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Update client balance when work status changes in ledger

Update client balance when work status changes in ledger

Your work transaction records fall out of sync when statuses change, creating incorrect pending spend and manual reconciliation. It corrects balances so billing closes same day.

Update client balance when work status changes in ledger

Overview

Status changes often desynchronize client balances and force manual reconciliation, wasting founder and billing time. This flow recalculates pending spend and payable balances and writes them back within minutes, so billing staff can close cycles before the next billing run.

Update client balance when work status changes in ledger