Document preparation to approval

Step by step

1. Prepare the charge Billing Coordinator

   Billing Coordinator checks the business partner and organization on the Draft document, assigns its owner and adds the fee lines. Confirm quantity, unit price, net amount and tax against the practice's agreed calculation rules. Attach the accepted design evidence and use the document type that matches the transaction.

   • Draft document has client and fee context
   • Updates Accounting documents, Document lines, Business partners

2. Request review Billing Coordinator

   Billing Coordinator moves the document from Draft to Review once the lines and supporting material are ready. Finance Manager receives the current document revision and compares its total with the accepted milestone fee. A changed fee needs the corresponding evidence before the review can conclude.

   • Draft becomes Review
   • Updates Accounting documents, Record attachments

3. Approve document Finance Manager

   Finance Manager records Approve, Reject or Return with the source revision, reason and decision date. Approve moves the document to Approved; Reject moves it to Rejected; Return sends it to Draft for correction. The preparer responds to the recorded reason and resubmits corrected work under the agreed review policy.

   • Review becomes Approved, Rejected or Draft
   • Updates Accounting documents, Review decisions
   ApprovalA person approves before the work moves on.

4. Hand over approved work Finance Manager

   Finance Manager uses the approved document to prepare its journal. Retain the document reference and reviewed revision throughout the handoff. Follow the accounting outcome before treating the source as Posted.

   • Approved source supplies journal preparation
   • Updates Accounting documents, Journal entries

Billing Coordinator

, Finance Manager, Project Architect.