How it Works
The system turns completed work into an issued invoice through a single, connected workflow built natively inside Salesforce.
There are no exports, no re-keying of data, and no hand-offs between teams.
Every step is linked, automated, and fully auditable.
Instead of work moving between people and systems, the process moves forward on its own.
1. Work is recorded
The worker submits their timesheet through a secure online portal from any device — desktop, tablet or mobile.
Each submission is automatically validated against the underlying placement or job record, including:
Correct worker and client
Approved dates and times
Agreed daily or hourly rates
Predefined billing rules
Because the system already knows the placement details, there is no manual sense-checking, cross-referencing, or correction later.
Invalid or incomplete entries are stopped at source, before they ever reach approval.
2. Work is approved
Once submitted, the designated approver is notified automatically.
Approval happens via a secure link — no Salesforce login required, no attachments, no forms exchanged.
Approvers can:
Confirm work completed
Query or reject entries where required
See exactly what they are approving, in context
Every approval is timestamped and stored against the original work record, creating a clear audit trail without adding administrative overhead.
3. Rates and fees are calculated
As soon as work is approved, the system applies the agreed commercial rules automatically.
This can include:
Daily or hourly pay rates
Agency, service or margin-based fees
Different payer arrangements (client-paid, worker-paid, self-bill, etc.)
Custom billing logic by role, client or contract
All calculations are handled by the system — consistently, every time.
There are no spreadsheets, no calculators, and no risk of human error.
4. Invoices are created
Approved work immediately generates the relevant invoices.
Client invoices and worker invoices are created directly from the approved timesheet data, ensuring:
No missed days
No delayed billing
No discrepancy between work completed and revenue raised
Invoices are permanently linked to the original job, worker and timesheet, creating a complete operational and financial record.
5. Invoices are delivered
Invoices are automatically sent to the correct recipients as soon as they are created.
There is no need to wait for month-end runs, manual batching, or finance intervention.
Each invoice is:
Logged inside Salesforce
Associated with the correct client and worker
Available for reporting, auditing and reconciliation immediately
Billing becomes continuous instead of periodic.
6. Status is tracked in real time
Every stage of the process — submitted, approved, invoiced, paid — is tracked live inside Salesforce.
Operations and finance teams see the same data, at the same time, in the same system.
This provides:
Real-time visibility of revenue
Clear payment status
Instant answers to client or worker queries
No reconciliation work between systems
The result
A single approval triggers the entire billing process — from completed work to issued invoice.
Administration is replaced by automation.
Teams manage exceptions instead of processing paperwork.
Revenue follows work immediately, not weeks later.
The operation runs as a system — not a series of manual tasks.