Create centralized folder index for project billing records
Create centralized folder index for project billing records
Untracked project folder links make billing and project managers hunt for invoices. Centralizing those links provides instant file access and gets invoices ready before the next billing run.
Workflow preview:
Zap details:
Overview
If folder links aren’t captured centrally, billing and project teams waste time and invoices get delayed. This flow centralizes folder links into a sheet and your database so invoices and job documents are discoverable and ready before the next billing run.