Keep billable work, its reviewed revision and the invoicing result connected.
Accounting Preparer connects draft billable time to its accounting document and organization. Check the applicant information and supporting work evidence before submission. The client document provides the financial context for the intended invoicing action.
Accounting Preparer submits the billable work with its revision and submission date. Preserve that reviewed scope while the decision is pending. Resolve a wrong parent or organization before asking someone to decide the work.
Accounting Reviewer independently approves or rejects the specific submission against the same parent and revision. Check the submission identity when another time entry shares those values. Record the decision and reason so the preparer can understand why the work is eligible or why it needs attention. Self-approval is excluded.
Accounting Preparer executes the eligible approved action using a stable operation key. Keep the persisted effects and linked receipt before marking the time completed. If the response is interrupted, inspect that same operation before retrying.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.