Bills & Expenses · Pricing
Receipt & Invoice Follow-Up
Starting at$350a month
What the price covers
Up to 50 missing-document items; up to 3 reminders per item; monthly exception digest
What we do
- Maintain the missing-document register and reminder schedule
- Review requests and recovered documents; match usable records to the outstanding list
- Handle the cases requiring human follow-up beyond automated reminders
- Review the monthly exception digest and unresolved owners
What you get
Updated receipt/invoice register and a monthly exception digest.
Not included
Recreating missing documents; bookkeeping entries (Monthly Bookkeeping).
Included in
Every Step. All 16.
- 01Build the list of transactions missing usable backupMonthly register · Operations
- 02Assign each item to its owner or employeeMonthly register · Operations
- 03Check the reminder dates and delivery channelMonthly register · Operations
- 04Send or review the initial request for the receipt or invoice50 document cases/mo · Operations
- 05Check reminder delivery and stop reminders for completed items50 document cases/mo · Operations
- 06Read owner replies for business purpose, job number and notes50 document cases/mo · Operations
- 07Check that a returned document supports the correct transaction50 document cases/mo · Operations
- 08Attach recovered backup to the existing transaction50 document cases/mo · Operations
- 09Close the request or explain why the backup is still insufficient50 document cases/mo · Operations
- 10Contact the owner when automated reminders do not resolve the request10 human exceptions/mo · Operations
- 11Explain exactly which document or detail is still missing10 human exceptions/mo · Operations
- 12Match corrected replies to the original request10 human exceptions/mo · Operations
- 13Escalate items still unresolved after the agreed reminder limit10 human exceptions/mo · Operations
- 14Prepare the open-item list with amount, age and responsible personMonthly digest · Senior accountant
- 15Review unresolved owners and required next actionsMonthly digest · Senior accountant
- 16Send the monthly exception digest to the ownerMonthly digest · Senior accountant
More In Bills & Expenses
All 10 servicesManaged Accounts Payable$475 a month40 bills; weekly intake and approval routing; supplied recordsScheduled Bill-Payment Administration$350 a month4 scheduled batches; up to 40 payments; approved payables and available fundsEmployee Expense & Reimbursement Administration$325 a monthUp to 15 expense claims; policy check and approval routingAutomated Document Chasing$150 a monthUp to 50 missing receipts or bills per month chased by the Backline system (up to 3 automated reminders per item); returned documents matched and attached; monthly exception digest.