Resolve uncertain actions and correct executed work while retaining the original evidence.
Accounting Preparer locates the operation receipt and its parent document. Check the operation key, expected revision, recorded outcome and effect references before deciding whether another attempt is needed. Distinguish an unexecuted draft from accepted or executed scope.
Accounting Preparer follows the existing claim owner to release any relevant claim and prepares the compensating scope. Retain the original source identity and supporting evidence. An accepted action remains part of the history while the proposed correction is reviewed.
Accounting Reviewer independently reviews the correction and its relationship to the original effect. Record the decision and reason before the compensating action proceeds. Administrative access does not replace this financial approval.
Accounting Preparer runs the eligible compensating action against the approved scope. Retain its operation receipt and actual effects with the original source identity. Inspect the existing receipt before retrying an interrupted request.
Accounting Reviewer compares the claimed outcome with persisted effects and attached evidence. Query a provider when that operation used one. Complete reconciliation through the guarded action only when the expected effects match; otherwise keep the operation visible as needing review and retain prior failed attempts.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.