When to use it
- Payroll entries do not match the expected period.
- A contractor or payroll item needs explanation.
- Monthly close is waiting on a simple owner answer.
Use this when payroll entries are present but the supporting note, report, or context is missing.
The $49 Client Document Chase Kit includes request emails, reminder sequences, a cleanup kickoff message, client portal reminder, pause-work boundary note, missing-document tracker CSV, and use guide.