Update deal value from client deposit and log fees
Update deal value from client deposit and log fees
Your deposit records are disconnected from clients, leaving deal values out of date and fees unclear. Keep deals and the fees ledger synchronized so accounting and partner review are accurate same day.
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Overview
Unreconciled deposits make it hard for partners and billing staff to trust deal balances. This flow ties each posted deposit back to its CRM deal and your fees ledger, giving partners accurate deal totals and a reconciled fees workbook the same day.