Purchase orders tracking

[sagar]

Hello, Good Morning.

I am tracking my customer purchase orders in excel sheet, if I miss to check the balance for next month invoicing, I can’t bill that month hours to my customers. Most of the times I am failing to check this, resulting last minute follow-up with customer.

I want to automate this process, if some alerts get from system that will save my lot of time. My company is not in the position to invest on some tracking tool

Kindly check the attached file and help me.

Regards
Sagar