Create customer time records from new time entries
Create customer time records from new time entries
Your time entries are separate from customer records, causing unclear billable hours. This puts billed hours on customer profiles for faster invoicing before month-end.
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Overview
When time tracking is siloed away from customer records, invoicing and account reviews slow down and month-end work balloons. This flow records billed hours directly on each customer profile, giving billing staff and CSMs accurate hours for faster invoicing and reconciliation before the close.