Review the full invoice batch before sending. Check drafts against written reports and previous periods to catch missing charges, mistakes, and unexplained changes.
At month-end, the billing team reviews all draft invoices before they are sent. This means checking written reports for completeness and comparing draft amounts with previous periods.
The agentic workflow checks all reports for missed charges and compares invoice drafts with previous invoices to catch unexplained changes. The reviewer resolves the flagged issues and approves the batch before anything is sent to clients.
Follow an invoice batch through completeness checks, period comparison, and approval before sending. Select a step to inspect its example.
Employees describe the work performed for each client. These written reports provide the source for checking whether the draft invoices include all billable work.
Employee reports
Reconciled the bank account and posted supplier invoices, recording 2 hours of bookkeeping. Completed the payroll check in 1 hour and provided routine client support covered by the monthly retainer.
Reconciled the operating bank account with the general ledger and posted 18 supplier invoices. Checked the supporting receipts, assigned cost centres and cleared the two unmatched bank transactions. The bookkeeping is ready for the client's review. Time recorded: 2 hours.
Reviewed the payroll inputs for eight employees against the salary schedule. Checked one employee's amended working hours and the submitted expense reimbursements, then prepared the payroll summary for approval. Time recorded: 10 hours.
Handed the updated working papers to the colleague covering this mandate and walked through the open-item list. This was an internal coordination task. Time recorded: 30 minutes.
Discussed the bookkeeping summary with the client and confirmed which documents will be supplied next. The 15-minute follow-up call falls within the support covered by the monthly retainer.
Completed 4 hours of bookkeeping and 2 hours of payroll checks. Prepared the quarterly VAT return and checked the supporting figures, recording 1 hour for this additional work.
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