Shanco Group — Global

Month End & WIP

Demo data

Project valuation, WIP, GRNI/accrual allocation and period-close preparation across Shanco.

A global finance process built from project-level inputs. Application values reference existing Applications & Valuations records; internal valuation is a separate finance/QS input. Nothing is posted to an accounting system.

Month-end work typically begins around week 3 of the following month — shown here as an editable prototype date, not a fixed accounting calendar.

July 2026 — period control
Open → In Preparation → Under Review → Ready to Close → Locked
In Preparation

Late item — closed period impact

1
CPM INV-4502 — manhole ring balance dated 27/06/2026, received 19/07/2026
Original period June 2026 (locked) · potential impact £1,620 · current period July 2026
Treatment: Adjust in current period
Open invoice

The locked period is never rewritten. Reopening is recorded as a request and audit state only.

ProjectInternal valueApplication valueInvoiced valueWIP requiredCostsGRNI / accrual adj.Adjusted costInternal marginReviewIssues
C343NSECH, Cramlington£1,318,000£1,388,500£1,239,000£79,000£1,014,800£0£1,014,80023.0%In Progress3
C344Russell WBHO, Lineage Grimsby£566,000£586,000£537,000£29,000£428,900£0£428,90024.2%Not Started1
C348Amey, HMP Manchester£96,000£104,000£96,000£0£71,200£0£71,20025.8%Not Started1

Internal value is the conservative QS assessment of work done. Application value is the client-facing external application. Invoiced value is simulated QuickBooks data. WIP = internal recognised value less invoiced value.

Financial values, VAT, nominal codes, WIP, GRNI, journals and QuickBooks states shown in this prototype are illustrative demo data. The workflow and record relationships demonstrate the intended Shanco OS process. No Gmail, OCR or QuickBooks integration is connected.