Qualify and review an accounting file
Assignment, document collection and human file review.
Choose the right view
In Firm files, managers find files to qualify, document collection, review work and overdue files. Staff have My files and only see their assigned scope.
Define the engagement before collection
A manager defines the customer, country, period, engagement, agreed scope, due date and assignee. This information gives context to the expected documents.
Open or create the file from the firm view.
Complete its qualification and check its assignment.
Add the documents expected for that engagement.
Save and move the file to collection when it is ready.
Record actual receipt
Open Update collection under File documents. To record a document as received, enter a receipt reference or select a document already linked to the file.
If a document is unnecessary, a manager can approve a reasoned waiver. Received does not mean its contents have been reviewed.
Submit and complete the review
Staff can submit a file for review at permitted stages. A manager checks the documents and explicitly confirms review before completing the file.
A completed file describes engagement tracking in IVERNEXT; it is not automatic evidence of a filing with an authority.