Update estimate status when board cards move to approved
Update estimate status when board cards move to approved
Your project board estimate cards without accounting updates delay invoicing and slow cash collection. Mark accepted estimates automatically so billing staff can invoice accurately the same day.
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Overview
When approved estimate cards sit on your project board without accounting updates, invoices get delayed and cash flow visibility suffers. This flow updates estimate status in your accounting records immediately after board approval, letting billing invoice the same day and keeping cash forecasts current.