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Where could revenue be slipping through the gaps?

A practical checklist for smaller businesses reviewing claims, credits, recoveries and follow-ups. Use it to identify where clearer responsibilities, better information or more consistent processes could help.

This is a self-review tool. It highlights questions worth investigating; it does not establish that money is owed or calculate recoverable amounts.

Your answers stay in this browser tab for this session. They are not sent to Altiora or analytics, and the downloads are blank worksheets.

These suggestions are based on your answers and are a starting point for discussion, rather than a professional review.

Ownership and deadlines

Does each claim, credit or recoverable amount have a named owner?
Are submission deadlines, required evidence and follow-up dates recorded?

Visibility and records

Can you see what is outstanding, disputed, overdue or completed?
Are amounts, status and next actions recorded consistently?
Can someone else understand the position without relying on one person’s memory?

Evidence and follow-up

Is supporting evidence easy to locate?
Are follow-ups recorded with a date, owner and next action?
Is there a clear way to escalate unresolved items?

Reconciliation and learning

Are receipts or credits reconciled against the amounts expected?
Are unresolved differences reviewed?
Do you review recurring causes of missed or delayed recovery?

Take it away

No email address needed.