How to Approve and Correct an Activity Report (AR) for a Time & Materials Project by a Business Manager

An Activity Report (CRA) is a supporting document that formally links you to your Client.

It includes:

• The number of units of work delivered by your Consultants

• Any expenses incurred

• Non-working hours and on-call hours

• An evaluation of the project

Validating the AR is required to trigger invoicing for a Time & Materials - LittleBig Connection project

This article explains how to approve and correct your Consultants’ CRA to ensure timely payment.

In this article

• Impact of the AR on Invoicing and Payment

• How to Verify and Approve a Consultant’s AR (Time & Materials Project)

Impact of the AR on Invoicing and Payment

The AR must be validated at the end of each month of the project.

Validation is necessary to:

• Generate the invoice or Billing Vouchers

• Trigger the payment process

Important

Any delay in validating an AR will delay invoicing and therefore payment.

To ensure timely payment, follow the recommended validation dates.

How to Verify and Approve a Consultant’s AR(Time & Materials Project)

Follow these steps to verify and approve a CRA.

Step 1: Access the AR list

1. Go to the Activity Report/Invoices tab.

2. Click Display Activity Reports and Billing Vouchers.

Step 2: Open the AR

For each AR with the status Approved by Consultant:

1. Open the contextual menu.

2. Click View the Activity Report

Step 3: Review the AR summary

Check the information entered by your Consultant in the Summary of the Activity Report panel on the right-hand side of the screen.

Step 4: Review or complete Project Details (optional)

Click Project Details to:

• Review items added by your Consultant

• Add additional information if needed

You can manage the following sections:

Documents and Deliverables

• Share documents produced during the month.

Regularisation

If an error was made in the previous month’s CRA (e.g., one extra billed day):

• Indicate the number of units of work to add or deduct.

Overtime

• Enter the total excluding tax (HT).

• Specify your calculation method in the comment section.

Step 5: Review the Monthly Activity Report (optional)

In this section, you can:

• View a description of deliverables

• Check the Consultant’s evaluation of the project

Step 6: Check Breakdown of the projects (if applicable)

This section appears only if the Client has activated the Breakdown feature for the project.

If visible:

1. Click Add details to the project > Breakdown of the projects

2. Enter the number of days worked in the Time Spent field.

Verify the time spent on each project within the overall mission.

Step 7: Confirm the AR summary

Recheck the AR Summary panel to ensure:

• All modifications have been applied

• All information is complete and accurate

Step 8: Approve or Reject the AR

If everything is correct:

1. Click Approve the Activity Report.

After approval:

• The AR can no longer be modified

• The Validation Steps panel is updated

• The Client is notified to validate the AR 

If information is incorrect:

If certain information (especially calendar data) is wrong:

1. Click Reject the Activity Report

2. Check the reason for rejection

3. Click Confirm rejection

The AR will be returned to the Consultant for correction and resubmission.

Good to know – Send a reminder

If a CRA has not yet been completed by the Consultant with the status To be submitted by Consultant:

1. Open the contextual menu

2. Click Send a reminder to Consultant

This will:

• Send a platform notification to the Consultant

• Open a “mailto” option so you can personalise the email before sending

Good to know

If you need to correct an error after approval, consult the dedicated article explaining what actions are possible after AR approval.