Quarterly Tracking

Some clients are on a quarterly or yearly allowance as opposed to the standard monthly so the tracking is very manual and hard to get alerted / split the amount over the quarter etc

for example, a client with 900k a quarter has to have 300k per month but if the go over in month 1, month 2 and 3 need to be altered accordingly, manually in sheets. Need to be a note on the day each month to go in and check (difficult when that day falls on a weekend)

  • Guest
  • Apr 16 2024
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