Month-end project invoice review

Time cards become a review list per project, and each manager decision is written back into the invoice workbook.

The month-end review screen on a laptop: a project manager has decided every project, with a banner and a mock spreadsheet cell, all invented test data.

Status: Private copy, filmed on test data
Runs on: Microsoft 365, SharePoint, Excel, Office Scripts, Outlook, Power Automate
Data: Invented companies and test data

Opening frame of the trailer for Month-end project invoice review.

The problem

At month end, every project manager at Brightwater Systems (an invented company) must confirm hours before invoicing. A script split time cards into one Excel file per person, then the finance manager copied the approved hours into the invoicing workbook by hand.

What I built

Power Automate flows turn a time card export into one SharePoint list item per project. Office Scripts compare forecast with actual hours. Each manager records one decision, and a script writes the hours, colour and mark into the Excel workbook. A report goes out by email.

The pretend email that tells each project manager their month-end review is ready, listing projects and hours per person (invented data).

The review screen on a phone, with a project open to show its figure and the Ready, Accrual, Rev. Rec. and Manual choices (invented data).

What it changed

Ran end to end in a test tenant on a month of test data: about a hundred projects and close to two thousand hours. By design it covers about 95 percent of month-end service invoicing; the rest stays manual. A public click-through demo runs on scrambled data.

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