Integrations

• Accounting. Decide how milestone invoice numbers and amounts are reconciled with your accounting system. The engagement and billing records provide the operating context for that handoff.
• Payment information. Decide who confirms a collection before a milestone billing is marked Received. Record the paid date, method and reference note on the billing.
• File storage. Keep document links in record attachments and expense receipts in project expenses so reviewers can open evidence from its source record.
• Client source. If client records originate elsewhere, agree how client names, ownership and billing terms are updated before the engagement is created.

Give each connection a business owner and a reconciliation step. Test one invoice and one receipt against the corresponding milestone and billing record. Check duplicate identifiers, wrong engagements and a correction after an interrupted handoff. A billing status change should be reviewed alongside the external invoice or payment record used by your team. Keep operation receipts available to explain the app action that occurred.