Create deposit task from updated estimate records for projects
Create deposit task from updated estimate records for projects
Estimate records with deposit lines leave deposits untracked, causing invoice delays and budget confusion. Create board tasks for each unaccounted deposit so owners can reconcile items the same day.
Overview
Untracked deposit lines cause budget drift and slow billing cycles. This flow captures deposit updates as actionable tasks routed to project owners, so reconciliation occurs the same day and invoices stay on schedule.