Move accounted project cards and attach submission receipts
Move accounted project cards and attach submission receipts
Project finance form submissions arrive untriaged, leaving accounting status unclear. It updates your tracker, moves the card to the completed list, and attaches the receipt for same-day reconciliation.
Overview
Form responses that aren't tracked leave accounting blind to what has or hasn't been reconciled. This workflow updates your tracker and moves the project card to the completed accounting list with receipts attached, enabling billing staff to reconcile same day.