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Construction managers keep BI payments current each morning

Construction managers lose visibility when payments lag, risking supplier delays and project hold-ups. Refresh your BI sheet each morning with the last 60 days of payments so finance and owner have up-to-date cash reports.

Construction managers keep BI payments current each morning

Overview

Project cash decisions suffer when payment records are stale, putting supplier relationships and schedules at risk. This workflow refreshes your BI spreadsheet every morning with the last 60 days of payments so finance and owner make cash-flow decisions from current reports, eliminating manual exports and reducing entry errors.

Notable Features

  • Refresh BI sheet each morning
  • Filter payments from past 60 days
  • Export rows to BI spreadsheet

Construction managers keep BI payments current each morning