List the responsibilities

Identify who prepares instructions, reviews records, answers provider questions and maintains internal evidence. A departing colleague may hold operational knowledge even when they are not the financial decision-maker. Document the open tasks and legitimate business records that need a new authorised owner without passing around personal access credentials.

Confirm the available controls

Ask how the actual programme supports appropriate access changes and responsibility updates. Do not invent a corporate financial role-management feature or assume the profile dashboard controls every financial service. Tap Tap Go’s proposed euro and hybrid capabilities are coming soon; account arrangements and permitted access would depend on the appointed providers.

Imagine this

An illustrative future scenario

Imagine a finance coordinator leaving after organising a future receiving pilot. The company assigns the enquiry log and internal reference map to another authorised colleague, then follows the eventual provider process for access changes instead of keeping the former employee’s login in use.

Make it practical.

Use this checklist as you read. Checks are not stored.

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