Received, but not the right one.
The document arrives. It covers the wrong period or does not yet allow work to continue.
Accounting · partners & operations leaders
The document is received. The file is not moving.
A document may be received, misfiled, incomplete or unusable for the period concerned. We follow the file through to review to see where follow-ups and rework begin.
FranceDocumented frameworkYour tools and accounts
Received does not mean usable.
The reply is in another thread.
The client replies elsewhere. The team member reconciles the conversations manually.
The review starts too early.
The file goes to review while something is still missing. The review stops, then restarts.
The decision remains human.
Messages show receipt and follow-up. They do not decide whether a document is correct.
The real issue starts after receipt.
Choose a type of file, follow requests, reminders and replies, then define with the team what makes a document genuinely usable. The rule for moving to review follows, before any decision to automate.
What the messages do not show.
Accounting validity
Professional judgement remains with your team.
Actual working time
A delay between two messages is not production time.
What happens outside email
Portal, phone and messaging activity is confirmed with the team.
Your software
If it already addresses the problem, the first conversation will show it. We then examine what remains around it.