Translate scope into an authorised baseline
Connect the accepted assignment to deliverables, owners, expected evidence and dates without allowing a project plan to rewrite the agreement.
Workflow blueprint
Accounting project management software from promise to charge
A delivery evidence chain that prevents unchecked tasks, time entries or expenses from becoming invoices by themselves.
Support assignment control while excluding automatic timers, resource optimisation, utilisation, work-in-progress accounting, revenue recognition and accounting conclusions.
TL;DR — Support assignment control while excluding automatic timers, resource optimisation, utilisation, work-in-progress accounting, revenue recognition and accounting conclusions.
Capture observations with their sources
Treat submitted time, expenses and working documents as reviewable claims whose contributor, period and supporting reference remain visible.
Approve changes before using them
Record proposed variation, commercial decision and effective point so extra effort cannot silently expand the billing basis.
Bridge the released output to billing
Reference the reviewed deliverable, accepted change and eligible observations in a deliberate invoice instruction.
Page-specific decision aid
An accepted-assignment, change, delivery and invoice-instruction chain
The chain follows a monthly management-reporting assignment from accepted scope into planned work, one authorised change, submitted time, a rejected travel expense and reviewer comments. It retains the released report version, client acknowledgement and the evidence used to prepare the billing instruction.
- ✓A task plan describes intent rather than completed work.
- ✓Submitted expense is not automatically chargeable.
- ✓Rework cannot silently alter the commercial baseline.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Commercial promise project plan and delivery observation stay separate
- ✓Rejected time or cost remains in history with its reason
- ✓Released deliverable version supports the charge handoff
- ✓Resource WIP revenue and automatic project-accounting claims excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow