Client invoice details
- Approved billable scope
- Applicable client terms
- Authorized expenses or materials
- Supporting completion information
Carry approved work into financial review
Connect Approved Assignments to Invoicing and Payables
Prepare client invoice details and contractor payable records using approved assignment data, supporting evidence, and the applicable commercial terms.
Financial review should begin with approved work, not a new round of manual reconstruction.
Evidence Time, expenses, materials, and completion records
Approval The authorized operational decision
Client invoice details Prepared from approved components
Contractor payable record Prepared under the applicable agreement
Financial review should begin with approved work
- 1
Complete the assignment review
Confirm that the required evidence and operational approvals are present.
- 2
Validate the components
Review rates, time, expenses, materials, and other approved information.
- 3
Resolve exceptions
Keep billing or payable questions connected to the records that caused them.
- 4
Prepare the approved record
Move ready information toward invoicing, payables, reporting, or authorized export.
One assignment, two financial views
Client billing and contractor payables may use related operational facts but follow their own approved terms.
Contractor payable record
- Approved contractor components
- Applicable contractor terms
- Accepted time or expenses
- Resolved exceptions
Keep every question connected to its source
| Question | Record to review |
|---|---|
| Was the mileage authorized? | Assignment terms, submission, and approval |
| Does the rate match? | Applicable agreement and assignment record |
| Are the materials supported? | Submitted detail, evidence, and reviewer decision |
| Is the record ready? | Completion status, exceptions, and final approval |
Example
Review mileage and materials before preparing the financial record
A reviewer can compare submitted mileage and materials with the assignment, applicable terms, and approved evidence before the records are prepared for the client invoice and contractor payable process.
What moves downstream
Only information that has completed the authorized review should be prepared for the next financial process.
- Approved assignment components
- The applicable rates and terms
- Resolved expense and material records
- The supporting operational context
- A clear distinction between ready records and open exceptions
Questions
What teams usually ask
Does Mezline replace our accounting system?
Mezline focuses on the operational record and financial review around contractor-delivered work. Downstream accounting processes depend on your configuration and plan.
Can client billing and contractor payables differ?
Yes. Each should follow the applicable agreement, approved components, and review process.
Explore Mezline
Connect the outcome to the rest of your contractor operation.
See how Mezline brings contractor records, clients, assignments, approvals, invoicing, payables, and reporting into one operating system.