Update retainer hours sheet when task status changes
Update retainer hours sheet when task status changes
When task updates don’t reach your retainer hours sheet, billing and utilization tracking becomes inaccurate. You get accurate retainer records for billing and reconciliation within the next business day.
Overview
Task updates that don't reach your retainer tracker create billing friction and reconciliation thrash. This flow keeps the central retainer-hours sheet current—updating active tasks and removing completed rows—so billing staff can close invoices and reconcile hours by the next billing run.