Create invoice records from modified job invoices across pages

Modified invoices from field jobs often go untracked, leaving budgets and billing outdated and requiring manual reconciliation. Capture and record them automatically so reconciliations finish same day.

Overview

Missing invoice updates slow reconciliation and obscure project margins; this workflow captures modified invoices and loads them into your records table automatically. That gives billing staff and project leads accurate invoice records for same-day reconciliation and cleaner month-end close.