KSeF for accounting offices: how to serve multiple clients
Standard of work of the accounting office after the implementation of KSeF: authorizations, segmentation and monitoring of the client portfolio.
Customer segmentation
Accounting offices should divide clients into segments according to the complexity of the process: simple sales, high number of corrections, international sales, e-commerce.
This division allows you to assign appropriate procedures and limit situations in which one exception blocks the entire portfolio of serviced entities.
- •Segment A: low complexity and low volume.
- •Segment B: frequent adjustments and seasonality.
- •Segment C: High complexity and integrations.
Management of rights and responsibilities
The larger the office, the greater the need for strict division of responsibility. One authorization model for all teams is a direct path to errors and audit difficulties.
In practice, the model with a customer representative, a process operator and a quality supervisor works well.
- •Role matrix for each customer group.
- •The four-eyes rule for exceptions.
- •Regular review of eligibility.
Reporting for the end customer
Customers expect not only correct accounting, but also clear information about the status of documents and risks. This is an area that can be a competitive advantage of the office.
Automatic status and rejection reports reduce the number of ad hoc inquiries and improve the assessment of service quality.
- •Weekly KSeF status report.
- •List of documents requiring client action.
- •Report on rejection reasons and recommendations.