Project managers populate job links in receipts instantly
Project managers populate job links in receipts instantly
Project managers add job numbers to receipts, causing reconciliation delays and manual lookups. The workflow inserts the job URL into the receipt row when a number is entered, so project managers can verify charges.
Overview
Project managers lose time reconciling receipts when job links are missing, creating billing friction and approval delays. This workflow ensures each receipt row gets the job URL when a number is entered, eliminating manual lookups so reconciliations happen faster and audit trails stay complete.
Notable Features
- Append job URLs to receipt rows
- Find job records by number
- Notify project managers on misses