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Our finance team has seen a few role changes recently, and every time someone new takes over an account, the same exceptions resurface. The context for why certain mismatches happen tends to live in people’s heads or old email threads.
We lost a lot of time re-learning patterns that were already understood by the previous owner. It made us realise how fragile our reconciliation knowledge really is.
We have started using Collatio Accounts Reconciliation software to capture reconciliation logic and history in one place so that new owners are not starting from scratch every time.
How do others handle reconciliation continuity when teams rotate or restructure?
We lost a lot of time re-learning patterns that were already understood by the previous owner. It made us realise how fragile our reconciliation knowledge really is.
We have started using Collatio Accounts Reconciliation software to capture reconciliation logic and history in one place so that new owners are not starting from scratch every time.
How do others handle reconciliation continuity when teams rotate or restructure?