About consolidated invoicing
The consolidated invoicing capability provides a self-service way to automate and customize invoice generation in Beeline Professional. It enables administrators to create invoice blueprints that define how approved timesheets and expenses are captured, formatted, and billed. Users can also schedule recurring invoice runs that align with finance cycles.
Consolidated invoicing supports both broad and targeted billing scenarios. Users can combine multiple suppliers and financial data types (such as timesheets and expenses) into a single invoice, or generate invoices for a specific supplier, data type, organization, or location. Blueprint configurations provide full control over invoice scope and structure.
Consolidated invoicing components
- Invoice blueprints
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Self-service configurations that define the recurring structure of an invoice, including schedule, suppliers, data types, and required fields.
- Automated invoicing
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Automatically executes invoice cycles based on blueprint schedules. Approved timesheets and expenses are processed into preliminary invoices for review, followed by final invoices ready for payment and consumption by client financial systems. This automation reduces manual effort and eliminates the need for manual exports.
- Enhanced Invoice hub
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A centralized view that provides invoice visibility for all users. Displays your previous invoices and any new completed preliminary and final invoices, as well as invoices currently in progress. Filters allow users to quickly locate invoices by status, type, suppliers, billing period end date, and more.
- Invoice output and delivery
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Enables users to download invoice files after successful execution. Invoice files are available in the Invoice hub and the Blueprint Execution History view. Also, you can download invoice files to a designated SFTP directory.
- Invoice notifications
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Notifies relevant users when a consolidated invoice blueprint is executed and when supplier batches within that invoice are processed.
- Reporting foundation
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Uses the Spend Detail Report as the underlying data source during invoice blueprint configuration. This ensures invoice output files align with financial reporting standards and use a consistent, validated data set.