Read-only reviews

Both workflows only read the books. Pending vouchers are shown as exceptions: they are not in the figures until a checker approves them.

WF-12 Check business health

See the company's position, revenue, receivables and cash, and what is waiting for attention.

Starts with: The company's posted books and the seeded voucher PAY-2026-0003 waiting for approval.

Done when: Position, revenue and expenses, receivables, cash and pending exceptions were reviewed, with the Balance Sheet behind them.

• Start at the Gateway
• Read the executive summary
• Check balance health
• Revenue and expenses
• Receivables
• Cash
• See what is waiting
• The supporting statement

WF-13 Follow the business's transactions

Walk from sales and purchases to collections and obligations, the accounting records behind them, and the result.

Starts with: Seeded invoices, purchase bills and vouchers, plus anything you added in earlier workflows.

Done when: Sales, purchases, collections and obligations were followed to their Day Book vouchers and the P&L.

• Sales
• Purchases
• Collections
• Obligations
• The accounting records
• The result