The footage to gather
- A sample invoice
- Categorising or matching it
- The review screen
Give each moment a little breathing room. Get close enough to show the detail, and keep the original clips handy.
Plan a single-task walkthrough
Opening
Name the user task and show the required starting state.
Middle
Record the action in sequence and explain only the controls needed to finish it.
Ending
Show the confirmation state that proves the task is complete.
Review it for accounting software
Use example figures and do not present a product tour as accounting advice.
Ask yourself: Can a new user reproduce the task from the recording?
Watch it as if you were seeing it for the first time. If something is unclear, try a different cut or add the missing shot.