Update tracking category rows in your project database
Update tracking category rows in your project database
Your accounting categories go stale, causing misallocated expenses and slow reconciliation. It refreshes your tracking table monthly so project managers reconcile costs before the monthly close.
Overview
Monthly drift in accounting categories makes reconciliations and cost allocation error-prone for project teams; centralizing the authoritative category list fixes that. This flow refreshes the reference table on the first of each month so project managers and billing staff reconcile costs before month-end.