Create approved credit request rows in tracking sheet
Create approved credit request rows in tracking sheet
Your approved credit requests aren't logged centrally, forcing manual lookups and delaying billing. Saved rows give finance and engineers reconciled requests the same day.
Overview
If approvals aren't recorded centrally, billing and reconciliation stall and engineers lack a reliable data source. This flow captures every approved credit request into a single tracking sheet and notifies finance so reconciled requests are visible the same day.