Show the advance, the final true-up, and what needs review.

For a configured milestone plan, preserve the stage and payout history so an advance can be reconciled against the final result. Manual inputs and company settings determine the supported workflow.

What it supports

Record M1 advance and M2 true-up transactions in the separate milestone ledger.
Apply company-configured advance percentages and negative-delta review windows.
Keep pending review distinct from approved amounts.

What to confirm

CRM event delivery and automatic source updates require a configured provider connection.
A pending manager review is not an approved payroll amount.
A true-up depends on accurate final inputs and the matching original advance record.

Try the sample workflow · Discuss fit