Sync unarchived invoices to the central billing tracker
Sync unarchived invoices to the central billing tracker
Your accounting system updates sometimes aren't reflected in shared invoice records, delaying reconciliation. Keep a single invoice sheet current so finance can reconcile before each billing run.
Overview
When invoice changes don't surface in your shared ledger, reconciliation stalls and forecasting becomes unreliable. This flow centralizes invoice updates into one billing sheet so your billing staff can reconcile same day and reduce manual corrections.