Field note
Document pack that speeds a subscription billing audit
The engagements that finish on schedule share one habit: a complete document pack arrives before fieldwork begins. Incomplete exports are the most common reason a three-week audit slips into five.
At minimum we ask for the active subscription export with plan codes, seats, currency, renewal dates, and status; the invoice register for the review period; refund and credit logs; plan catalog with effective dates; and the contract templates or order forms in force for sampled accounts.
Access notes matter as much as files. If invoice PDFs live in one system and contract PDFs in another, tell us who owns each queue. Waiting for a vendor login mid-week is still waiting.
For Taiwan-based teams serving both domestic and overseas customers, flag which invoices include local tax treatment and which are export zero-rated or otherwise handled. That split changes how we read line totals during recalculation.
Send the pack with a one-page cover note naming the cohort, the period under review, and the decision the findings will support — board packet, remediation sprint, or pre-close comfort. Clarity at intake keeps the findings memo aimed at the right audience.