Log paid bills to revenue tracker and advance matters
Log paid bills to revenue tracker and advance matters
Your bill status changes aren't pushed to the central revenue tracker, leaving billing and matter status out of sync. Keep your revenue sheet current so billing managers can act within minutes.
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Overview
When bill statuses change, your central revenue view can fall out of sync and slow collections. This workflow records every qualifying bill event to a shared revenue sheet and advances matter stages so billing managers can reconcile and act within minutes.