One record, six roles

Each step tells you which role to switch to. The same customer, invoice and receipt appear on every screen, so you can see who did what and what each role can and cannot do.

WF-18 Business-to-close cycle

One company, one set of records: Admin sets up and issues, Accountant invoices and collects, CFO approves and reviews, Analyst, Auditor and Owner follow it through.

Starts with: The company's profile, chart of accounts, catalogue, bank ledger and open FY 2026-27. Everything else is created in the workflow.

Done when: In one company, the customer Admin added was invoiced and paid, the CFO approved the receipt, and the same records appear in the statements, FP&A, the audit trail and the owner's summary.

• Admin: confirm the company (as Admin): Company profile saved. No ledger change.
• Admin: add the customer (as Admin): A new customer with no balance.
• Accountant: create the invoice (as Accountant): A draft invoice; nothing posted yet.
• Admin: issue it (as Admin): Dr 1030 Accounts Receivable (Customer Trade Debtors); Cr 4010 Sales Revenue - Products and Output CGST and SGST.
• Accountant: record the customer's payment (as Accountant): The receipt waits for approval.
• Approve the receipt as CFO (as CFO): Dr 1020 Operating Bank Account; Cr 1030 Accounts Receivable. The invoice is paid and the books update.
• CFO: review the P&L (as CFO)
• CFO: review the Balance Sheet (as CFO)
• Analyst: revenue and working capital (as Analyst)
• Auditor: trace the invoice (as Auditor)
• Auditor: read the audit log (as Auditor)
• Owner: review the position (as Owner)