The Financial claim keeps extracted source facts, human review, and saved claim values as separate steps. A proposed amount does not enter a form calculation until an authorized reviewer posts it.
Review each source stream
- Time: check people, dates, projects, hours, duplicates, and support.
- Payroll: confirm salary facts, associated or specified employee treatment, and approved allocations.
- Expenditures: confirm vendor, date, category, support, and treatment before posting.
- Claim facts: review source-derived proposals and their destination before they change the saved claim.
Post and reconcile
Approve, exclude, or edit each item with its provenance visible. Post the reviewed set, then reconcile the saved claim totals and form lines before technical or filing sign-off.