Overview
This guide is for the people who live in the board daily: the controller running the close, the owners of individual entries, and anyone sending files in. It covers the whole loop, from getting access to posting the confirmed entries.
Getting on the board
Access, membership, owners, and the assignment emails.
The board at a glance
Sections, close days, statuses, notes, and the event log.
Dropping files on entries
What the reader accepts, what it refuses, and what the guards mean.
Email intake
Send a workbook by email and let the board file it, or hold it for you.
Roll-forward
Start a new month from the last one without inheriting a single unchecked number.
Reviewing and confirming
The entry drawer, editing an amount, and what the QC states mean.
Export and posting
The close package, the review workbook, and the guided posting flow.
The AI drafts. A human confirms. Nothing posts to the ledger on its own. Everything on this page tightens attention on that rule; nothing replaces it.