invoice follow-up approval workflow · CSV import
Approval by exception for design studios with CSV import.
Connect CSV import, encode the rules your team already follows and move every open invoice toward a documented outcome.
Map this workflowOperational fit
Built around how design studios actually bill.
deposits, design phases, production and licensing.
feedback cycles and payment conversations share the same client contacts.
a revision or licensing question can be mistaken for ordinary lateness.
hold the cadence while an agreed creative or licensing exception is active.
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
CSV import data contract
Use the ledger as truth. Add the decision layer it lacks.
A validated import creates the invoice state used by the playbook; later files update matching records through stable identifiers. Map required columns, validate sample rows and define the import owner before any automated action is permitted.
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 design studio?+
DueHello monitors deposits, design phases, production and licensing, applies the configured receivables policy and records why each action was sent, paused or routed to project lead and studio finance.
What data does DueHello use from CSV import?+
The workflow uses stable invoice and customer IDs, issue date and due date, open amount and currency, payment, dispute and owner status. A validated import creates the invoice state used by the playbook; later files update matching records through stable identifiers.
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 hold the cadence while an agreed creative or licensing exception is active.
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 deposits, design phases, production and licensing. We will map the policy, exceptions and CSV import data route with your team.
Book a demo