Create billing line from expense entry for projects
Create billing line from expense entry for projects
You have unflagged case expenses that go unbilled, creating invoicing gaps and delayed client charges. Create billing lines automatically so invoices are ready before the next billing run.
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Overview
Missed or unflagged expenses create invoicing gaps and force manual rework from billing coordinators. This workflow creates billing line items from case expenses and updates the original record with the billing ID, so invoices are ready before the next billing run.