Project managers: keep cashflow spreadsheets up to date
Project managers: keep cashflow spreadsheets up to date
Project managers risk stale forecasts and reconciliation errors when revenue changes don't reach the cash-flow sheet. It updates the sheet and calculates due dates so forecasts reflect actual cash.
Overview
Revenue updates that don’t reach the cash-flow sheet leave project managers reconciling inaccurate forecasts. This workflow keeps revenue entries, calculated due dates, and archived rows aligned in your cash-flow spreadsheet so forecasts reflect actual cash and reconciliation is much simpler.
Notable Features
- Push revenue changes to spreadsheet
- Calculate invoice and due dates
- Remove archived rows from reports