Create accounting projects and allocations from new rows
Create accounting projects and allocations from new rows
New project rows in your operations database don't create matching accounting projects, leaving finance unable to invoice or track costs. You receive matched project and allocation records in accounting, enabling same-day invoicing.
Workflow preview:
Zap details:
Overview
When project requests pile up in your operations DB, billing and cost tracking stall and program momentum suffers. This flow turns each new project row into a matching accounting project and allocation entries, so finance and program coordinators can invoice and report the same day.