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User Manual · Chapter 7 — Accounts and finance

7.9 Approvals and notifications in Accounts

Accounts has less hand-off traffic than the trading modules, and what it has is permission-shaped. Manual journals are written by whoever may create them and posted behind the post gl-batches permission — most companies give the two to different people, and 1.5's rule applies unchanged: a posting that fails its checks leaves the batch a draft, with its reason. Module documents arrive already posted when auto-post is on (1.8); with it off, they rest in approved and the finance team's Post actions are the gate.

Closing and reopening periods sit behind post periods; completing a reconciliation behind its own permission. The period-end FX revaluation (7.11) carries its own permission, revalue fx-balances, deliberately separate from closing: creating the revaluation drafts and closing the period are different acts, and the drafts themselves post behind post gl-batches, like every other batch. Each of those acts is recorded on the record's Activity tab (1.4) — who, when, and, for a close taken over an aged-GRNI warning, the warning that was acknowledged. Notifications follow 1.7's pattern: work surfaces in the bell and in the Finance cockpit's findings rather than by email.

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