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Create daily invoice review rows with job context

Create daily invoice review rows with job context

You get invoice spreadsheets by email that obscure technician and price details for discount checks. Your team gets structured review rows for same-day reconciliation.

Create daily invoice review rows with job context

Overview

Unreviewed invoice spreadsheets hide technician pricing and slow reconciliations; this flow extracts spreadsheets, enriches them with job and business-unit context, and appends structured rows to your daily review sheet. That lets billing and project leads reconcile discrepancies same day and capture missed discount opportunities before the next billing run.

Create daily invoice review rows with job context