Update daily prepay spend in your tracking table
Update daily prepay spend in your tracking table
Your prepay spend records go stale without a daily dashboard pull, causing billing delays. Keep records current so billing and project managers can reconcile balances same day.
Overview
When dashboard totals aren't pulled daily, billing and funding decisions stall and reconciliation takes longer. This flow pulls yesterday's spend every morning and writes it to your finance table so billing staff and project managers get same-day visibility for reconciliations and funding runs.