Give the next person enough context.

Accounting work often moves between the person with the source, the person preparing the record and the person reviewing it. A clear handoff keeps those responsibilities connected without leaving decisions implied.

01

Start with a clear source

A handoff should state the task, evidence, current status and next owner. These are working practices rather than claims about specific permission, approval or collaboration features in Doviria. Use the actual controls available in your workspace.

02

Choose the question you need to resolve

Start with the point where work currently stalls. Keep questions narrow, preserve decisions and share only the information the recipient needs through the appropriate channel.

03

Keep your next step connected

The guides below follow the work from its source to its review and handoff. Open the task that matches your question, use its example to check your reasoning and follow the related links when another record needs attention. Retain your own source evidence and the person responsible for the final decision.

01Keep the source02Check the context03Choose the next step

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