Create time entry from board status change for billing

Your timesheet board flips leave finance without structured time entries for reconciliation. It creates CRM time entries for billing staff so invoices are ready before the next run.

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Overview

When a timesheet row is flipped for billing, missing or inconsistent entries slow invoicing and reconciliation. This workflow posts structured time entries into your CRM and applies lookup codes so billing staff have complete records ready before the next billing run.