Update client ledger row when a qualifying payment posts
Update client ledger row when a qualifying payment posts
You miss ledger updates when high-value payments aren't attached to client rows, slowing reconciliation. It updates client rows automatically so billing staff reconcile same day.
Overview
High-value payments left unrecorded create manual work and slow reconciliation. This flow applies qualifying payments directly to client tracking rows and records the payment date, so billing staff can reconcile same day and reports reflect posted cash.