Update accounting customer status from reopened project records
Update accounting customer status from reopened project records
Your reopened project records don't update customer job status in accounting, creating billing delays and manual tracking. This lets billing staff issue corrected invoices same day.
Overview
When reopened jobs don't reflect in accounting, billing staff spend hours reconciling and invoices slip. This flow updates customer job status automatically so billing teams can issue corrected invoices and reconcile cash flow the same day.