Create CRM expense records from accounting expense entries
Create CRM expense records from accounting expense entries
Your accounting expense items aren't visible in CRM, leaving project managers without consolidated cost data. This creates CRM expense records for billing and job costing so you can invoice same day.
Overview
When expense items never surface in CRM, project managers lack the cost context needed to keep bids and invoices accurate. This flow logs accounting expenses to CRM for billing and job-costing, enabling teams to review costs and invoice same day.