Confirm the financial context
Open Books and confirm the workspace, section, period, status, and currency before reviewing or changing a record.
Distinguish the work areas
- Production records describe business activity assigned to a period.
- Compensation views apply the visible plan and assignment information.
- Pay runs group eligible items for review and approval.
- Adjustments document a correction with a reason and authority.
- Reconciliation identifies differences that still need explanation.
Read statuses literally
Draft, built, approved, closed, and paid or externally completed describe different facts. Do not report a later state unless it is visibly confirmed.
Review before approval
Check the period, people, items, amounts, exceptions, and supporting evidence. An approval should be performed only by a person with the intended authority and should not be treated as proof that an external payment occurred.
Verify
Reopen the record after a change and confirm the saved amount, assignment, status, reviewer, and history. Resolve unexplained differences before closing a period or advancing a pay run.
Stop conditions
Stop if the period, authority, source information, amount, payee, or external completion state is uncertain.