Give the paperwork a place to land.
Bring scattered receipts into one review queue, with missing information visible before anything is filed.
Document review queue
- Supplies receiptSuggested: office suppliesNeeds review
- Service invoiceSource document checkedReviewed
- Expense noteSupporting receipt missingKeep open
A missing document stays visible.
- 01Collect
- 02Suggest
- 03Review
- 04File
- The problem
- Receipts arrive in different places. Someone has to work out what each one belongs to, find missing details, and remember what is still unfinished.
- The workflow
- Collect a document, suggest a category, and keep the source beside the suggestion. In this example, a missing receipt stays in the review queue.
- The human checkpoint
- A person checks the document and category before approving it. An incomplete item stays open; a suggestion is never an approval.
- The handoff
- An organized document list, visible unresolved items, and a short checklist explaining how to review the next batch.
The useful changeKnow what is ready, and what still needs a person.
