Accounting project managers keep sent agreements logged centrally
Accounting project managers keep sent agreements logged centrally
Project managers in accounting miss billing and onboarding when sent MSAs or service orders aren't tracked. Log sent agreements to a workbook so project managers have current client and pricing info.
Overview
Missed sent-agreement records create billing reconciliation headaches and slow onboarding. This workflow guarantees every sent MSA or service order lands in a central workbook, aligning project management and accounting and eliminating reconciliation gaps. Teams report faster handoffs and fewer missed follow-ups.
Notable Features
- Log sent agreements to workbook
- Capture client, effective date, pricing
- Notify project managers of new entries