Integrations and source ownership

• Accounting platform. Agree how reviewed deliverable invoices and payment outcomes reach the agency’s books. Keep the accounting invoice identifier with the deliverable payment.
• Payment provider or bank. Reconcile confirmed collection to the matching deliverable payment before marking it received.
• Identity provider. Map agency people to the access rules for client, engagement and financial records.
• File storage. Store contract, statement of work, receipt and deliverable links against the appropriate record attachment.

Name the owner of each external system, its source identifier and the person who reconciles exceptions. Check a repeated event against the existing deliverable or payment before creating another record. A provider timeout needs review against the original invoice or payment reference. Review access to staff cost rates and financial files as part of connection setup. Prepare implementation.