For project managers: validate and link receipts to jobs
For project managers: validate and link receipts to jobs
Project managers face unverified invoice parses leaving invalid POs. It ensures the receipts master contains validated, job-linked records with normalized amounts so reconciliation avoids manual fixes.
Overview
Project managers risk reconciliation bottlenecks when unvalidated invoices leave invalid POs in the receipts master. This workflow enforces invoice validation, links receipts to job records, and eliminates manual cleanup so reconciliation proceeds without manual fixes.
Notable Features
- Validate parsed invoices by job number
- Update receipts master with job links
- Flag or remove invalid purchase orders