Time tracking and billable hours management requires consultants to log hours, finance staff to validate entries against contracts and budgets, and then manually recreate those hours in invoicing systems. Manual re-entry, rate mismatches, and budget overages create delays and lost billable time.
Automation validates each time entry against client contracts and project budgets in real time, syncs approved hours directly to invoicing, and updates revenue reports automatically. Invoices are generated same-day with zero manual data entry.
The full workflow, from trigger to completion.
Consultant logs hours. The automation detects the new entry and retrieves the project code, hours, and billable flag.
Automation queries to retrieve the client contract, approved hourly rate, and project budget for the logged project code.
Reviews the time entry against the client contract and project budget. If hours exceed the budget or billable status is unclear, the entry is flagged for manual review. Otherwise, it is approved.
Decision node checks if the automation approved the entry or flagged it for review.
Approved entry is automatically converted into an invoice line item with hours, rate, and client details populated.
Automation appends the billable hours and revenue to the weekly revenue report, updating utilization and consultant totals.
Automation sends a notification to the finance team confirming the invoice line item was created and the revenue report was updated.
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