Software is useful when the people using it know what they need to do. For a business and its accountant, that begins with documents, questions and a clear division of responsibilities.
This article explains the workflow to discuss around Pivot App. It is not a catalogue of features or a promise that every function is available to every client.
Start with the records
Agree which invoices, bank statements and other records the business will provide. Decide who collects them and what happens when a document is missing or unclear.
Sending a file does not, by itself, mean it has been checked or entered into the accounts. Clarify how the team will confirm receipt and follow up on questions.
Keep decisions separate from messages
Some exchanges are requests for information. Others require the administrator's approval. Make that distinction clear, particularly for payments or changes to business information.
Ask who reviews a request, who can approve it and how the decision will be recorded.
Discuss the setup with Pivot
Ask which Pivot App functions are available for your engagement, who will have access and how the team will work with your documents. Confirm the arrangement before depending on a particular workflow.
Technology supports the service. The scope of accounting, document preparation and approvals still needs to be agreed with the people doing the work.
