Set billable status on new project board lines
Set billable status on new project board lines
New project board lines without billing context force your coordinators to audit items and delay invoices. Billing runs on schedule because the workflow marks lines as billable or service automatically.
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Overview
New board lines that lack billing context create manual work and delay invoices. This flow classifies those items as billable or service automatically, so coordinators stop triaging and billing is ready before the next invoicing run.