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Receipt, bank-reference, proof, and correction standards

Recording standards​

  • Use manual receipt numbers exactly as issued; do not reuse or invent a number.
  • Capture bank references accurately for online transfers.
  • Upload approved proof to the correct customer/transaction context.
  • Review missing receipt, proof, and bank-reference queues daily.

Correcting mistakes​

First confirm whether a payment already saved. Preserve financial accountability: correct the authoritative record through the authorized workflow, record the reason, and verify the revised customer balance, request, and report. Do not use destructive purge tools for normal financial corrections.

Media: Checklist, annotated screenshot, fictional exception scenario.