Month-End Overview (End-to-End)

Month-end invoicing pulls together all the prior steps — approvals, oversight, report generation — into final invoices sent to clients.
Everything is date-range based, typically one calendar month.

Overview of the workflow

1. Set cut-off dates – freeze time entry and oversight edits.
2. Approve accounts – managers confirm all hours and rate schedules.
3. Calculate invoices – generate draft invoice data.
4. Review & adjust – check for missing or zero-value items.
5. Save & email – create PDFs, email to clients, and publish to the portal.

Each invoice reflects all approved time, hourly billing logs, and completed projects for that period.

Quick checklist

• ✅ Time tracking cut-off set
• ✅ Oversight time added
• ✅ All accounts approved
• ✅ Hourly billing verified
• ✅ Invoicing cut-off applied
• ✅ Files generated and emailed

Notes

• Everything is tied to a billing date range — consistency is essential.
• Always verify that reports and invoice files match before sending.
• Once emailed, data should remain locked for audit integrity.