Keep marketing accruals up to date for project managers
Keep marketing accruals up to date for project managers
Project managers miss new job records in the project database, causing accruals to omit jobs and risking misbilled client invoices. Automatic adds to the accruals sheet keep records complete.
Overview
Marketing agencies risk misbilled clients and messy month-end reconciliation when project jobs don't appear in accruals. This workflow posts every new project record to the central accruals sheet and notifies finance and project managers, ensuring accruals include every job and simplifying reconciliation and audit reviews.
Notable Features
- Add new job rows to sheet
- Filter new jobs by billing office
- Notify finance and project managers