Match CAM credits to reviewer capacity
Treat each credit as an internal planning slot.
CAMAudit runs analysis first. Your team reviews the result. One credit then unlocks the full report.
The ledger plans that choice. It does not spend a credit.
National Lease Advisors describes structured portfolio review. It does not allocate audit credits or staff time.
Build the ledger
Track one row for every possible file.
| Field | What it shows |
|---|---|
| Planned unlock | Open, held, or reserved |
| Client | File owner |
| Lease year | Review period |
| Due date | Client need |
| File readiness | Source status |
| Reviewer | Analysis owner |
| Signer | Final owner |
| Review hours | Reserved firm time |
| Signer hours | Reserved firm time |
This ledger is an original planning tool. It is not a capacity benchmark.
Check the lease accountant pillar before you plan credits. Keep the plan tied to firm goals.
Score urgency alone
Urgency and readiness are different.
Score urgency from one to three. Use your client's dates. Do not assume a legal deadline.
| Score | Meaning |
|---|---|
| 1 | No near client decision |
| 2 | Known decision is approaching |
| 3 | Firm has confirmed an urgent need |
Record the date source. Route legal deadline questions to counsel.
Score file readiness
Score readiness from one to three.
| Score | Meaning |
|---|---|
| 1 | Key source files are missing |
| 2 | One needed item is missing |
| 3 | Required files are present |
Possible fields include terms, dates, and repeat costs. Accruent lists those examples. Each firm sets its own file list.
Reserve both roles
Do not reserve an unlock on analyst time alone.
Reserve expected analysis time. Then reserve signer time. Use measured firm data for both.
The signer checks sources and client wording. Do not schedule a file without signer time.
Set queue rules
Use four rules.
| Event | Rule |
|---|---|
| Ready file | Reserve an unlock and both owners |
| Missing source | Hold the planned slot |
| New ready file | Swap the planned slot |
| Lost client need | Release the planned slot |
Write each change in the ledger. Keep the prior owner and date.
Use the accounting firm page when setting queue roles. It shows the firm-led client path.
Walk one example
Use this made-up case. It is not a product result.
Assume three planned unlocks. Five files are possible.
Two files are ready. Both have named signers. Reserve two planned slots.
A third file is urgent but incomplete. Hold it. Reserve the last slot for a ready file.
Swap later if the missing source arrives. The ledger keeps that choice visible.
Find the true slot limit
The credit balance is only one capacity limit. Ready files and firm time can set a lower limit.
Count these four inputs:
- Credits available
- Files with required sources
- Reviewer slots available
- Signer slots available
The lowest count sets the plan limit. This is a firm control. It is not a product or market fact.
For example, the firm has ten credits. It has three ready files. It has two signer slots. The plan has two slots.
Name the limiting input in the ledger. Then choose the right response.
| Limit | Planning response |
|---|---|
| Credit balance | Match the pack choice to approved demand |
| Ready files | Hold credits without a client assignment |
| Reviewer time | Move files or reserve approved help |
| Signer time | Move the client commitment |
Recount after a file or calendar change. Do not reserve work above the lowest input.
Check file proof first
A planned slot needs a source check.
Confirm these files:
- Signed base lease
- Each signed lease change
- CAM statement for the right year
- Backup already held
- Prior client payment record
The last two may not exist yet. Mark that fact. Do not fill the gap from memory.
Keep the lease summary as a map. Use signed files for the review.
If the main lease or CAM statement is missing, hold the planned slot. Add the exact file request.
Use the document request SOP for that request. Keep the file held until its named source arrives.
Run a weekly plan check
Review the ledger once each week during the busy season.
Ask these questions:
- Which held file became ready?
- Which ready file lost a source?
- Which reviewer has open time?
- Which signer has open time?
- Which client date changed?
Move one planned slot at a time. Record the old file and new file. Add the reason for the move.
Do not use an urgent date to skip proof. Urgency changes queue order. It does not make a file ready.
Review before the unlock
CAMAudit runs the file analysis first. The lease accountant reviews the result before using one credit.
Use this check:
| Check | Needed answer |
|---|---|
| Source check | Right lease and CAM year |
| Math check | Firm can run the math again |
| Scope check | Work fits the client scope |
| Signer check | Named signer has time |
| Client check | The output serves a real choice |
If the file passes, one credit unlocks the full report. The signer then reviews the branded output.
If the file does not pass, keep the result in review. Hold or release the planned slot.
Apply the source cite rules during the source check. Use the quality control rubric before the unlock decision.
Close the planned slot
Save the result of each plan choice. Mark the slot unlocked, held, swapped, or released.
For an unlock, save the source files and signed report. For a hold, save the missing file list.
For a swap, name both client files. For a release, record why the client need ended.
These notes help the firm plan its next audit pack. They are firm facts, not a use benchmark.
Review the notes before buying more credits. Match the pack choice to real client demand and signer time.
If demand supports a new offer, use the service line guide. Set the queue owner before adding client work.
Keep the partner signoff sheet with each full report.
Use the review-and-sign model at delivery.
The ledger owner tracks slots. The signer gives the client answer.
Where CAMAudit fits
Use CAMAudit after the ledger shows a ready file.
Lease accountants confirm both owners. Then send the lease and statement.
CAMAudit flags review items with fixed math and source lines.
CAMAudit builds the branded CAM audit. Your firm uses a review-and-sign step.
A dispute letter draft may follow. It is for your review.
It is not legal advice. Have counsel review before sending.
Put the ledger to work
Check small file profit. Define the scope boundary.
Map CAM fields. Browse the accounting hub.