Revenue Assurance - Data Fit Checklist
Use this before sharing a live dataset. A column-heading screenshot or small pseudonymised sample is enough to establish whether the audit is likely to work.
Export A - Completed work
Preferred fields: job/work-order ID; customer/site ID; job type; status; completion date; contract/reference; agreed or expected job value where available.
Export B - Billing
Preferred fields: invoice/credit ID; customer/site ID; job/work-order reference; invoice date; status; net value; credit value; cancellation/void status where available.
Export C - Commercial
Preferred fields: job/work-order ID; quote/agreed value; rate card or contract rate; approved variation/additional works value; approval status/date; discount where available.
Pseudonymise first
Replace names and addresses with consistent IDs where practical. Keep the relationship between records intact. Do not send passwords, authentication secrets, card details or unrelated sensitive information.
Quick fit test
| Fit question | Good sign | Potential blocker |
|---|---|---|
| Stable job/work-order reference? | Same reference appears in job and invoice exports. | No shared reference and no reliable secondary match key. |
| Clear entitlement status? | Completed, cancelled and contract-inclusive work can be distinguished. | Every record looks the same regardless of billing entitlement. |
| Invoice/credit detail? | Net value, status and date are traceable. | Only monthly totals are available. |
| Commercial baseline? | Quote, order, contract or rate-card value can be linked. | No baseline beyond invoiced value. |