integration
Solar accounting integration assessment
Map customers, projects, accounts, costs, invoices, payments, approvals, posting, reconciliation, and failure ownership.
01
Keep the ledger authoritative
The assessment defines which financial records Solar1 references or prepares and which records the accounting system owns.
- Object and owner map
- Direction and timing
- Approval and posting
- Reconciliation and recovery
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Customers and projects
- Accounts and cost codes
- Invoices, payments, and status
- Errors, retries, and reconciliation
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Ledger ownership
- Authentication and permissions
- Posting approval
- Monitoring and failure recovery
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- What moves in each direction?
- Who authorizes posting?
- How are duplicates prevented?
- Who resolves a failed handoff?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.