Update client bookkeeping records from task status updates
Update client bookkeeping records from task status updates
Your bookkeeping tasks often miss client context, leaving billing teams with outdated fees and folder links. This keeps client records current so invoices are ready before the next billing run.
Overview
Stop billing delays caused by out-of-date task notes and missing folder links by syncing task metadata into client records automatically. Your billing staff and bookkeeping managers will see updated fees and status within minutes, enabling invoices to be prepared before the next billing run.