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Draftline

Timesheets to invoice

What we did
Product designWorkflow designInteractive prototype
Workflow
Timesheets to invoice lines
Data
Fictional, for demonstration
Demo
Private, on request

Overview

Draftline turns messy timesheet entries into reviewed, finance ready invoice lines. Import a batch, check it against the rate sheets, work through the exceptions and export.

A prototype on fictional data. Names, companies and figures in these screens are invented.

One batch, step by step

Every invoice batch moves through the same steps: import, batch details, projects, process, review and export. The dashboard shows the batch in progress and what is still waiting.

Draftline dashboard with the current batch, invoice value by month and exceptions by type, on fictional data

Import the timesheets

Bring in a timesheet export as a file, or pull approved records from a connected timesheet tool. The required columns are checked before anything else happens.

Import step with a file upload, the required columns and connected timesheets

Exceptions first

Missing job codes, mileage, possible carpools, test equipment and unclear descriptions land in one inbox. Each line shows how sure Draftline is and links straight to the entry.

Exceptions inbox with type, project, confidence and severity for each line

Priced against the right rate sheet

Each project is matched to a rate sheet with the hourly rate for every role and job code, so every line is priced against the right one.

Rate sheet with hourly rates by discipline, role and job code

Every change on record

The audit log keeps every import, accepted suggestion, excluded line and export, with who did it and when. Past batches stay in the batch history.

Audit log of imports, accepted suggestions, excluded lines and exports
Batch history with period, source, lines, value and status

What it commits to

  • ExceptionsMissing codes, mileage and rate mismatches flagged
  • ConfidenceEvery AI suggestion shows how sure it is
  • Audit logEvery change is recorded

Want to click through Draftline yourself? We give private, login protected demos on request.

Ask for a private demo

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