Time Compliance
Timesheet submission and approval timeliness per consultant and per practice: submitted on time, submitted late, not submitted, average days to approve. Feeds performance conversations and close cadence.
Time capture to billing eligibility
Review time and expenses before they enter a client invoice.
3 stages · 1 approval
Roles and responsibilities
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Capture work
Consultants log daily time against ProjectTasks on a weekly Timesheet. Subcontractors post TimeEntries under their active SubcontractorPO. Consultants submit ExpenseReports with ExpenseItems and receipts; policy flags (over limit, missing receipt) fire at submission. Timesheets and ExpenseReports move Draft → Submitted.
Approval required
Review the work
PM independently approves TimeEntries within their project scope; the Timesheets header becomes Approved only after every project portion is accepted. ExpenseReports retain their own independent project review. Practice Lead handles escalations and cross-project exceptions. For T&M projects with client-approved time, approved hours auto-create a ClientApproval request against the client portal; on client approval, TimeEntries become invoice-eligible. Approved ExpenseReports pay out through payroll/AP integration.
Prepare eligible billing
Accounts or PM runs the period invoice workflow. T&M Invoices accumulate approved billable TimeEntries and ExpenseItems in the period. Milestone Invoices fire on ProjectPhases.Status = Complete and an approved ClientApproval for the phase's MilestoneAmount. Fixed-fee Invoices follow the contract billing schedule (e.g. 30 / 30 / 40) independent of time. Retainer BillingPolicies draw down a retainer pool against logged hours or flat monthly fees. Draft Invoices route through PM review → Accounts → client send (Draft → PendingApproval → Sent). AR handles cash application through the accounting GL integration; AmountPaid rolls up.
Approvals and controls
1 approval required in this process
-
Review the work
Project Manager signs · prepare eligible billing waits
Timesheets, ClientApprovals - No actor approves their own submitted work.
- Mixed-project time needs every applicable project review.
- A required client decision remains separate from internal approval.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Capture work | TimesheetsTimeEntriesExpenseReportsExpenseItems | Submit scoped time and expense evidence |
| 2 Review the work | TimesheetsClientApprovals | Approve each project portion and required client acceptance |
| 3 Prepare eligible billing | InvoicesInvoiceLineItems | Consume approved billable sources once |
Process reports
All reportsRevenue Backlog / Pipeline-to-Bookings
Contracted-but- unrecognized revenue by project and expected recognition month, plus CRM pipeline weighted by close probability to surface the bookings pipeline feeding forward quarters.
Subcontractor Spend
Spend per subcontractor, rolled up to project and practice, with on-sell margin (ClientBillRate − PayRate) × hours. Flags POs trending against NotToExceed.
Run by an agent
Agent support
Proto cannot independently approve its own prepared work, supply client consent, infer payment or claim accounting-policy compliance from a generated schedule. Required platform capabilities and external mappings must be verified before implementation.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› time capture to billing eligibility · capture work on Timesheets, TimeEntries, ExpenseReports, ExpenseItems
✓ Consultants log daily time against ProjectTasks on a weekly Timesheet.
› time capture to billing eligibility · review the work on Timesheets, ClientApprovals
⏸ approval · waiting for the project manager
# 1 more stage after approval: prepare eligible billing
Other processes
3 moreOpportunity to staffed engagement
Turn a confirmed client opportunity into a scoped project with reviewed staffing.
3 stages · 0 approvals
Change request to controlled delivery
Keep revised scope and external commitments tied to their approval evidence.
3 stages · 1 approval
Invoice preparation to financial reconciliation
Release a supported invoice and retain the evidence for its collection and recognition state.
3 stages · 1 approval