Approvals

Denari has features for approving both documents and trial balance lines.

Documents

On the documents tab of your project right-click on any document to approve or un-approve a project. Any user assigned to the project can approve or un-approve; preparers will have a blue initials badge, and reviewers will have a green initials badge. You can also click the Approve or Unapprove button on the document view page as well.

Account approvals

On the trial balance you can click the "..." on any trial balance account and click "Mark as reviewed" or "Un-mark as reviewed" to approve or un-approve a trial-balance line. Please note that multiple users can not approve or un-approve a trial balance line like is possible with documents.