Keep an estimate distinct from a confirmed record.

A planning number can look authoritative when it is copied into the same table as actual source amounts.

01

Start with the evidence

Label estimates clearly and record their assumptions. Keep confirmed invoices, receipts or agreements in separate fields so the reader can tell which figures have evidence behind them.

02

Work through the example

A project expected USD200 of printing, while the confirmed receipt is USD180. The USD20 difference compares a plan with a source record; it does not mean a USD20 refund occurred.

03

Make the next step clear

Update the working view without erasing the original estimate if the comparison matters. Explain the change in terms of its sources rather than turning a planning variance into a fictional transaction.

04

Keep the source context

These guides are practical organizational examples for service and project teams. They do not promise a particular time-tracking, approval or project-management feature in Doviria. Use the tools and controls actually available to your team.

01Keep the source02Check the context03Choose the next step

Make more room for your life.Powerful accounting, with an AI agent by your side.