# Invoice review and integration checklist

Connect staff capture to a finance-owned decision.

Prepared by Tensor Analytics · 15 September 2026

- [ ] Confirm mobile platforms, offline capture needs, and staff languages.
- [ ] Collect representative document examples without unnecessary personal data.
- [ ] Identify businesses, finance reviewers, approvers, and amount thresholds.
- [ ] Check that originals remain available alongside reviewed fields.
- [ ] Test incomplete documents, wrong-business routing, and repeated submissions.
- [ ] Confirm the exact Tally or ERP interface and receiving environment.
- [ ] Approve company, supplier, ledger, and voucher mappings with finance.
- [ ] Test rejected records, uncertain acknowledgements, retries, and reconciliation.

## Review record

- Owner:
- Scope and period:
- Evidence collected:
- Open questions:
- Next review date:

This is a suggested evaluation template, not a statement that every configuration or integration is included.

Source and related guides: https://www.tensoranalytics.ai/resources