Inputs from your team
- Time-system export
- Staff and project roster
- Expense claims, receipts, and approval rules
Support payroll and workforce records
Timesheet and Employee Expense Support
Check completion, project coding, approvals, and receipts before workforce data moves into billing, payroll, or project reporting.
- 1Time + expenses
- 2code and approval checks
- 3payroll and billing inputs.
The operating problem
Missing time, unapproved hours, and incomplete expense claims delay downstream work and obscure which manager owns each exception.
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
Check timesheet completion
- 02
Validate project and activity codes
- 03
Assemble approved downstream inputs
- 04
Match expense claims to receipts and flag exceptions
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
- Completion report
- Approved-input export
- Uncoded-time and expense exception list
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.
- Managers approve time and expenses
- Payroll and billing owners approve downstream use
- Support staff do not set employment or reimbursement policy
A controlled start
The first week is for mapping and review.
Start with a representative sample before expanding access or volume.
Map cutoffs and approval hierarchy
Test one department or project
Confirm handling for late, changed, and disputed submissions
Related workflows
Build the next connected scope.
Scope this workflow