Update VA rates in lookup sheet from board
Update VA rates in lookup sheet from board
VA rate entries on your board can fall out of sync with the billing lookup, causing invoice errors. Keep the central lookup sheet updated so invoices and plans use correct rates before billing.
Overview
When VA or client rates change on your project board, billing and operations often scramble to reconcile invoices. This flow keeps the central lookup sheet current so billing staff can issue accurate invoices and planning uses correct rates ahead of the next billing run.