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Create closure task after project inactivation for billing

Create closure task after project inactivation for billing

Your inactive projects lack a closure task, leaving final expenses uncollected and delaying month-end close. It creates a scheduled closure task for admin and billing staff to finish before billing.

Create closure task after project inactivation for billing

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Overview

Inactive projects commonly leave loose financial items that delay month-end reconciliations. This workflow creates and schedules a tracked closure task for admin and billing so final expenses and tax items are collected before the next billing run.

Create closure task after project inactivation for billing