Record delegated return date on client rows for follow-up
Record delegated return date on client rows for follow-up
Your organizer rows lack delegation timestamps when returns are assigned, making handoffs unclear. The workflow writes a delegation date to each assigned row so follow-up and billing occur same day.
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Overview
Missing delegation dates create unclear handoffs and delay invoicing—small firms feel the impact immediately. This flow writes delegation dates automatically to the client row so your bookkeeping staff and owner can follow up and bill the same day.