Clear monthly P&L records when summary task created
Clear monthly P&L records when summary task created
Your monthly P&L table accumulates stale rows after manual bookkeeping, slowing month-end review. This clears matching rows when you create a summary task so reports are accurate ahead of month-end.
Overview
If your P&L view gets noisy after ad hoc bookkeeping, your billing staff spends time reconciling instead of invoicing. This flow clears matching monthly rows as soon as a summary task is created, so reports are clean and ready ahead of month-end.