Skip to content
Log inSign up
Templates
Create margin review tasks for flagged invoice line items

Create margin review tasks for flagged invoice line items

Your invoice line GP% reports reveal margin outliers that leave jobs unreviewed and underpriced. This creates review tasks for finance and sales so issues are triaged same day.

Create margin review tasks for flagged invoice line items

Overview

Margin outliers on custom kit orders cause pricing leakage and slow fulfillment; this flow routes those invoices straight to finance and sales for same-day triage. Reviewers get a parent item with per-line subitems so corrective pricing or production holds can be applied before reconciliation.

Create margin review tasks for flagged invoice line items