An Activity Report (AR) is a document that binds you to your Supplier. It includes the indicative number of working units worked, any documents and expenses, and an evaluation of the service provided. Its validation is indispensable to trigger invoicing. In this article, we will look at how to validate it and correct it if necessary, for a Fixed price project.
Within this article
- Impact of the Activity Report (AR)
- Remind Suppliers who have not yet submitted their AR
- Verify and validate the Activity Reports submitted by your suppliers
- Correct a mistake on an Activity Report
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Impact of the Activity Report (AR)
The AR should be validated at the end of each month for a project because it is essential to generate the billing voucher (BV)/invoice and therefore trigger the payment process of the project.
| Any delay in the validation of an AR leads to a delay in the invoicing and therefore in the payment of your supplier. |
To ensure a smooth and optimal relationship with your suppliers on this matter, we recommend that you respect the following dates:
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You may follow the progress of the validation process in the Validation Steps section on the right of the AR page. You may also have an overview of the status of the ARs within your scope by clicking on Activity Reports on the Activity Reports & invoices tab and using the Status column. |
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Remind Suppliers who have not yet submitted their AR
You can remind suppliers who have not submitted their AR, directly from the platform. To do so:
- Go to the Activity Reports & invoices tab and click on Activity Reports
- For ARs with the status To be submitted by the Consultant or Approved by the Consultant (and therefore waiting for the Business Manager approval), you can send an email reminder via the action menu
, by clicking directly on Send a reminder.
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Verify and validate the Activity Reports submitted by your suppliers
Here are the steps to verify and validate the ARs submitted by your suppliers for a Fixed price project:
- Go to the Activity Reports & invoices tab and click on Activity Reports
- For the ARs with the status Approved by Business Manager, click on View the Activity Report in the action menu
3. Verify the number of working units worked and indicated by the supplier in the calendar. Do the same for the total amount invoiced for the month (excluding taxes and expenses) that you have previously agreed on with them.
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For a fixed price project, the number of working units indicated is for information purpose only, it will have no impact on the amount to be invoiced. |
4. Project details (optional): Verify the expenses (in €, including taxes) and documents attached by your supplier
5. Monthly report of my activity (optional): You can describe here the deliverables of the month that you received. You can also rate, using the stars, the level of expertise/methodology, technical knowledge, as well as the communication of the supplier, and leave a public feedback. This allows other clients to see what a project with your supplier looks like.
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If you have enabled the Custom fields premium feature and applied them to the Purchase Order, they will appear at the bottom of the AR, for information purpose. |
6. Breakdown of the projects (if applicable): If you have activated the Project Breakdown premium feature, verify the information entered by your supplier about the time spent on each part of the project.
7. Eventually, check the information summarized in the Summary of the Activity report section that gathers all the information filled in by your supplier, and click on Check the billing information.
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- If the billing details are correct, and the information in the AR as well, click on Validate to validate the billing voucher. The validation process is now closed, and the billing voucher is available for download.
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- If some or any information (like the data on the calendar) is not correct, click on Reject the Activity Report, then check the box for the reason(s) of your refusal and click on Confirm refusal. The AR will be sent to the supplier, so they are able to correct it and submit it again, for your validation.
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The invoice is automatically generated only after you validate the Activity Report. |
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Simplified validation
You can also validate the ARs in a faster way, directly from the ARs grid, located in the Activity Reports page of the Activity reports & invoices tab. To do so, for each AR, you can check the following information directly in the grid:
- Name of the consultant and their project
- Month concerned
- Number of Work Units declared
- Amount to be invoiced
If all this information is correct and nothing is missing, you can click on the action menu on the right of the AR and on Validate the Activity Report.
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Correct a mistake on an Activity Report
As soon as you validate the AR, it can no longer be modified. If you realize, after validation, that there is an error on the total amount to be invoiced, your supplier can adjust the total amount to be invoiced on the AR corresponding to the following month.
For any other change, especially if it is the last month of the mission, you can contact our Support team.