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Sales & Revenue
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Finance & Invoicing
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GoBD governs how German businesses must keep digital books, records, and supporting evidence retrievable and tamper-evident. Software must document life cycles, restrict silent mutations after finalization, and supply structured exports auditors can reconcile.
Authorities expect completeness; immutability after booking; attributable electronic documents; archiving with timely retrieval windows; procedural documentation describing who uses which subsystem to post or approve entries. Cloud workloads add questions about geography, RBAC, encryption, subprocessors, and provable restores—each procedural change requires traceable rollout notes. Auditors routinely reconcile invoice trails with bank receipts, aged receivables, and advisor exports—if the same key totals diverge across tools without an interface log, you inherit expensive clarification loops. Nail data authority (which system mints the authoritative invoice number?) and keep archive sets tamper-evident; checksums or append-only logs routinely convince examiners even when smaller firms skip full cryptographic stacks.
Immutability, tamper-evident storage, traceable entry, retention windows, third-party auditability, procedural docs—tightly interwoven.
Split your stack into capture, processing, archive, reporting—then stress-test integrity at each hop.
Prevent gaps and inconsistent sequencing; numbering schemes must resist ad-hoc rewrites.
Post-book corrections travel as additive evidence, not silent rewinds.
Meet retention; prove timely retrieval; document backup/restore drills.
Describe environment maps, approval chains, parameter changes, interfaces, training evidence.
Great trails contextualize draft → approval → delivery → dunning → cash → advisor export, each with actor + timestamp. External CSV/API extracts should reference immutable originals, not hand-polished shadows. Link hours/projects to revenue recognition questions auditors raise.
Catalog invoices, credit notes, asset receipts, travel, banking, FX/RC edge cases.
Clarify numbering authority, handoff points, authoritative APIs.
Monthly sanity checks across AR aging, cadence anomalies, suspicious tax buckets.
Third party dry-run retrieval, export parity, procedural doc readability.
Immutable invoice chains, roles, exports, inspection-friendly logs—German hosting mindset.
Quote-to-cash keeps fewer manual hops that GoBD risk assessments flag.
Finalized documents stay locked; corrections travel as explicit follow-on evidence.
Structured downloads/API for advisors instead of screenshot archaeology.
They merge tax orderly duties with IT governance—integrity lifecycle-wide, documented processes, guarded archives.
No—inspect RBAC depth, immutable logs, data residency disclosures, continuity SLAs; geography alone never substitutes missing functional controls.
Electronic retention parallels paper baselines—often decade-scale—plus documented migrations preserving integrity fingerprints.
Post-issuance mutation must be visibly corrective—credit memo + corrected invoice—not silent edits.
Sampling completeness, causal chains project→hours→billing, segregation of duties, documented reversals.
Every interface needs field authority rules and reconciliation logs—use cashwerk integration patterns as appendix to procedural manuals and add alerting for divergence.
Start from RBAC clarity, deterministic finalizations, repeatable inspection bundles—cashwerk aligns operational artefacts with invoicing ledger objects.
Go to invoices & records