Connections

• Contract files. Store an accessible URL for a contract or statement of work on a record attachment linked to the client agreement.
• Expense receipts. Put the receipt URL on the expense and link a supporting file when the reviewer needs the original document.
• Payment confirmation. Agree on the source Billing Specialist checks before marking a monthly billing record Received, then record paid date, method and reference note.
• Invoice delivery. If invoices are sent from another system, keep its invoice number on the monthly billing record linked to the milestone.

Assign an owner for each handoff. Check that file UR ls open for the people who review them, and that invoice numbers can be traced to the billing source. Treat the payment operation receipt as evidence of the status action; Finance Manager still reconciles the amount with the source of payment confirmation. During setup, test a valid milestone, a failed invoice attempt and a received billing record before the team uses the process with clients.