Query Policy for On Demand Accounting Services

The Query Policy sets out how Felcorp manages jobs that require client input before they can be completed.

What is a Query

A query is raised when Felcorp requires additional information or clarification from the client to proceed with a job. Once a query is raised, the job moves to query status in the Felcorp Portal and work pauses until the client responds.

Queries are typically raised when:

• Source documents are missing or incomplete at the time of submission
• Confirmation required by client to proceed
• Client instructions conflict with information already on file
• Scope clarification is required before work can proceed
• Additional data is needed to complete the job accurately

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Job Closure After Non-Activity

All jobs are automatically closed after 2 weeks of non-activity by the client. This applies to any job sitting in query status where no response has been received within that period.

When a job is closed:

• The job is marked as closed in the Felcorp Portal
• No further work is completed on that job
• A new submission is required to restart the work
• Standard quoting and turnaround times apply to the resubmission
• A WIP invoice will be generated for that job

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WIP Job Invoicing

For jobs that have been prepared to query stage, Felcorp has already completed a substantial portion of the work. If a job reaches query stage and is subsequently closed due to non-activity, a WIP invoice is issued.

WIP invoice terms:

• The WIP invoice is charged at 80% of the total agreed job cost
• This applies only to jobs prepared to query stage by Felcorp before closure
• The invoice is issued at the point of job closure
• Payment terms align with the standard engagement billing schedule

How to Respond to a Query

All queries are managed through the Felcorp Portal. When a query is raised on your job, you will receive a notification. Responding promptly keeps your job active and on track.

To respond to a query:

1. Log in to the Felcorp Portal and locate the job in query status
2. Review the query details and any notes left by the assigned staff member
3. Upload any required documents or provide the requested information
4. Resubmit the job to move it back into active production