Create weekday dated customer spreadsheet copy for control
Create weekday dated customer spreadsheet copy for control
Your billing spreadsheet has no dated snapshots, forcing controllers to restore versions and delaying reconciliations. Create weekday copies so controllers get ready files for same-day reconciliations.
Overview
If controllers are spending time restoring older spreadsheets, this flow creates a dated copy of the billing list every weekday evening. It delivers ready, auditable files for reconciliations and month-end prep so your finance team can act before the next business day.