Review service lines, time and expenses with a clear outcome for each submitted item.
Staff Accountant enters service lines with hours, rate and engagement, captures dated time separately, and attaches evidence for expenses. Check the client and team member before moving each completed entry from Draft to Submitted.
Engagement Manager inspects the submitted work and checks the service approval result. The workflow validates that the line is billable and has hours and an engagement. A passing line becomes Approved with decision and operation evidence. A failed guard leaves the line Submitted with a Failed receipt.
Engagement Manager reviews submitted effort and expense evidence within the agreed scope. Record Approved or Rejected and retain the decision's subject, reviewer and notes. Review a travel expense independently of the time spent on the same visit.
Billing Specialist reviews approved service amounts for billing follow-up. Engagement Manager addresses rejected time or expenses through the agreed correction procedure. Partner compares the engagement's delivered value with its fee and inspects the underlying service evidence when margin needs explanation.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.