Independent review

Step by step

1. Review revision Accounting Reviewer

   The Accounting Reviewer compares the current document and evidence, then approves, rejects or returns that exact revision.

   • Record an independent decision on the source revision
   • Updates Accounting documents, Review decisions
   ApprovalA person approves before the work moves on.

2. Record outcome Accounting Reviewer

   The Accounting Reviewer checks the decision, reason and operation receipt linked to the parent document.

   • Keep operation key and resulting status together
   • Updates Operation receipts, Accounting documents

3. Inspect exception Finance Lead

   The Finance Lead investigates a receipt whose claimed result lacks a matching local effect.

   • Retain the discrepancy and supporting evidence
   • Updates Operation receipts, Record attachments

Accounting Preparer

Prepares and supplies records; Accounting Reviewer makes independent decisions; Finance Lead investigates account exceptions; Auditor reads the evidence; App Administrator maintains organization setup.