Create finance issue from deals entering onboarding stage

Your deals in onboarding miss finance intake, leading to manual lookups and slower invoicing. It opens a finance issue with key deal context so billing can prepare ahead of the first transaction.

Create finance issue from deals entering onboarding stage

Overview

When deals move to onboarding without finance intake, billing work stalls and invoices are delayed. This flow opens a populated finance issue with contract and deal context, so billing can begin preparations within minutes and meet first-transaction timelines.

Create finance issue from deals entering onboarding stage