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Create and update projects in accounting from jobs

Create and update projects in accounting from jobs

Your job records in SharePoint often don't reach accounting, leaving billing staff without project setup and delaying invoices. It aligns projects so invoices are ready same day.

Create and update projects in accounting from jobs

Overview

When job updates never reach accounting, billing cycles stall and invoicing is delayed. This workflow formats addresses, resolves lookups and pushes projects into your accounting system so billing staff have ready-to-bill projects within minutes, enabling same-day billing readiness.

Create and update projects in accounting from jobs