Update MTD billable hours on client deals daily
Update MTD billable hours on client deals daily
Your deals miss current MTD billable hours, leaving account and PM teams without utilization context. Teams see accurate MTD totals daily, enabling invoice finalization before each billing run.
Overview
When billable time is scattered, account teams stall and invoicing slips. This flow pulls client time reports and writes month-to-date hours to deal records each weekday, so PMs and billing staff have same-day totals to act on before billing runs.