Mark submitted broker invoices in your tracking sheet
Mark submitted broker invoices in your tracking sheet
Your broker invoice form submissions aren't reaching the invoice tracking sheet, leaving billing staff unsure which months are marked. It flags the month so reconciliation completes same day.
Overview
Missed or untracked invoice submissions create reconciliation gaps and slow payments; this flow captures form submissions and marks the correct month in your tracking sheet. That gives billing staff a single source of truth and enables same-day reconciliation.