Finance & admin teams · 4 practical checks
4 checks for a paper trail your finance team can follow
Keep a sample invoice, its reviewed fields and the next owner connected through the handover.
Choose the source fields the reviewer needs
Take two sample invoices with different layouts and ask the reviewer to trace invoice number, tax and total back to each original. Flag a field that requires a manual check.
VCMP Unfold playbookKeep a copy of the document with its context
Attach a fictional supplier invoice to the relevant record with the agreement that explains it. Ask a colleague to find the original and the person responsible for the next action.
StartSimple CRM playbookLink a quote change to the version accepted
Rehearse one change in scope or price and save the final agreed quote. Check where the team finds that version when they need to match it to later paperwork.
Revive by VCMP playbookCheck the import file with someone who uses it
Use a sample export in a copy of your spreadsheet. Review date formats, values and totals together, and agree the checks a colleague should repeat after each batch.
VCMP Academy playbook
Your next step
Choose an approved representative document and name the person who will check it.