Update campaign accounts board when invoice is paid
Update campaign accounts board when invoice is paid
Your invoice payments aren't shown on campaign account rows, so campaign managers can't tell who is paid. Payments update the accounts board automatically so managers have reconciliation records same day.
Overview
Unreconciled invoice payments scramble campaign budgets and slow approvals; automating paid updates on your accounts board restores clarity for campaign managers. With payments reflected in the right month and amount, teams get reconciliation-ready records the same day.