accounts receivable audit trail · Custom ERP integration
Receivables audit trail for consultancies with Custom ERP integration.
Connect Custom ERP integration, encode the rules your team already follows and move every open invoice toward a documented outcome.
Map this workflowOperational fit
Built around how consultancies actually bill.
monthly retainers, time-based fees and milestone billing.
senior stakeholders expect context-aware communication.
a reminder can undermine an ongoing engagement or renewal conversation.
surface commercial blockers to the engagement owner before increasing pressure.
One controlled route from signal to outcome.
make every automated and human receivables decision reconstructable. The trace separates source events, policy decisions and user actions.
- 01
Capture source events
- 02
Version the policy decision
- 03
Record human intervention
- 04
Export the complete invoice history
Custom ERP integration data contract
Use the ledger as truth. Add the decision layer it lacks.
A scoped integration supplies the minimum receivables events needed for monitoring, decisions and outcome updates. Agree source ownership, field mapping, update frequency, failure handling and security review during implementation.
Evidence remains attached to the decision.
For this workflow, DueHello keeps source-event timeline, policy version, actor and action log. The team can see what happened without reconstructing it from inboxes.
source-event timeline
policy version
actor and action log
Questions before you put it into production.
How is receivables audit trail used by a consultancy?+
DueHello monitors monthly retainers, time-based fees and milestone billing, applies the configured receivables policy and records why each action was sent, paused or routed to engagement partner and finance lead.
What data does DueHello use from Custom ERP integration?+
The workflow uses stable invoice and customer keys, balance and lifecycle status, dates, entity and currency, exceptions, payments and ownership. A scoped integration supplies the minimum receivables events needed for monitoring, decisions and outcome updates.
What stops the receivables audit trail workflow?+
The workflow stops or changes route when the record is retained as evidence rather than deleted from history. DueHello then surface commercial blockers to the engagement owner before increasing pressure.
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 retainers, time-based fees and milestone billing. We will map the policy, exceptions and Custom ERP integration data route with your team.
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