Where is this stuck, and with whom?
Key documents show their journey: the steps done, who holds the record now and how long it has waited, with who did each step where that was recorded.
LiveWhat does Record trace & document chain do? 'Where is my order?' takes one glance, and bottlenecks come with names and hours, not email chases.
How it works
Each record is shown against the usual steps for its industry. Every completed step shows who did it, when and why, wherever that was recorded. Kinnow names who holds the record now, how long it has waited and whether the deadline has passed. The paper trail links quote, order, delivery, invoice and receipt, and each one opens alongside the record.
Opens from the orders, invoices, purchase orders and other records listed below; a step with no evidence reads 'Not recorded', never blank and never made up.
Step by step
- Open the record. Open an order, invoice, purchase order or any of the other records listed below.
- See its journey. The record is laid against the usual steps for your industry. Each step reads Done, Waiting here now, Not started, or Blocked.
- Read who did each step. A finished step shows who did it, when, and the reason, wherever that was recorded. Sales, finance and supplier records are stamped this way today. Where it was not recorded, it says "Not recorded on this record".
- See who holds it now. "With Rahul now", "With anyone who can approve", or "Moves on by itself". If nobody is recorded, it says so.
- See how long it has waited. "Waiting since" and the time allowed. If the deadline has passed it reads "Over the time allowed by 6 hours".
- Follow the paper trail. "Came from, and became" links quotation, order, delivery, invoice and credit or debit note, or purchase order, goods receipt and supplier bill. Each opens beside the record.
What you see on screen
- The journey panel. Steps with their state, "Done by {name}", "Waiting since", and a line for who holds it.
- Came from, and became. The linked documents. It tells you when it was cut short because the chain is long, or when receipts and payments could not be read just now.
- Approvals, on an invoice. Who asked, who approved, who turned it down, and who it is waiting on.
- What changed. The latest changes to the record, with who made them.
- Where it appears. Sales enquiries, quotations, orders, deliveries, invoices and returns; leads and marketing campaigns; purchase orders and requisitions; finance journals; stock transfers; maintenance work orders; installed units; transport trips; leases.
Who uses it
| Who | When | What they do |
|---|---|---|
| Customer service or sales coordinator | When a customer asks "where is my order?" | Reads the journey and the holder, and chases the named person. |
| Purchase or accounts head | Weekly | Finds approvals waiting longest and who holds them. |
| Business owner | Any time | Looks at one record to see where the delay is. |
| Auditor or CA | At review | Follows a document back to what it came from, with who and when. |
See where your own orders get stuck. We can open a sample order and trace it to the person who holds it.
Ask how this looks for your approvals. Tell us which documents get stuck most and we will trace one.
Related
- One approval inbox - everything waiting on you in one place.
- Change history - what changed on a record, field by field.
- Register of everything in motion - all records still moving.
- Processes - the industry steps each record is laid against.
Questions
What is Record trace & document chain in Kinnow?
Key documents show their journey: the steps done, who holds the record now and how long it has waited, with who did each step where that was recorded.
What changes for the business?
'Where is my order?' takes one glance, and bottlenecks come with names and hours, not email chases.
Is it available today?
Yes, it is live.
What does "Not recorded on this record" mean?
It means Kinnow cannot show who did that step or when, because that detail was not stored on the record. It is left plain rather than filled in with a guess.
Which records can I trace?
Orders, invoices, purchase orders, leads and the other records in the list above show their journey and their paper trail.
More in the Your records and documents
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Your records and documents · Your Statements, Your LayoutFinancial statements in your old system's format
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Your records and documents · Statement Bridge (As Seen On · Entered Since)Match receivables to a customer's statement, fast
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Your records and documents · Jurisdiction-pack payroll enginePayroll that checks itself before paying
India payroll covering PF, ESI, PT, TDS, LWF, arrears and off-cycle runs, with a headcount-checked bank file.
Tell Kinnow what slows you down.
Answer three questions. Get the applications, the agents and a two-week plan for your business.