Create case expense entries from completed taskflows now
Create case expense entries from completed taskflows now
Your case expense requests often complete as taskflows without expense records, forcing coordinators to add entries manually. It creates invoice-ready expense entries the same day.
Overview
Expense details trapped in completed taskflows slow billing and force manual re-entry; this flow turns those taskflows into consistent, invoice-ready expense records so billing staff spend less time chasing details. That means coordinators and billers can close expense items and issue invoices the same day, reducing delays and missed charges.