Create new customer rows in central finance tracking sheet
Create new customer rows in central finance tracking sheet
Your accounting customer records aren't mirrored to the central finance sheet, causing duplicate rows and delayed billing. Keep the central sheet updated so billing staff can prepare invoices same day.
Overview
When new customers are added in your accounting system, your billing tracker often falls out of date and invoicing stalls. This workflow writes customer rows into the central finance sheet automatically so billing staff and the controller can invoice accurately the same day.