Simulated workplaceCAQA Meridian Business Group is a fictional business created by CAQA for training and assessment. It is not a real company and no person, client or record here is real.About this simulation
BSBCAQA MeridianSimulated workplace
Simulated workplace
Scenario · Finance and Administration

Process the September invoices and follow up overdue accounts

You are a Finance Officer in the finance and administration team.

Intermediate3 to 4 hours7 tasks
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The situation

What has happened

It is the second week of September. The retainer invoices were raised on 1 September and need checking, the Coastal Care Alliance recruitment invoice is still in draft, and receipts from the bank feed have not been allocated since Friday. The debtors list shows Fernleigh Family Dental at the second reminder stage and Kestrel Engineering past sixty days, where the procedure says work must not continue without the General Manager's approval. The Finance and Administration Manager wants the Invoicing and Debtor Management Procedure followed exactly, the delegations register applied to any review or credit, and a debtors ageing summary in a spreadsheet by Thursday for the leadership meeting.

Your brief. Check and issue the outstanding invoices, allocate receipts, run the overdue follow up sequence with the correct communications and escalations, keep the invoices and client records accurate, and produce a debtors ageing summary spreadsheet.
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Tasks

Deliverables

  • Invoice checks and approvals list
  • Updated invoices with receipts allocated
  • Reminder and escalation drafts with client system entries
  • Debtors ageing spreadsheet
  • Month end note

Documents to use

Systems to use

Invoices and Debtors

Records every invoice raised to clients with its amount, dates and payment status, and drives the overdue follow up sequence.

Client Relationship Manager

Holds every client and prospect with their segment, service line, engagement value, contacts and the log of interactions and actions.

Risk and Compliance Register

Holds Meridian's risks, incidents, audit findings and compliance obligations with ratings, owners, treatments and review dates.

For trainers and assessors

Units of competency

Current on training.gov.au for the Business Services Training Package as at 10 September 2026.

BSBFIN301Process financial transactions
BSBFIN302Maintain financial records
BSBTEC302Design and produce spreadsheets
BSBINS309Maintain business records
BSBOPS304Deliver and monitor a service to customers

Qualifications

BSB30120Certificate III in Business
BSB40120Certificate IV in Business
Assessor notes

What to look for

Evidence guide

Invoice arithmetic including tax must be correct and statuses must follow the procedure. The Kestrel account must be escalated to the General Manager rather than chased informally. The ageing spreadsheet must total correctly and use formulas. Reminders must be courteous and consistent with the Australian Consumer Law statement in the complaints policy. Look for accurate records in every system touched.

The student's evidence summary lists every record they created or changed in the systems named above, their notes and the tasks they ticked. Verify it against the deliverables and your own assessment tool.