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Keep operations coordinators' ER job costing accurate every week

Operations coordinators find ER job costing stale in spreadsheets, risking bad reports. Weekly scheduled runs refresh project and costing rows so finance and ops report from current records.

Keep operations coordinators' ER job costing accurate every week

Overview

Stale ER job costing leads to inaccurate reports and painful reconciliations at close. This scheduled workflow refreshes project and costing rows so finance and operations report from current records, cutting down reconciliation churn and reducing audit risk.

Notable Features

  • Find ER jobs not updated
  • Pull latest project and costing
  • Update job costing spreadsheet rows

Keep operations coordinators' ER job costing accurate every week