Add payment totals to project revenue fields before close

Signed contracts and paid documents sit untracked, leaving billing staff without amount or client context for month-end. Capture key contract info into a revenue sheet so billing reconciles entries faster, before the next billing run.

Completed shoot records lack revenue mapping, leaving billing unsure which credits to apply. Capture earned revenue records so billing and coordinators reconcile credits same day.

Your approved deliverables lack earned revenue records, delaying recognition and billing. Create or update those records so finance can prepare invoices ahead of the monthly close.

Your paid storefront orders aren't logged in accounting, causing reconciliation gaps and delayed reporting. Creates income entries so billing staff see clean revenue records same day.

Your payments post without job context, delaying revenue allocation. You get same-day matched revenue visibility and prompt consultant notifications for payroll and follow-up same day.

Your project recognition board items lack accounting entries, causing revenue and COGS to be recorded late. Automate posting so finance posts accurate journals ahead of month-end.

Your completed payments aren't reaching the sales ledger, delaying reconciliation and obscuring project revenue. Log each charge as a row so billing and project leads can reconcile same day.

Your invoice tracking sheet lacks updated deal-stage context, delaying AR reconciliation and revenue recognition. It sends invoice and status updates so billing staff reconcile before month-end.

Your sales items lack mapped accrual context, causing delayed revenue recognition and extra reconciliation work. Flag accrual matches automatically so revenue ops reconcile faster before month-end.

Your revenue sheet often lacks paid dates when charges arrive, stalling reconciliation. It logs payment dates and updates the correct sheet row so finance can reconcile same day.