Make adult-protection accounting dossiers easier to review in Valais.
A practical collaboration with two Valais APEA teams to turn paper-heavy adult-protection accounts into structured, traceable dossiers for review.
Protected-adult accounting depends on evidence. The hard part is often assembling it into a file reviewers can inspect.
A protected-adult accounting review rarely depends on one document. Reviewers need to see what happened, which evidence supports it, and which points still need judgment. When statements, receipts, invoices, and explanations arrive as a paper-heavy file, teams spend time rebuilding the chain before they can review the accounting.
The collaboration is being shaped with two APEA teams in Valais. Their examples help Navor work from actual mandate accounting, review habits, and authority needs, rather than from a generic accounting demo.
Navor prepares the dossier before final review.
Navor links uploaded evidence with bank movements and accounting rows. The goal is to make missing support, relevant transactions, and inconsistencies visible before submission, so the authority receives a file that is easier to search and inspect.
Navor does not replace the authority review. It prepares the material around the reviewer: original document, transaction, booking, and review note remain close together, while the responsible team keeps the final judgment.
Each canton has its own forms, but the review need is familiar.
Other cantons will have different forms, procedures, and review cultures. The common need is more basic: complete evidence, accounting that can be followed, and a review process that does not start with reconstructing the file.
What can be adapted
- Checks for documents required by local forms and mandate types.
- Review filters for transactions without evidence or with unusual movements.
- Structured submission files for the authority review team.
Official Valais references
These Canton of Valais sources provide the institutional and legal context for the adult-protection accounting workflows discussed in this article.