Update project finance fields from closeout form submission
Update project finance fields from closeout form submission
Finance closeout forms aren't reaching project records, leaving key amounts and approval dates blank. Keep project finance fields current so billing and finance can complete invoicing faster.
Overview
When closeout forms never reach project records, billing stalls and finance spends hours reconciling. This flow writes submitted finance values into the project record and alerts ops on failures, letting billing close accounts the same day.