Update allocation billing status across project items reliably
Update allocation billing status across project items reliably
When subitem statuses change, your allocations can move to wrong billing groups or remain active beyond their lifecycle. The workflow fixes billing group assignments and archives completed allocations same day.
Overview
When subitem statuses drift, billing and reporting go out of sync and your operations team spends hours triaging. This flow automatically reassigns allocations to the correct billing group or archives them, delivering accurate billing data and archived allocations same day.