Inputs from your team
- Invoice inbox
- Purchase orders and receiving records
- Vendor master and approval matrix
Manage money in and money out
Accounts Payable Support
Turn invoices from multiple channels into an approval-ready queue while the client keeps vendor-change verification and payment release authority.
- 1Invoices
- 2duplicate and evidence checks
- 3approval-ready queue.
The operating problem
Bills are missed or paid late when intake, duplicate checks, due dates, purchase evidence, and approval status are tracked in separate places.
The working scope
What the bookkeeper prepares
Use this list as a starting point, then match it to your systems, calendar, and approval matrix.
- 01
Capture and index vendor bills
- 02
Check required fields and duplicates
- 03
Match purchase and receiving evidence
- 04
Route approvals and prepare payment proposals
A reviewable handoff
Inputs become prepared outputs.
Named records and tangible deliverables make the role easier to scope, train, review, and improve.
Outputs for review
- Entered-bill queue
- Approval and due-date report
- Duplicate or discrepancy log
Decisions stay accountable
Controls your team retains
Capacity should not blur authority. These decisions and approvals stay with the named client owner or qualified adviser.
- Preparers do not release payments
- Bank-detail changes require independent verification
- A client approver accepts every payment proposal
A controlled start
The first week is for mapping and review.
Start with a representative sample before expanding access or volume.
Map invoice intake and approval paths
Review the active vendor master
Run one sample batch through approval without releasing funds
Related workflows
Build the next connected scope.
Scope this workflow