Update deal bonus spreadsheet from invoice status changes
Update deal bonus spreadsheet from invoice status changes
Invoice states often fall out of sync with the deal-bonus worksheet, causing manual lookups that delay bonus calculations. Keeping it accurate lets payroll finalize bonuses before the payroll run.
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Overview
Stop manual reconciliation between practice billing and the bonus workbook, which eats time and risks missed payments. This flow guarantees payroll and the Chief of Staff work from the same, current worksheet so bonuses can be finalized before the payroll run.