Approve the contractual filing deliverable before running its invoice step.
Engagement Manager maintains the due date, owner, fee and engagement while the deliverable is Pending. Staff Accountant prepares the agreed output and supporting documents. Move the deliverable to Submitted when the review evidence is ready.
Engagement Manager checks the contractual output and approves eligibility for billing. Record the decision with its subject and reviewer, then move the deliverable from Submitted to Approved. Use the firm's tax system confirmation where the agreed output requires it.
Billing Specialist runs the invoice action on the approved deliverable. The workflow checks the amount and engagement before moving it to Invoiced and recording a Filing Deliverable Invoice receipt. If either input is missing, it stays Approved with a Failed receipt.
Billing Specialist checks the invoice reference, amount and due date on the associated payment record. Confirm that the payment links to the intended deliverable before beginning collection follow-up. An Invoiced deliverable and a received payment have separate evidence.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.