Notify billing when authorised invoice missing from board

Your authorised invoices can go unrecorded on the project board, leaving billing teams unable to reconcile new receivables. Billing staff get an immediate alert so they can reconcile same day.

Overview

When authorised invoices aren’t tracked on your board, billing teams scramble to reconcile and miss payment windows; this workflow catches those gaps and sends immediate internal alerts. That guarantees receivables get added or reconciled same day, reducing reconciliation delays before the next payment run.