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Create consolidated monthly invoice and route approval requests

Create consolidated monthly invoice and route approval requests

You get separate client invoices that must be merged manually, slowing reconciliation and approvals. This creates a consolidated monthly invoice and routes it for approval ahead of next billing run.

Create consolidated monthly invoice and route approval requests

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Overview

Manual merging of client invoices ties up billing time and delays approvals; this flow auto-creates a single monthly invoice in your accounting system and routes it for authorisation. That change gives your billing staff and managing director clearer approvals and invoices ready before the next billing run.

Create consolidated monthly invoice and route approval requests