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Invoice review checklist

Invoice review checklist 2026

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The document is a COR Invoice Review Checklist for Time-and-Materials (T&M) and Labor-Hour type contracts/orders, dated August 8, 2013. It outlines a series of criteria to evaluate invoices, ensuring that labor hours, costs, and supporting documentation align with contract requirements. The checklist includes sections on services/deliverables, invoiced costs, labor categories, other direct costs (ODCs), material handling charges, potential unallowable costs, and funding availability. It aims to ensure accuracy and compliance in billing processes.

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Click ‘Get Form’ to open the invoice review checklist in the editor.
Begin by filling in the contract number, order number, contractor name, invoice number, invoice date, and dollar amount. Ensure all entries are accurate to avoid discrepancies.
Review the 'SERVICES/DELIVERABLES' section. Confirm that labor hours are authorized and costs align with expected progress during the billing period.
In the 'SUPPORTING NARRATIVE AND DOCUMENTATION' section, check if labor categories meet qualifications and if necessary approvals are attached. Document any additional source documentation needed.
Proceed to 'INVOICED COSTS'. Verify that all costs are authorized and accurately reflected in the invoice. Pay attention to math calculations and ensure compliance with contract ceilings.
Complete the 'LABOR' and 'OTHER DIRECT COSTS' sections by confirming consistency with contract terms and obtaining necessary approvals for any additional costs.
Finally, review potential unallowable direct costs and ensure adequate funding is available for payment before submitting your completed checklist.

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What is a document review checklist?

A document review checklist is a systematic tool used to guide the review, ensuring that all necessary elements of a document are checked for accuracy, completeness, and compliance. This checklist serves as a reference point to streamline the review, ensuring no detail is overlooked.

When reviewing an invoice, what should you check first?

Before paying an invoice, verify the invoice number to avoid duplicates, match it with the purchase order and delivery, check vendor details, confirm approval, and review payment terms and line items for accuracy. This helps prevent errors and fraud.

What needs to be checked while approving an invoice?

Heres how it works: Step 1: Confirm invoice details. The process starts when you receive an invoice, whether via paper, email attachment, or electronic data interchange (EDI). Step 2: Match supporting documents. Step 3: Validate amounts and terms. Step 4: Approve or flag for review. Step 5: Record and archive.

What is the workflow for invoice review?

Typical Steps in an Invoice Approval Workflow Receive and enter invoices into the accounts payable system. Validate supplier and review invoice details. Match invoices with supporting documents. Route invoices to approvers for review and authorization.

How to review an invoice?

1 Check the invoice number and date. The first step is to check the invoice number and date, and compare them with the purchase order or contract. 2 Confirm the supplier details. 3 Validate the items and prices. 4 Approve the invoice for payment. 5 Schedule the payment. 6 Confirm the payment. 7 Heres what else to consider.

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