Associates and expenses, defensible to the client
Associate invoices, travel and expenses coded to the engagement they belong to, with the reasoning on record for the day a client audits a recharge.
Illustrative example.
What Mandate knows about a consultancy's accounts payable
Associates and subcontractors
Day-rate invoices matched to the engagement and the period, with anything outside the agreed pattern stopped for a person.
Travel and expenses
Costs that are rechargeable to one client and not to another, coded by the rules in your mandate rather than by memory.
Research and data
Subscriptions and one-off purchases split between engagements and overhead, by the pattern in your own history.
When a client asks why a cost was billed to them, the answer should already exist.
Every posting decision is recorded with its evidence, its confidence score and the mandate version in force. When a client challenges a recharge, the reason is a document, not a recollection.
What it reads, and what it never does
Mandate connects read-only to Xero or Microsoft Dynamics 365 Business Central and to the mailbox your supplier invoices arrive in. Nothing is written to your ledger during the 60-Day Proof.