Internal operations · Live demo
Timesheet and expenses chaser
Reminds consultants about missing timesheets and expense receipts, answers their questions from the records, and tells finance who is holding up billing.
Talk to Ivy at Pellbridge Consulting
Pellbridge Consulting is made up. Ivy is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Client billing waits on timesheets, and consultants on client sites across Asia leave them until the last minute. Finance spends every week chasing the same people for hours and receipts.
How it works
- Checks timesheets and expense claims against each consultant's calendar and job codes
- Messages each consultant with exactly what is missing
- Answers questions like "how many hours have I logged?" from the timesheet system
- Explains the expenses policy, like what to do about a lost receipt
- Gives finance a list before the billing run of who is complete and who is not
What it connects to
- AgentHi Jason, it's Ivy. Your timesheet for last week is still open, and there's a HK$1,850 taxi claim from the Shenzhen trip with no receipt. Could you sort both before Friday's billing run?
- Jason (consultant)Sorry, I've been on site all week. How many hours have I got in so far?
- AgentYou've logged 22 hours, all on the Norhaven Logistics job. Your calendar shows client sessions on Thursday and Friday as well, so I'd expect about 18 more.
- Jason (consultant)Yes, both days were Norhaven. And I lost that taxi receipt.
- AgentNo problem. Claims under HK$2,000 can go in with a missing-receipt form, and Fiona approves it. I'll email you the form now and check back on Thursday if the timesheet is still open.
Illustrative conversation. Names, numbers and details are made up.
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