For finance owners: keep matter billing accurate after awaiting payment

Finance owners miss bill status changes, creating reconciliation gaps. This updates matter billing fields when a bill becomes awaiting payment, so finance can track and follow up.

Overview

Missed bill status changes create reconciliation gaps and expose finance to audit and collection risk. Keep matter billing fields current when bills flip to awaiting payment, closing reconciliation gaps and enabling prompt collection follow-up.

Notable Features

Update matter billing fields
Calculate and store matter totals
Notify finance of awaiting payments