Going digital looks like a technical project, but the real risk sits in the process. These are the mistakes we see most often, and how to avoid them.
e-Invoice and e-Ledger remove many of the risks of paper, but they require a new discipline. Most mistakes during the transition come not from software, but from unclear processes.
Unclear responsibilities
Who issues invoices, who approves incoming ones, and how cancellations and returns work should all be defined in writing.
Going live without testing
The data flow between your accounting software, front-office system and integrator should be tested with sample documents before the switch.
- Check invoice series and numbering
- Update customer and supplier records
- Define archiving and retention procedures
