Create client cost items from weekly status changes
Create client cost items from weekly status changes
When a status column changes on your main project board, per-client cost details often aren't captured centrally for reporting or billing. Create those cost items automatically for weekly reconciliation.
Overview
Status updates should produce per-client cost rows, but manual copying stalls weekly reporting and invoice prep. This flow creates those items automatically so campaign managers and billing staff have complete cost records available ahead of weekly reconciliation.