Notify marketing finance and project owners when credits remain

Finance teams at marketing agencies miss revenue when completed projects retain service credits, causing billing discrepancies. Alerts notify finance and project owners so discrepancies are reconciled quickly.

Overview

Marketing finance teams risk unrecognized revenue when completed projects still carry service credits. This workflow flags those projects, notifies finance and project owners, and creates reconciliation tasks, eliminating billing gaps and ensuring credits are handled before they become audit issues.

Notable Features

Alert finance and project owners
Create reconciliation task for owners
Attach project credit summary to alerts