Get Invoice Review Checklist

The Invoice Review Checklist is a critical document for assessing compliance and accuracy in time-and-materials and labor-hour contracts. This guide provides a clear and structured approach to completing the form online, ensuring that all necessary information is accurately provided.

Follow the steps to complete the Invoice Review Checklist online.

1. Press the ‘Get Form’ button to access the Invoice Review Checklist and open it in your preferred editor.
2. Begin by filling in the contract number, order number, contractor name, invoice number, invoice date, and dollar amount at the top of the form. Ensure these fields are accurate as they provide essential context for the review process.
3. In the 'Services/Deliverables' section, answer Yes or No to the questions regarding labor hours and cost consistency based on the contract or order. This allows for verification of compliance with the contract terms.
4. Provide supporting narrative and documentation as outlined below each question. Check if labor categories meet the qualifications and if necessary approvals were provided, especially for any previously disallowed costs.
5. For time-and-materials invoices only, explain any billed other direct costs in the narrative provided. Ensure that necessary travel approvals and payment records are included as required.
6. In the 'Invoiced Costs' section, review each question to verify that all costs are authorized, accurate, and fall within established contract ceilings. Detail any budget breakdowns as specified.
7. Continue through the 'Labor' section to confirm labor categories and hours are consistent with the contract. Document any excess hours that were authorized.
8. For the 'Other Direct Costs' section, ensure that clear descriptions and approvals are included for costs such as materials, supplies, or travel to enhance transparency.
9. Review the 'Potential Unallowable Direct Costs' section. Check for any unallowable items and ensure they are addressed appropriately as per FAR guidelines.
10. Finally, confirm that adequate funding is available to cover the invoice amount. Complete any necessary comments or notes at the end of the form.
11. Once all sections are completed, save your changes. You can then download, print, or share the finalized Invoice Review Checklist as needed.

Complete your Invoice Review Checklist online today for an efficient review process.