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Update payment records when client is an employee

Update payment records when client is an employee

Payment rows sometimes list employees as clients, which disrupts reconciliation and payroll reporting. Standardize those records so billing staff can reconcile cleanly before monthly close.

Update payment records when client is an employee

Overview

Misclassified employee payments slow month-end close and add friction to reconciliation. This flow standardizes employee client entries and updates the table record automatically, so billing staff see reconciled transactions ahead of the monthly close.

Update payment records when client is an employee