How to deal with issues related to invoice sorting？ What are the key steps in invoice sorting？

In insurance business, invoice sorting is a crucial job, which is not only related to accurate financial accounting, but also has an important impact on insurance claims and other links. The following will introduce the related issues and key steps of invoice sorting in insurance business for you in detail.

First of all, collecting invoices is the first step. In the insurance business scenario, there are various types of invoices involved, including medical expenses invoices and vehicle maintenance invoices. Ensure that the collected invoices are true, complete and valid. For medical expense invoices, we should pay attention to whether the patient information, treatment items and amount on the invoices are clear and accurate; Vehicle maintenance invoices need to pay attention to maintenance items, parts details and relevant information of repair shops. In the process of collection, we should establish good storage habits, such as using special folders or file bags to preliminarily classify and store invoices according to their types or time sequence.

The next step is to review the invoice. This step requires careful examination of the various elements of the invoice. From the perspective of legality, it is necessary to confirm whether the invoice is supervised by a regular tax authority and whether there is a clear invoice code and number. For the contents of the invoice, it is necessary to verify its relevance to the insurance business. For example, in medical expense insurance, it is necessary to check whether the medical treatment items are within the scope of insurance contract. At the same time, it is also necessary to check whether the amount of the invoice is calculated correctly and whether there are alterations or forgeries. The following is a simple table of audit points:

Key points of audit Specific content validity Tax producer seal, invoice code number, etc. Relevance Fit with insurance business Accuracy of amount Whether the calculation is correct and whether there is any alteration.

After passing the examination, it will enter the stage of classification and numbering. According to the nature and use of invoices, such as medical expenses invoices can be subdivided into outpatient invoices and hospitalization invoices; Vehicle insurance invoices can be divided into maintenance invoices and parts invoices. After the classification is completed, each type of invoice is numbered, and the numbering can be in the form of date plus serial number, which is convenient for subsequent search and management. For example, 20240101-001 represents the first invoice on January 1, 2024.

Then paste and bind. For scattered invoices, we should choose the appropriate pasting method. Generally, we should use glue or glue stick to paste the invoices neatly on the pasting sheet, and be careful not to cover the important information of the invoices. After the paste is completed, it is bound according to the number sequence. You can use a binding machine or thread binding to ensure that the invoice is firm and not easy to be scattered.

Finally, archive and backup. Store the sorted invoices in a special filing cabinet or file box, and establish an electronic file to input the relevant information of the invoices, including invoice number, type, amount, date, etc. Electronic files can be stored in the company’s server or cloud for easy query and call at any time. At the same time, check and clean the invoice files regularly to ensure the integrity and accuracy of the files.

In the insurance business, doing a good job of invoice sorting can improve the efficiency of financial work, ensure the smooth progress of insurance claims, and bring convenience to both companies and customers. Therefore, every link needs to be taken seriously to ensure the quality of invoice sorting.

(Editor: Dong Pingping)

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