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Update project fee records daily at 2pm and notify billing

Update project fee records daily at 2pm and notify billing

Your project fee records go stale between runs, causing invoice mismatches and delayed reconciliations. It keeps fees current so billing can close invoices accurately before the next billing run.

Update project fee records daily at 2pm and notify billing

Overview

Stop invoicing with stale fee data by scheduling a daily 2pm update that writes corrected fee fields back into your CRM. Billing staff get a consolidated run summary the same day so reconciliations and invoice closes happen ahead of the next billing cycle.

Update project fee records daily at 2pm and notify billing