{"id":11903,"date":"2025-06-25T10:21:23","date_gmt":"2025-06-25T08:21:23","guid":{"rendered":"https:\/\/www.sysfinpro.com\/?p=11903"},"modified":"2025-06-25T10:21:24","modified_gmt":"2025-06-25T08:21:24","slug":"kb20230000-01-best-practice-processes-for-general-purposes","status":"publish","type":"post","link":"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-general-purposes\/","title":{"rendered":"KB20230000\/01: Best Practice Processes for general purposes"},"content":{"rendered":"\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-palette-color-2-color has-text-color has-large-font-size\"><strong>General Processes:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\">Standardize processes as far as possible. The more transactions processed in the same manner will save time and reduce errors.<\/li>\n\n\n\n<li class=\"has-medium-font-size\">Do not be resistant to change, better systems and processes could save time and improve the outcomes.<\/li>\n\n\n\n<li class=\"has-medium-font-size\">Try and eliminate manual entries as far as possible.<\/li>\n\n\n\n<li class=\"has-medium-font-size\">Try and eliminate manual approvals and have all approvals electronically on your ERP\/Accounting system.<\/li>\n\n\n\n<li class=\"has-medium-font-size\">If errors re-occur then one needs to identify the source of the problem and fix it from re-occurring again. Corrections should become less and less if this process is working properly.<\/li>\n\n\n\n<li class=\"has-medium-font-size\">If you perform multi-currency transactions, ensure the currencies are captured daily, or use Sage X3 to integrate from XE.com.<\/li>\n\n\n\n<li class=\"has-medium-font-size\">Ensure you have a place for everything. Attach all your working papers for journals on Sage X3 or Sage 200 Evolution, attach the supplier recon to each payment made, have a repository for all your special documentation needs such as proof of banking details or BBBEE certificate.<\/li>\n\n\n\n<li class=\"has-medium-font-size\">Are there some checks and balances you can put in place to pick up mistakes before month-end or before a reconciliation is done. Reports, dashboards, email notifications can all assist with picking up potential problems, but they are identified when they occur. Each team should have a way to check their work to ensure it was done correctly.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>General Processes:<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"qubely_global_settings":"","qubely_interactions":"","footnotes":""},"categories":[51,79],"tags":[],"class_list":["post-11903","post","type-post","status-publish","format-standard","hentry","category-erp","category-general-erp"],"blocksy_meta":[],"qubely_featured_image_url":null,"qubely_author":{"display_name":"SysFinPro","author_link":"https:\/\/www.sysfinpro.com\/index.php\/author\/sysfinpro\/"},"qubely_comment":0,"qubely_category":"<a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/\" rel=\"category tag\">ERP<\/a> <a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/general-erp\/\" rel=\"category tag\">General ERP<\/a>","qubely_excerpt":"General Processes:","featured_image_urls_v2":{"full":"","thumbnail":"","medium":"","medium_large":"","large":"","1536x1536":"","2048x2048":"","qubely_landscape":"","qubely_portrait":"","qubely_thumbnail":""},"post_excerpt_stackable_v2":"<p>General Processes: Standardize processes as far as possible. The more transactions processed in the same manner will save time and reduce errors. Do not be resistant to change, better systems and processes could save time and improve the outcomes. Try and eliminate manual entries as far as possible. Try and eliminate manual approvals and have all approvals electronically on your ERP\/Accounting system. If errors re-occur then one needs to identify the source of the problem and fix it from re-occurring again. Corrections should become less and less if this process is working properly. If you perform multi-currency transactions, ensure the&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/\" rel=\"category tag\">ERP<\/a>, <a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/general-erp\/\" rel=\"category tag\">General ERP<\/a>","author_info_v2":{"name":"SysFinPro","url":"https:\/\/www.sysfinpro.com\/index.php\/author\/sysfinpro\/"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>KB20230000\/01: Best Practice Processes for general purposes - SysFinPro (Pty) Ltd.<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-general-purposes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"KB20230000\/01: Best Practice Processes for general purposes - SysFinPro (Pty) Ltd.\" \/>\n<meta property=\"og:description\" content=\"General Processes:\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-general-purposes\/\" \/>\n<meta property=\"og:site_name\" content=\"SysFinPro (Pty) Ltd.\" \/>\n<meta property=\"article:published_time\" content=\"2025-06-25T08:21:23+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-25T08:21:24+00:00\" \/>\n<meta name=\"author\" content=\"SysFinPro\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"SysFinPro\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-general-purposes\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-general-purposes\/\"},\"author\":{\"name\":\"SysFinPro\",\"@id\":\"https:\/\/www.sysfinpro.com\/#\/schema\/person\/2e025b2b8c92dacebddf94aae24231bf\"},\"headline\":\"KB20230000\/01: Best Practice Processes for general purposes\",\"datePublished\":\"2025-06-25T08:21:23+00:00\",\"dateModified\":\"2025-06-25T08:21:24+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-general-purposes\/\"},\"wordCount\":225,\"publisher\":{\"@id\":\"https:\/\/www.sysfinpro.com\/#organization\"},\"articleSection\":[\"ERP\",\"General ERP\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-general-purposes\/\",\"url\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-general-purposes\/\",\"name\":\"KB20230000\/01: Best Practice Processes for general purposes - SysFinPro (Pty) Ltd.\",\"isPartOf\":{\"@id\":\"https:\/\/www.sysfinpro.com\/#website\"},\"datePublished\":\"2025-06-25T08:21:23+00:00\",\"dateModified\":\"2025-06-25T08:21:24+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-general-purposes\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-general-purposes\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-general-purposes\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.sysfinpro.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"KB20230000\/01: Best Practice Processes for general purposes\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.sysfinpro.com\/#website\",\"url\":\"https:\/\/www.sysfinpro.com\/\",\"name\":\"SysFinPro Solutions\",\"description\":\"Sage ERP and Payroll &amp; 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