APPROVED WORK TO FINANCE
Keep billable work traceable to the effort that supports it.
Pass eligible approved work into the connected billing process, while keeping pricing, invoice creation and document issue as separate reviewed decisions.
An invoice amount should have a readable work basis
When tracked effort is copied into a separate invoice, the explanation behind the amount can disappear. Tsumira connects eligible approved billable work to finance through defined events and keeps billing references available to the time workflow. This supports a traceable conversation about the work without treating a timer, billable flag or timesheet approval as the final decision to charge a customer.
Approve the actual work before financial handling
The time workflow first records a person’s work and then submits a defined week to a reviewer. Approval is the checkpoint for the included entries. Eligible billable entries can then provide the basis for the finance handoff. Nonbillable work remains a time record rather than silently becoming a commercial charge. Check the customer, task and description so the financial colleague can understand the activity behind the candidate.
- Recorded work and weekly approval
- Eligible billable entry handoff
- Customer and task context
Resolve pricing in the commercial workflow
Approved minutes are not a final invoice amount. The connected finance workflow has billable items, pricing and rate-card decisions, followed by invoice preparation and controlled issue. Review the applicable rate and document details before relying on the result. Current finance works in whole JPY under Japanese consumption-tax rules; do not interpret an English or German interface as evidence of EUR pricing or local German accounting support.
- Separate pricing and rate-card review
- Invoice preparation before issue
- Current JPY and Japanese tax model
Read the billing reference from the work record
The time-side billing projection can carry a billable item, invoice and line reference, together with a state such as reserved, released, invoiced or credited. That makes it possible to follow the work’s billing relationship rather than maintaining a separate handwritten invoice note. Read the linked document for the authoritative commercial details. The time view presents the relevant relationship; it is not a replacement for the financial record.
- Invoice and line references
- Reserved, released, invoiced or credited state
- Link back to commercial details
A concrete workflow
Record the effort accurately
Use the appropriate work reference, date and descriptions and set the billable indicator deliberately.
Complete the time review
Submit the week and let the designated reviewer decide on the specific included work.
Review the finance candidate
Check eligible billable work, customer context and the applicable price in the connected financial workflow.
Verify the document relationship
After the reviewed document action, inspect the billing state and invoice reference associated with the work.
An illustrative working example
Illustrative workflow: explain a consulting invoice line
A consulting team records customer workshop time against the relevant work. The submitted week is reviewed and approved. The finance colleague inspects the eligible billable item, checks its price and prepares the invoice through the controlled document flow. Later, a question about the line can be investigated from the work record’s billing reference and the actual invoice, rather than relying on a copied spreadsheet total.
Questions about this topic
Does a billable flag immediately create an invoice?
No. The flag classifies recorded work. Approval, eligible finance handoff, pricing, document preparation and issue are separate parts of the workflow.
Does approved time already have an agreed price?
Not necessarily. Approved effort and commercial pricing answer different questions. Inspect the applicable billable item and rate before preparing a document.
Can I see a relationship to the invoice line?
The time-side projection supports invoice and line references with billing state. Open the linked financial record to verify the authoritative document details.
Does this support EUR and German invoice standards?
That is not established. Current connected finance uses whole JPY and Japanese consumption-tax rules; no EUR, DATEV, GoBD or German e-invoice promise is made here.
Explore connections around this workflow.
Ideas for intended connections. Check the actual availability, permissions and supported data for each app before using a scenario.
