Construction project managers: generate linked billing spreadsheets for accounting handoff
Construction project managers: generate linked billing spreadsheets for accounting handoff
Construction project managers miss billing links, causing invoice delays that hurt job margins. This creates a linked billing spreadsheet on project and accounting boards so accounting can begin invoice preparation.
Overview
Billing gaps leave job margins and cash flow at risk for construction projects. This workflow creates and links a billing spreadsheet to both the project and accounting boards so invoice preparation begins without manual handoffs. The result is clearer cost visibility, faster handoffs between PMs and accounting, and fewer missed billing links.
Notable Features
- Create linked billing spreadsheet
- Attach spreadsheet to project and accounting
- Notify project managers and accounting