Accountancy Practices
Outstanding records chased on a schedule, position visible.
Trigger
A job needs records, or a requested item falls due
Process
Work out exactly what is outstanding for that period
Review
Jobs at risk of a deadline escalate to the manager
Write back
Arrived, missing and readiness written to the practice system
Invoice and statement data prepared for review, not typed in.
Trigger
A client uploads or emails documents
Process
Extract supplier, date, amount, VAT and reference
Review
Anything uncertain queues for an accountant
Write back
Reviewed entries posted and the document filed
A true picture of what is ready, blocked or at risk.
Trigger
A reporting schedule, or a manager asks
Process
Read job, deadline and outstanding-item data
Review
Prioritisation stays with the manager
Write back
Summary published and job flags updated
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