Template
Monthly invoice review
A monthly template for reviewing outstanding invoices and confirming month-end checks.
Purpose
Make sure invoice review and month-end admin checks happen on schedule with a clear completion record.
Template details
- Recommended recurrence
- Monthly on the last weekday, or an nth-weekday pattern that matches your close calendar
- Suggested recipients
- Accounts payable or receivable owners responsible for the review
- Suggested reminder settings
- Reminders enabled with a shorter delay during close week if needed
- Suggested evidence
- Comment listing exceptions; attach a PDF summary if your process requires it
- Suggested approval setting
- Recommended when a controller or finance manager must sign off the review.
Example task description
Review open invoices for this period, note exceptions and confirm the review is complete.
Completion instructions
Open the completion link, list any invoice exceptions in the comment, attach a PDF summary if required, then submit. Await approval if enabled.