Ship Log / Finance & Accounting
Budget Periods, Purchase Orders, Invoices, and Contracts in One Ledger
The same dollar, counted the same way everywhere
Problem
Budget periods, purchase orders, invoices, and contracts were tracked separately, so the same dollar was counted differently depending on where you looked.
Calculation errors at the budget, contract, and purchase-order level — the kind that only surface at close, when they're expensive.
Four groups touched the process, and each maintained its own partial version of the numbers.
A single rigid approval step sat on top of all of it, regardless of amount or funding source.
Solution
The end-to-end process documented across every persona before anything was rebuilt.
One structure where budget periods, POs, invoices, and contracts reference each other instead of restating each other.
Totals derived from the underlying records rather than maintained by hand in parallel.
Result
Calculation errors at the budget, contract, and purchase-order level resolved.
One reconciled view for finance and for the people spending against it.