Skip to content
Log inSign up
Templates
Create site diversion report spreadsheet from submitted invoices

Create site diversion report spreadsheet from submitted invoices

Your submitted invoices lack site context, delaying diversion reporting and field reconciliation. It creates a site-specific report spreadsheet in your shared drive for same-day processing.

Create site diversion report spreadsheet from submitted invoices

Overview

Invoices submitted without clear site context force operations and billing into manual lookups and slow reconciliations. This workflow extracts the invoice reference, matches it to the correct site, and produces a site-named diversion report in the shared drive within minutes for same-day processing.

Create site diversion report spreadsheet from submitted invoices