To document an expense process, write one page that says what may be claimed, how a claim is submitted, what evidence has to come with it, who reviews it, and how an exception is recorded. Keep it to a page and keep every figure off it. What is claimable, and any...
To keep supplier records clean, hold one record per supplier, name the roles allowed to add or change a record, require every change to arrive as a request that leaves evidence, merge duplicates to a single record of use without discarding anything, and review the...
To bring a new bookkeeper up to speed, hand them a written pack rather than a conversation: the list of recurring tasks, a short directory of who to ask about what, a map of where the records and source documents live, a list of everything currently open and...