Keep project managers' invoice logs current after approvals

Project managers closing jobs lose invoice entries when approval forms go unprocessed, causing billing gaps. Create or update invoice-log rows from approved forms so finance and PMs reconcile faster.

Overview

Missed invoice entries create billing gaps and extend reconciliation, putting cash collection and project close at risk. This workflow creates or updates invoice-log rows from approved job forms so finance and project managers work from a single source of truth, eliminating missed billings and enabling faster handoffs.

Notable Features

Create invoice rows on approval
Update invoice rows when matched
Prevent duplicate invoice entries