Make company and year visible
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.
A shared workflow should make that context clear to the next colleague as well as the person who entered the record.
Define the hand-off between team and client
Choose one repeatable process, such as receiving documents and preparing a period review. Agree who supplies the documents, who checks completeness and who resolves outstanding questions.
For a fictional two-company example, keep the document lists and review responsibilities separate. Discuss which client-portal permissions would be appropriate instead of assuming every user can see every report.
Review connected modules in AMB
AMB combines finance, inventory, payroll, e-invoicing and an electronic archive. The client portal supports an additional company collaboration workflow according to assigned permissions. Start a presentation with the companies and hand-offs your team actually manages.
Explore the module for financial accounting.
Review the workflow with your team
Request a presentation to connect the relevant functions with your day-to-day workflow.
Explore the module