Notify accounts when a new project is added

Your new project records often lack finance context, causing delayed invoices and missed cost allocations. It alerts accounts with billing-ready details so invoices are processed before the next billing run.

Overview

When new project jobs are created without finance awareness, invoicing stalls and cost allocation becomes a scramble. This workflow delivers concise billing-ready alerts to accounts and logs each notice so billing staff can process invoices the same day.