Keep project managers updated with daily credit-note log

Project managers miss yesterday's credit-notes in scattered reports, causing reconciliation gaps. A daily export adds prior-day credit-notes to the review sheet so reconciliation begins sooner.

Overview

Missed prior-day credit-notes create reconciliation gaps that delay vendor follow-up and cloud project finances. This workflow funnels yesterday's credit-note rows straight into project managers' review sheet, eliminating manual copy-paste and enabling prompt reconciliations. Finance leaders report fewer reconciliation gaps and faster resolution cycles.

Notable Features

Append prior-day credit-note rows
Notify project managers of additions
Keep review sheet sorted by vendor