Finance

Project completion - delivery to final invoice

8 steps. Complete closure. No loose ends.

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Step by step

  1. Customer AcceptanceJobs

    Obtain written confirmation that the job is complete and delivery/work has been accepted

  2. Purchase Order ReviewPurchase Orders

    Review all POs raised against the job and confirm all deliveries and invoices received

  3. Cost VerificationWorks Orders

    Check for any incurred costs not yet captured in the job record

  4. Budget ComparisonJobs

    Compare actual costs against original estimate and identify variances

  5. Final CostingJobs

    Update job record with all final costs and calculate true margin

  6. Invoice PreparationInvoices

    Prepare final invoice including any variations or additional charges

  7. Invoice ApprovalInvoices

    Get internal approval for final invoice before sending to customer

  8. Job ClosureJobs

    Mark job as complete and archive all related documentation

What this workflow solves

  • Missing costs are discovered after invoicing, reducing profitability and requiring awkward follow-up billing.
  • Job records remain open indefinitely because the closeout process is unclear or incomplete.
  • Final invoicing is delayed while chasing missing paperwork and supplier invoices across multiple systems.

Frequently asked questions

Modules used

JobsPurchase OrdersWorks OrdersInvoices

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