Workflows
Reviewing prepared actions
Check prepared emails, coding and ERP actions before completing them.
Check the source context
Confirm that the customer, supplier, document and entity shown in the prepared action match the email or task being handled.
Review the proposed outcome
Read drafted messages, verify attachments and check any accounting recommendation before completing the action. Pay particular attention to exceptions and information marked as incomplete.
Change the preparation when needed
Prepared work is intended to reduce repetitive effort. It does not prevent a finance professional from changing the message, coding or next action when the business context requires it.
Follow your approval process
Use the authorisation and segregation-of-duties controls agreed for your deployment. Contact your Attelas administrator if the available action does not match your responsibilities.