FUNDS MANAGEMENT

  • Keep abreast of customer plans by checking your expenditures in real time.
  • Forecasts are always available for evaluation, and you may modify upcoming services depending on current expenditures.
  • As soon as a client's money depletes, you'll receive a notification, allowing you time to discover a workaround without accruing unbillable time.
  • You can simply keep track of your expenditures for each form of funding when a client gets money from different sources.
  • You may always access a forecast to change the services you receive based on your current expenditure.
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