Provider outcome

Step by step

1. Select authorized work Accounting Preparer

   Accounting Preparer chooses a document whose current revision has an independent approval. Check the organization, counterparty, amount and account lines before using the designated provider connection.

   • Reviewed revision selected
   • Updates Accounting documents, Review decisions

2. Submit instruction Accounting Preparer

   Accounting Preparer sends the authorized instruction and records the provider instruction identifier against the document. The local submission state describes a request sent to the provider, not a settled financial effect.

   • Provider reference and operation identity recorded
   • Updates Accounting documents, Operation receipts

3. Collect provider evidence Accounting Preparer

   A dated receipt or provider event identifies what happened externally. Record its event identifier, amount and evidence type against the parent document. Leave the document pending while the result is uncertain.

   • Dated external event linked to parent
   • Updates Cash receipts, Accounting documents

4. Verify outcome Accounting Reviewer

   Accounting Reviewer compares the provider response with the instruction and marks evidence verified when the source supports it. A confirmed status follows verified confirmation or settlement evidence. An unsupported response stays open for investigation.

   • Confirmed outcome accepted only with verified evidence
   • Updates Cash receipts, Accounting documents

Accounting Preparer

, Accounting Reviewer, Auditor, Admin.