invoice follow-up approval workflow · Moneybird
Approval by exception for accounting firms with Moneybird.
Connect Moneybird, encode the rules your team already follows and move every open invoice toward a documented outcome.
Map this workflowOperational fit
Built around how accounting firms actually bill.
monthly service fees, annual work and advisory projects.
the firm may hold the financial context behind a client delay.
automated pressure can ignore tax deadlines or an agreed payment arrangement.
route account-specific exceptions to the client partner with a complete trace.
One controlled route from signal to outcome.
let ordinary actions run while high-risk or unusual cases wait for a person. Thresholds and approvers are visible before a sequence goes live.
- 01
Evaluate the proposed action
- 02
Compare it with review thresholds
- 03
Present context to the approver
- 04
Record and execute the decision
Moneybird data contract
Use the ledger as truth. Add the decision layer it lacks.
DueHello uses the connected administration to monitor invoice state while policy and communication history remain visible in the workspace. Authorise the administration, confirm the invoice population and review the first actions in Draft mode.
Evidence remains attached to the decision.
For this workflow, DueHello keeps threshold matched, approver identity, decision and final action. The team can see what happened without reconstructing it from inboxes.
threshold matched
approver identity
decision and final action
Questions before you put it into production.
How is approval by exception used by a accounting firm?+
DueHello monitors monthly service fees, annual work and advisory projects, applies the configured receivables policy and records why each action was sent, paused or routed to client partner and practice finance.
What data does DueHello use from Moneybird?+
The workflow uses contact and invoice identifier, invoice and due dates, open amount and payment state, administration reference. DueHello uses the connected administration to monitor invoice state while policy and communication history remain visible in the workspace.
What stops the approval by exception workflow?+
The workflow stops or changes route when an authorised person approves, edits or rejects the action. DueHello then route account-specific exceptions to the client partner with a complete trace.
Does DueHello replace the finance or account team?+
No. DueHello performs the permitted follow-up and brings exceptions to the accountable person with the context and evidence needed to decide.
Map this against real invoices.
Bring one month of monthly service fees, annual work and advisory projects. We will map the policy, exceptions and Moneybird data route with your team.
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