Client billing
Approve routine charges here. Business OS owns invoice issuance, payments and accounting.
Integration status and recovery
These observations come from their named sources. They are not a complete cross-system audit.
Billing customer · not prepared
Workbench → firm Business OS · Owner: Firm billing administrator
Last observation: Not recorded · Check worker health
Customer preparation has not been recorded.
Review and resolveClient statement · needs review
Firm Business OS · Owner: Firm billing team
Last observation: Not recorded
not_configured
Review and resolveLatest office invoice request · no request
Workbench approval / Business OS readback · Owner: Firm billing team
Last observation: Not recorded
Invoices created directly in Business OS are shown in the statement; they have no Workbench approval request.
Review and resolveClient action · none recorded
Client Portal publication · Owner: Company service team
Last observation: Not recorded
Review and resolveCompany books accounting acknowledgement · none recorded
Accounting engine receipt · Owner: Company accounting team
Last observation: Not recorded
No acknowledgement is recorded for this company’s books. The firm’s own receivables accounting belongs to the firm issuer.
Review and resolveConfirm the firm's current invoicing details in Our firm's billing before approving invoices.
Issuer setup required
Configure and verify the firm's own Business OS issuer before issuing real invoices. No confirmed balance is available.
Recent invoices
No issued invoices available here.
Billing requests
No invoices requested through Workbench.