Project managers keep billing files organized and dated
Project managers keep billing files organized and dated
Project managers handling daily billing submissions see uploaded screenshots and claims get misplaced, causing reconciliation delays and audit gaps. Files land in the correct dated folders so billing and ops staff can review and reconcile promptly.
Overview
Misplaced billing screenshots and claims expose project managers to reconciliation delays and audit gaps. This workflow ensures each upload lands in a dated, office-specific folder and notifies billing staff, eliminating misplaced records and enabling prompt review. Customers report smoother handoffs and fewer missing documents during audits.
Notable Features
- Save uploads to dated folders
- Route files by submission type
- Alert billing and ops staff