Flag and update invoice records for bookkeeper review

Unverified invoice records stall reconciliation and delay client billing. This tags each record so your bookkeeper can reconcile and bill clients the same day.

Flag and update invoice records for bookkeeper review

Overview

Unverified invoice rows slow reconciliation and push billing past deadlines for small services firms. This flow checks the accounting system and updates the bookkeeping record so your lead bookkeeper can reconcile and bill clients the same day.

Flag and update invoice records for bookkeeper review