Sync job costs to accounting and update job record
Sync job costs to accounting and update job record
Your job cards miss accounting cost data when the job's sync flag isn't set, causing billing handoffs. Costs and a customer P&L report are added to the job and sent to your finance endpoint same day.
Overview
When someone marks a job to sync, this flow pulls the customer-level P&L into the job and delivers a cost package to your finance endpoint, eliminating manual lookups. Program coordinators and billing staff get aligned cost context within minutes so invoices and client conversations happen the same day.