Monitor document status from a single screen
Statuses such as draft, submission, acceptance, rejection or cancellation of the document should be monitored in a way that the sales and accounting teams can see from the same record. Keeping track of process status only by email or manual notes increases the risk of delayed processing.
Define exception scenarios in advance
It should be clear who will take which steps in scenarios such as connection interruption, missing recipient information, resending, refund and cancellation. The document number, timestamp and a transaction log with the responsible user for each exception speed up subsequent reconciliation.
Test the archive and access plan
Archive, backup and authorization structure should be tested at regular intervals to ensure that documents can be accessed when needed. For official storage and application requirements, current legislation and the opinion of a financial advisor should always be taken as basis.
Bu içerik genel bilgilendirme amaçlıdır. Mevzuat ve teknik sürüm bilgileri uygulama öncesinde resmi, güncel kaynaklardan doğrulanmalıdır.