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- Accounting + Invoicing for Freelancers
- Implementation and migration
How a Accounting + Invoicing for Freelancers rollout works
Pilot a client accounting cycle that the preparer and independent reviewer can reconcile.
Agree the operating scope
Choose a freelance business and a representative client engagement. Assign Accounting Preparer and an independent Accounting Reviewer. Decide who maintains membership and who investigates cash and operation exceptions.
Map opening records
Prepare organization and client codes, team identities and ledger accounts. Preserve source document references and revisions. Reconcile opening amounts and dated snapshots before loading work that depends on them.
Configure the working cycle
Set up document preparation, billable submission review, eligible invoicing and balanced posting. Agree attachment visibility and the accounting-period check. Connect external services only where the operating cycle requires them.
Rehearse decisions and failures
Test self-approval, a changed revision and a wrong-parent decision. Stop an unbalanced posting. Replay a successful operation and a cash event without creating another effect. Test an over-application and a reviewed correction.
Reconcile and release
Compare the client amount, accounting lines and actual cash applications with their source evidence. Have the responsible people accept the pilot results and agree the cutover scope. Retain opening evidence and unresolved exceptions for follow-up.
What the customer provides
- Organization and client identities, contact details and eligibility notes.
- Team membership and the independent reviewer for the pilot business.
- A client document with supporting billable work and a representative correction.
- Ledger account references, opening balances and dated source snapshots.
- Verified cash evidence, duplicate-event examples and any provider connection requirements.
Changing it afterwards
Use Proto to prepare changes for review. Check the effect on permissions and the meaning of existing document revisions before release. Replay the pilot’s approval, duplicate-operation and cash-limit cases after changing an action or connection. Preserve earlier decisions and operation receipts when correcting financial work.
Follow the import order and get-started guide.
Set up Accounting + Invoicing for Freelancers your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.