Accounting firms: keep revenue dataset current via invoices
Accounting firms: keep revenue dataset current via invoices
Marketing and client relationship managers miss draft invoices in reporting, creating stale division revenue and delaying forecasts. So finance gets current divisional revenue for faster analysis.
Overview
Missed draft invoices create stale division revenue and weaken forecasts. This workflow feeds every new draft invoice into your central revenue dataset, eliminating stale figures and giving finance up-to-date divisional revenue for analysis and reporting.
Notable Features
- Push draft invoices into dataset
- Format invoice dates and values
- Notify finance and update dashboards