Keep project managers' prepay records current before morning reviews
Keep project managers' prepay records current before morning reviews
Project managers find stale offer-group caps and balances, risking inaccurate monitoring. This ensures finance and project teams start reviews with current global caps and remaining balances.
Overview
Stale prepay caps force project managers and finance teams to act on outdated numbers, risking funding mistakes and review friction. Implementing a daily refresh delivers a single source of truth for global caps and remaining balances so morning reviews and funding decisions start from reliable data and reconciliation surprises are reduced.
Notable Features
- Refresh offer-group records daily
- Update dashboard global caps and balances
- Notify owners on refresh errors