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Managing partners stop missed invoices when jobs are done

Managing partners stop missed invoices when jobs are done

Managing partners at small accounting firms miss done client statuses, causing billing and handoff delays. Alerts notify the managing partner and accounting staff so invoicing and handoffs start promptly.

Managing partners stop missed invoices when jobs are done

Overview

Missed 'done' statuses quietly cost small accounting firms time and client confidence. This workflow alerts the managing partner and accounting staff and creates a billing task when engagements close, preventing lost invoices and accelerating handoffs.

Notable Features

  • Notify accounting staff and partner
  • Create invoicing tasks on close
  • Log completed engagements to spreadsheet

Managing partners stop missed invoices when jobs are done