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Create transaction task from proforma task to transactions

Create transaction task from proforma task to transactions

When your proforma invoice tasks aren't routed to transactions, billing and reconciliation stall and require manual pickup. Create a ready task so billing staff can start processing same day.

Create transaction task from proforma task to transactions

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Overview

Manual handoffs from proforma tasks to billing slow down invoice processing and increase reconciliation work. This flow creates a ready Transactions task, copies key invoice fields, and links both items so billing staff can begin processing same day. That reduces manual pickup and keeps financial work visible to operations.

Create transaction task from proforma task to transactions