Add approved credit notes to reconciliation sheet by EOD

Your loss approval requests sit unexported, causing blind spots in billing and slow credit postings. The reconciliation sheet gets completed automatically so billing can post credits before month-end.

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Overview

Untracked approved credit requests force manual lookups and delay posting during close. This flow captures approved requests into your reconciliation worksheet and annotates the source record, giving billing staff auditable, post-ready entries before month-end.