Create invoices and bills from approved time records
Create invoices and bills from approved time records
Your approved time entries sit unbilled, delaying campaign cost reports and vendor payments. Create invoices and bills automatically so finance and campaign managers see updated status the same day.
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Overview
Approved time entries often sit unbilled and break campaign cost reporting. This flow creates invoices or vendor bills and writes accounting IDs back to your CRM so billing and campaign teams have reconciled records the same day.