Independent authorization

Step by step

1. Prepare evidence Accounting Preparer

   Accounting Preparer works from the current parent record. Gather the instruction and supporting documents.

   • Gather the instruction and supporting documents.
   • Updates Accounting documents, Record attachments

2. Check account scope Accounting Reviewer

   Accounting Reviewer works from the current parent record. Inspect debit and credit entries.

   • Inspect debit and credit entries.
   • Updates Journal entries, Ledger accounts

3. Inspect revision Accounting Reviewer

   Accounting Reviewer works from the current parent record. Compare the current revision with the one presented.

   • Compare the current revision with the one presented.
   • Updates Accounting documents

4. Decide Accounting Reviewer

   Accounting Reviewer works from the current parent record. Approve, reject or return with a reason, recording the decision before the instruction status changes.

   • Record the decision before changing the instruction status.
   • Updates Review decisions, Accounting documents
   ApprovalA person approves before the work moves on.

5. Follow correction Accounting Preparer

   Accounting Preparer works from the current parent record. Keep the old decision and review any changed revision anew.

   • Keep the old decision and review any changed revision anew.
   • Updates Accounting documents, Review decisions

Accounting Preparer

Owns preparation and provider follow-up.

Accounting Reviewer

Owns independent decisions and reconciliation.

Auditor

Reads the retained evidence.

App Administrator

Maintains organization membership and counterparties without taking over reviewer authority.