These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Invoice Factoring Platform
- Process
- Receipt verification
Receipt verification
Check claimed action effects without repeating external execution.
Step by step
-
Inspect receipt Accounting Reviewer
Accounting Reviewer opens a pending operation with its key, action, expected revision and parent instruction.
- Operation and parent context
- Updates Operation receipts, Accounting documents
-
Find claimed effects Accounting Reviewer
The reviewer checks the referenced decision, provider identifier or other recorded effect against local records.
- Evidence for the claim
- Updates Operation receipts, Review decisions, Document lines
-
Verify completion Accounting Reviewer
A receipt becomes Completed only when the claimed effects exist and agree with its expected revision.
- Completed effect check
- Updates Operation receipts
-
Investigate discrepancy Accounting Reviewer
An absent or conflicting effect becomes needs review with a concrete failure reason.
- Needs review reason
- Updates Operation receipts
Who does what
Roles and permissions- Accounting Reviewer
- Verifies effects and investigates discrepancies.
- Accounting Preparer
- Supplies request context.
- Auditor
- Can inspect the operation trail and its retained reason.
Set up Invoice Factoring Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.