Field notes
Preparing operators for an on-site audit day
A short checklist for AP teams before Wise Center sits beside the invoice processing application.
On-site days work best when operators know we are watching the application, not grading their typing speed. Share the agenda early: morning walkthrough of intake, afternoon matching and approvals, with breaks around payment cutoffs.
Have a quiet desk near the people who process invoices, not a conference room two floors away. Print or export a shortlist of sample invoice numbers so nobody scrambles mid-session. Confirm that the administrator who knows configuration can join for at least half a day.
If something feels awkward — a known workaround, a shared login still in use — mention it at the start. Application audits move faster when the team is candid; surprises found late still appear in the findings pack, only with less time to discuss context.