Update milestone record with billing month and action
Update milestone record with billing month and action
Your milestone entries often lack a billing month or action, causing invoice delays and unclear owners. The workflow sets month and invoicing action so bills are ready before the next billing run.
Overview
Stop missed drawdowns and billing delays by keeping milestone records populated with a billing month and invoicing action. Project managers and billing staff get clear context within minutes of record creation so invoices are ready before the next billing run.