Move paid and cancelled invoices to archive group
Move paid and cancelled invoices to archive group
Unarchived invoice items linger on boards, cluttering triage and reports. It moves qualifying invoices to an archive group so billing and ops review active items before month-end.
Overview
Stop spending hours on manual board cleanups and reduce reconciliation friction. This workflow moves paid or cancelled invoice items into an archive group automatically so billing staff and project coordinators see only active work and can close books faster, often ahead of month-end.