Scenario Mary, an Engagement Manager, is on a flight back home. She is using her EY tablet to finalize a draft bill for the Corporate Deal Advisory engagement.

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Presentation transcript:

Scenario Mary, an Engagement Manager, is on a flight back home. She is using her EY tablet to finalize a draft bill for the Corporate Deal Advisory engagement with Bounty Mining. The bill is due in 3 days as part of the engagement’s billing schedule.

View drafts by engagement View a previous draft (optional to show to SMR’s) Create a new draft View the draft PDF Edit customer data a.k.a header Add a detailed Excel of hours and expenses per client request Rename the draft Submit for approval Task Flow

Mary selects the Corporate Advisory and sees a list of previous draft bills her team has created. She taps her previous draft of the January 2014 Invoice.

She decides she wants to create a new draft instead of working off this previous draft. Clicking the back button returns her to her list of draft bills.

Mary taps ‘New’ to create a new invoice.

She types the draft name, continues with the Invoice draft type default selected, and specifies to use include unbilled WIP from January in the bill. She then selects ‘Create New Draft’

Mary wants to change the bank and routing information for the PDF invoice, she selects ‘Edit’

FINALIZE

She checks that the Bounty Mining’s bill-to and payer information is correct, then edits the bank name and account number. She then taps save to return to the PDF draft.

USD Billing Currency: USD

Per Bounty Mining’s request, Mary also needs to include her team’s detailed hours and expenses. She selects the attachments tab.

She adds the January 2013 detail Excel file then wants to change the name of the draft. She selects the ‘Information’ tab.

USD Billing Currency: USD

She adds the January 2013 detail Excel file. She can also delete, view, and edit the name of the attachments within the tab.

Mary changes the name of the draft. She selects ‘Submit’ which changes the status of the draft for approval and notifies the Engagement Partner, and Billing Approver, Peter.

The status of the draft changes to ‘Awaiting Approval’ and notifies the Engagement Partner, and Billing Approver, Peter.

View drafts by engagement View a previous draft (optional to show to SMR’s) Create a new draft View the draft PDF Edit customer data a.k.a header Add a detailed Excel of hours and expenses per client request Rename the draft Submit for approval Task Flow