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Create settled project rows in tracker sheet for operations

Create settled project rows in tracker sheet for operations

Settled project records sit in your database, delaying coordinators and billing from completing handoffs and invoices. Rows populate a central tracker automatically so coordinators and billing can act the same day.

Create settled project rows in tracker sheet for operations

Overview

Stop manual copies and late handoffs by routing settled records straight into a central tracker. Program coordinators and billing get consistent closure data the same day, accelerating handoffs and invoice readiness.

Create settled project rows in tracker sheet for operations