Get informed early. Prepare your workflow calmly.
Short, practical articles about the processes changing everyday work.
ERP for accounting firms: one process, many companies
An accounting firm switches between companies and financial years throughout the day. Confirm both before entering a document, checking a balance or preparing a report.
Electronic archive: a document is useful when it is easy to find
A useful archive helps a colleague identify which company and process a document belongs to. Agree on a small set of consistent naming and organization rules before importing files.
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Don’t wait: what to review before the new e-invoicing framework
The published draft raises questions about format, statuses and process ownership. Here is where to start.
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Payroll software: data before calculation
Before preparing payroll, identify the employee records and the calculation period. Assign responsibility for confirming changes so that the team works from one agreed set of inputs.
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A stock list that explains every quantity
A stock list is useful when it identifies both the item and its warehouse or store. A company-wide quantity alone cannot tell an operator where the goods are located.
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Financial accounting: from posting to decision
A posting should identify the company, financial year and source document. Check that context before entering the journal so that a later balance review can return to the original transaction.
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