Create project tasks from updated invoice spreadsheet rows
Create project tasks from updated invoice spreadsheet rows
Invoice rows in your sheet aren't linked to projects, so billing context and tasks go missing. The flow creates or links project items so coordinators see project-ready invoice context same day.
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Overview
When invoice rows sit unlinked in a sheet, project work and billing context slip through the cracks. This flow captures invoice context and creates or links project items so program coordinators and billing staff have project-ready invoices the same day.