Support Material – Resources & Guides @ Nexivanto

What This Section Contains

Reference material for billing and collections processes

This section provides orientation on the types of documentation and reference materials that support the consulting process. It is informational in nature.

About this material

The resources described here relate to process understanding and implementation guidance. They do not constitute financial advice, legal counsel, or tax guidance of any kind.

Used in consulting engagements

These types of materials are used during the consulting process to help teams understand, implement, and maintain their billing and collections workflows.

Resource Types

Types of support material used

Process Flow Diagrams

Visual representations of billing and collections workflows. These diagrams show each step in the process, the responsible party, and how the flow moves from one stage to the next.

Aging Report Templates

Structured templates for building aging reports. The templates define how to organize outstanding invoices by time bucket and how to present the data clearly for management review.

AFIP Configuration Checklists

Step-by-step checklists for verifying that electronic receipt configuration aligns with current AFIP requirements. Useful for initial setup and for periodic compliance reviews.

Reminder Message Templates

Example message templates for different stages of the payment reminder sequence. Covers pre-due, at-due, and post-due communications at varying levels of urgency.

Process Documentation Guides

Guidance on how to document billing and collections processes so that they can be understood and followed by team members independently of the consultant.

Review and Audit Frameworks

Frameworks for reviewing existing billing setups. Helps identify where current processes diverge from best practice and where configuration gaps may exist.

Process documentation laid out on desk with organized notes and billing diagrams

Implementation Approach

How support material is applied

Support materials are not standalone products. They are used as part of a structured consulting engagement to guide implementation and knowledge transfer.

The sequence below describes how materials are typically introduced and used during an engagement.

The initial review identifies which materials are relevant to the client's situation and current process maturity.

Process flow diagrams are used during the mapping phase to document the current state and define the target state.

Configuration checklists and templates are applied during implementation to guide setup and ensure nothing is missed.

Process documentation guides help the client's team capture what was implemented so it can be maintained independently.

Review frameworks are left with the client for use in future self-assessments and periodic compliance checks.

Reference Resources