Worklog / Guide
Work-record field guide

Choose a workflow before choosing software

Turn the required record into a capture method, pilot, integration check and cost decision.

Define the output first, test it with known records, then compare the full cost of the options that pass.

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Documentation reviewed · 23 Sep 2026No hands-on merchant testing

Start with the unresolved decision

Begin with the required output and the limitations of your current method. Then write acceptance requirements, compare capture methods, run a pilot and price the options that pass. The cost pages use fictional assumptions, so replace them with your current quote. If the current spreadsheet meets the need, keeping it is a valid outcome.

Keep the outcome and its limits together

Record what passed, failed or remained unknown. Product features depend on the selected plan and configuration, and these guides do not establish employment, payroll or legal requirements. If the current process already meets the need reliably, keeping it remains an option.

Choose your next check

Sources and boundaries

Primary documentation supports the dated product facts. Proposed checks and fictional examples are our editorial method, not observed product results.