Update campaign balances in tracker from database changes
Update campaign balances in tracker from database changes
Your campaign income rows go stale when transaction dates update in the database, causing reconciliation delays. Keep your reconciliation sheet accurate and ready for review the same day.
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Overview
When database transaction dates change without sheet updates, reconciliations stall and reporting slips. This flow keeps your reconciliation worksheet refreshed automatically so finance and program leads can reconcile same day and avoid delayed close activities.