Separate local collection from central decisions
Branch teams may receive utility bills while finance controls approval and payment. Define that handoff explicitly: the location manager supplies the document, the reviewer checks the details, and the authorised approver makes the decision. One person should not have to reconstruct the whole chain from WhatsApp messages.
attenlo’s test pilot keeps records linked to a location, with responsible people and separate roles. Bill lists can be filtered to the relevant location or person. This is manual work in an owner-only test environment, not an automatic connection to every branch’s providers.
Start with the bills that need attention
Before asking every location for an update, find expected bills that did not arrive, documents awaiting review, requests awaiting approval and recorded payments without receipts. Each item needs its own next action.
Illustrative example: East branch has a received electricity bill awaiting central approval. West branch has no broadband document yet. Reporting both as ‘pending bills’ loses the operational difference. East needs a decision; West needs document follow-up.
Keep documents with the location and bill period
Attach the bill and receipt to the right billing period, not just to a shared folder called September. Record which location and account they relate to. When an amount is disputed or a document looks duplicated, keep the review open rather than marking it checked to tidy the report.
The pilot keeps the documents and a history of who checked the payment record. It does not independently verify bank settlement. Payment execution through Bharat Connect is in development.
Set up a useful first location register
Start with a limited set of recurring obligations for two or three locations. Agree who collects each bill, who reviews it, who approves it and who checks the evidence. Compare the process with your existing register before expanding.
The current app is owner-private and synthetic-data-only. The public invite form is for discussing fit and a future guided start; it does not grant access or approve real-data onboarding.