Create billing and filing tasks from completed contracts
Create billing and filing tasks from completed contracts
Your completed contract PDFs are not linked to work items, delaying invoicing and AP handoffs. Assigned billing and filing tasks ensure invoices and contracts are processed the same day.
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Overview
Signed contracts should flow straight into operational work, not sit idle. This workflow turns each completed contract into assigned billing and filing tasks with the PDF attached so billing staff and coordinators can act the same day.