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Update forecast and invoice items with sync date

Update forecast and invoice items with sync date

When retained invoice amounts change, your forecasts desync and revenue reports are delayed. Keep forecasts and the revenue tracker updated and schedule the next sync before weekly planning.

Update forecast and invoice items with sync date

Overview

Stop reconciliation churn when retained invoices change—this flow keeps invoice items, forecast entries, and your reporting table aligned automatically. Your analytics and billing teams get updated revenue figures and a scheduled next-sync date in time for weekly planning.

Update forecast and invoice items with sync date