Approvals & Audit Trail

Approval workflows add controlled authorization. The audit trail records change history.

Where to find it: Sidebar > Tax & Compliance

15.1 Approval Queue

Go to Approvals to review pending requests.

Current accounting workflow document types include:

• Bills
• Payments Made
• Payment Batches
• New Vendors
• Vendor Bank Changes
• Journal Entries

15.2 Bulk Approvals

You can approve multiple pending requests from the approvals list.

15.3 Approval History

Each approval request shows the step history, actors, comments, and current state.

15.4 Audit Trail

Audit Trail is available from the Compliance area and the shared business audit pages. Use it to filter by model type, event, user, date range, or review flags.

15.5 Record History

You can open record-specific audit history from supported accounting records.

15.6 Marking as Reviewed

Auditors and reviewers can mark audit entries as reviewed.

15.7 Exporting the Audit Trail

Audit Trail export currently downloads CSV, capped to the current export limit shown in the app.

15.8 Compliance Dashboard

The Compliance dashboard summarizes:

• Audit readiness score
• SoD violations
• Audit trail integrity
• Pending review and recent critical events
• VAT and WHT compliance snapshots
• Approval, fiscal-period, and reconciliation status cards

15.9 Separation of Duties (SoD)

Use the Compliance area to review SoD violations and related controls.

15.10 Audit Integrity

The Audit Integrity view checks the audit-log hash chain and related integrity signals.

15.11 Audit Readiness

The Audit Readiness view breaks the readiness score into checklist items and recommendations so you can see which controls passed, which failed, and what should be fixed before audit or external review.