Keep sales ops billing visible from ERP timesheets

Sales ops see ERP timesheet changes slip through, causing missed billable hours and late billing. Project board items appear automatically so billing and ops review revenues before invoicing.

Overview

When ERP timesheet edits go untracked, sales ops risks missed billable hours and delayed invoices. This workflow turns timesheet changes into project board items so billing and ops can review revenue and margins before invoicing, reducing missed entries and billing disputes. Teams gain clearer audit trails and consistent handoffs between ERP and project systems.

Notable Features

Create project items for timesheets
Map billable hours to revenue
Notify ops and sales ops