Keep main and school trip sheets aligned for business owner

Business owners see trip updates missing from school sheets, causing enrollment and billing errors. This workflow copies source updates to the master spreadsheet and each school's sheet so operations and site coordinators work from the same records.

Overview

Stale trip, enrollment and billing records create operational risk and force manual reconciliation for business owners. This workflow ensures source updates flow to the master spreadsheet and each school's sheet so operations and site coordinators act on consistent records, reducing reconciliation work and dispute escalations.

Notable Features

Mirror database updates to spreadsheets
Map affiliations to school sheets
Flag inconsistencies for manual review