Document review

Prepare a source document and record an independent decision.

Step by step

Prepare document Document Owner

Document Owner creates the draft and enters source lines. Keep the source record open while checking the supporting amount, organization and relevant revision. Record the result before the next owner acts.
- Document Owner creates the draft and enters source lines.
- Updates Accounting documents, Document lines
Attach support Document Owner

Document Owner connects files to the current source revision. Keep the source record open while checking the supporting amount, organization and relevant revision. Record the result before the next owner acts.
- Document Owner connects files to the current source revision.
- Updates Record attachments, Accounting documents
Review document Finance Reviewer

Finance Reviewer records approval or rejection on the examined revision. Keep the source record open while checking the supporting amount, organization and relevant revision. Record the result before the next owner acts.
- Finance Reviewer records approval or rejection on the examined revision.
- Updates Review decisions, Accounting documents
ApprovalA person approves before the work moves on.

And how to keep it from happening.

Wrong counterparty. Return the document with a reason before approval.
Changed revision. Compare the decision’s source revision with the document’s current revision.
Incomplete support. Keep the document in review until the invoice and line amounts can be checked.

Start free, then use Proto to change fields, steps and approvals before your team goes live.