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Invoice review

Reviewing two years of data? Do not start by sending every file

Do not send financial records through comments or a channel whose security is unclear. ACC can discuss and agree on an appropriate receiving method…

Written by: ACC, Editorial team · Updated · 2 min read

Summary

Do not send financial records through comments or a channel whose security is unclear. ACC can discuss and agree on an appropriate receiving method beforehand. Clear inputs help make the results more useful to the reader.

Schematic illustration: Scope → Data permissions → Appropriate channel.
Schematic illustration: Scope → Data permissions → Appropriate channel.

A common situation

Illustrative scenario: A business owner gathers every folder to send to a consultant. They include unrelated documents and sensitive information. For a useful review, the first step should be agreement on the questions that need answering.

Three steps you can try

  1. Agree on the period and data types.
  2. Check that you have permission to provide the data.
  3. Send it only through an agreed channel.

What to remember

Do not send financial records through comments or a channel whose security is unclear. ACC can discuss and agree on an appropriate receiving method beforehand. Clear inputs help make the results more useful to the reader.

This is a hypothetical illustration, not an ACC customer testimonial or project result.

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