Finance Team Approvals and Audit Controls in Accounts
Invite finance team members, assign roles, set approval policies and review workspace activity and period controls.
Open team settingsSet responsibilities
Assign roles for recording, approving or reviewing work. Use approval policies to separate responsibilities where required.
Review changes and close periods
Use workspace activity and document history to review changes. Lock closed accounting periods as part of the close process.
Example
A clerk can record a supplier bill, a reviewer can approve it, and an accountant can reconcile the ledger before closing the period.