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Update unpaid owner bill process with transfer amount

Update unpaid owner bill process with transfer amount

Your unpaid bill processes miss refreshed portfolio balances after manual task completion, causing wrong transfer calculations. It updates the process so billing staff get accurate transfer amounts before payout.

Update unpaid owner bill process with transfer amount

Overview

Incorrect transfer calculations on unpaid owner bills drive owner complaints and extra reconciliation work. This flow calculates transfer amounts, updates the process record, and alerts finance when a portfolio isn't found so billing staff can reconcile before the next payout run.

Update unpaid owner bill process with transfer amount