Update job tax type from linked project details
Update job tax type from linked project details
Your new job records often lack project tax classification, causing incorrect invoices and extra bookkeeping. That ensures invoices are ready for next billing run.
Overview
When project tax types don't flow to job records, your billing team spends hours correcting invoices and timelines slip. This flow ensures jobs inherit project tax classifications so invoices are accurate and billing is ready for the next run.