Create and update payment rows for project ledger
Create and update payment rows for project ledger
Your ERP payment entries aren’t mirrored in the shared spreadsheet, hiding receipts tied to active projects. Syncing gives project managers and billing coordinators same-day cash visibility.
Overview
When ERP payment updates don't appear in your project tracker, project managers and billing coordinators lose sight of receipts and reconciliation slips. Centralizing those payments into a single worksheet gives teams same-day cash visibility so budgets and milestone reviews stay on schedule.