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Create approval rows from approved quotes for billing

Create approval rows from approved quotes for billing

Your approved quotations go unlogged, slowing invoice prep and delaying insurer claim reconciliation. Capture approvals into a single approvals ledger so billing staff can issue invoices same day.

Create approval rows from approved quotes for billing

Overview

When approved quotes aren't logged, billing waits on details and insurer claims stall. This flow captures approved amounts and dates into a single approvals ledger so billing staff can issue invoices and reconcile claims same day.

Create approval rows from approved quotes for billing