Route new invoices into project year folder for PMs
Route new invoices into project year folder for PMs
Your invoices aren't routed to project-year records, leaving billing context fragmented and teams unprepared. Benefit: invoices attach to the matching project record for billing review same day.
Overview
Invoices that aren't linked to projects fragment billing context and slow month-end preparation. This flow routes new invoices to the matching project-year record so project managers and finance have billing-ready context and can act within minutes.