Invoices
Approving an invoice before funds move
A weekly batch can look routine and still hide a duplicate, a limit breach, or a change that arrived after someone said yes.
The question for the week
Can this batch be funded now, what needs a person, what must stop, and can you show why later?
Checks a team usually cares about
- The timesheet or work record is still approved.
- The invoice matches the hours and rates.
- This invoice has not already been funded.
- The customer is still inside their credit limit and concentration.
- The person or agent asking is inside their own authority.
- Payee bank details have not changed since approval.
Three outcomes
Allow means it is inside the rules you set. Escalate means a second person must look, and the initiator cannot approve their own exception. Deny means it should not proceed. Missing or unknown evidence should not pass as if it were zero.
ValarIQ can record that outcome. The funding platform or bank still moves the money.