Business owner: match invoices to master allocations reliably

Business owners lose invoice matches in allocation sheets, causing billing errors. Master records remain authoritative; unmatched invoices open helpdesk tickets so billing stays accurate and auditable.

Overview

Missed invoice-to-allocation matches create billing errors and audit headaches for business owners. This workflow keeps master allocation rows authoritative and files helpdesk tickets for unmatched invoices, eliminating silent gaps so operations teams report fewer manual corrections and clearer audit trails.

Notable Features

Enrich master rows with invoice fields
Create helpdesk tickets on mismatches
Flag exceptions for manual review