Bring an example from start to finish
Use a representative invoice and the source records behind it. Remove sensitive details where appropriate. Explain how each line was prepared and who checked it.
Write down the rules and exceptions
List rate rules, approval thresholds, common corrections and situations that require a person to decide. Include the troublesome cases, not just the clean ones.
Map the handoffs
Identify the system of record, the reviewer and the final output. Explain where the current process waits for another team or a missing field.
Separate preparation from release
Be explicit about which steps software may perform and which require approval. Preparing a draft invoice is different from sending it or updating the accounting system.
Define a useful first demonstration
Pick a small representative set of records and agree what the prototype should show. Use the review to discover gaps before expanding the scope.
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