Update validated client rows and flag for review
Update validated client rows and flag for review
Your send sheet's updated rows lack validated client codes, causing manual lookups and delayed invoicing. It enriches rows and flags them so billing can invoice before the next run.
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Overview
Rows in your send worksheet often require manual client-code reconciliation, which slows invoicing and ties up staff. This flow validates codes, enriches rows from reference tables, and flags ambiguous records so billing can proceed accurately the same day.