Send flagged invoices to billing queue for review
Send flagged invoices to billing queue for review
Your invoice notes often contain project codes that are missed, delaying reconciliation. The workflow routes those invoices to billing and account managers for faster reconciliation within the next billing run.
Overview
Manual triage of invoices with project notes creates reconciliation gaps and delays billing. This flow forwards flagged invoices to billing and account managers so teams reconcile faster and close items by the next billing run.