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Accept a chargeback export

Finance completion requires acceptance of a chargeback-eligible export in-product. See Docs authority and product state.

Open the chargeback preview, review the period scope, and accept the export for finance handoff.

Steps

Role: FinOps or Finance approver with chargeback acceptance permission.

  1. Open the Exports surface at SaaS exports.
  2. Open the handed-over export by the export ID that Engineering recorded in Generate a chargeback export after generating it at the FOCUS export path. Confirm that its export ID, export version, and manifest checksum equal the handoff values, then confirm its period, currency, and policy version. Do not generate another export: acceptance applies only to the exact export that Engineering verified.
  3. Validate that every eligible line has coper >= 0.80; review provisional, estimated, disputed, and unknown amounts as excluded evidence.
  4. Reconcile export totals against billed actuals and record the result. Use the export’s control-total block for each provider, model, and period, as defined in Reconciliation.
  5. Block acceptance and reject the export with a reason when any control total falls outside the ±5% band against the reconciled invoice amount from your billed actuals, when any group’s reconciliation lifecycle is not RECONCILED, when the export ID, version, or checksum differs from the handoff, or when the period, a line, the record count, the checksum, or another manifest value does not match the export manifest. A variance inside the ±5% band does not block acceptance on its own.
  6. Accept the reconciled export in-product as the billing basis.

For self-hosted deployments, use these same paths on your own instance host. See Governance and exports for the FOCUS eligibility and provenance contract.

Success evidence

The acceptance record names the export ID, export version, approver, period, checksum, reconciliation status, billing basis, and time. Its export ID, version, and checksum equal the values in Engineering’s handoff. This real in-product action completes the Finance persona path.

Recovery

Reject a mismatched or ineligible export with the exact reason. Engineering or FinOps must resolve the source, mapping, or manifest issue and generate a new version for review; no admin or support override can mark it accepted. A replacement version arrives with a new handoff that names its own export ID, version, and checksum. Review it from step 1: an earlier version’s review, reconciliation, or rejection does not apply to it.

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Page: https://docs.venturi.systems/finance/chargeback-acceptance/