Move a prepared document through an independent decision on its current revision.
Accounting Preparer records the organization, owner, counterparty, date and gross amount. Add the debit and credit lines on the accounts that explain the amount. Attach the source file before asking someone else to decide.
Accounting Preparer presents the current revision to Accounting Reviewer. The owner and organization stay visible so the reviewer can test scope and independence. A changed amount or line requires the reviewer to inspect the new revision.
Accounting Reviewer checks the current record and evidence, then records an approval, rejection or return with a reason. The decision identifies the source revision and reviewer. Approval authorizes the document for the next action; rejection leaves a reason for the preparer.
The decision and operation receipt remain linked to the parent document. Auditor can inspect the prior decision even when a later correction changes the working status.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.