role
Solar finance workflow assessment
Review how cost, commitments, purchasing, billing, reconciliation, close, and project profitability move between finance and operations.
01
Keep the ledger authoritative and project context usable
Finance needs controlled accounting records while operations needs timely cost and billing context for active project decisions.
- Budget and commitment
- Actual cost and accrual
- Billing and collection
- Reconciliation and close
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Project budget and cost code
- Purchase, subcontract, labor, and expense
- Invoice, payment, and exception
- Ledger mapping and close review
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Ledger ownership
- Approval and segregation of duties
- Payroll and sensitive data
- Revenue and tax treatment
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- Who approves each transaction?
- Which costs arrive late?
- What authorizes an invoice?
- What closes the project financially?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.