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Auditor — Finance guide

Read everything. Change nothing. Prove both.

Reads everything and changes nothing. Every write in the module refuses this role by design.

What you will be able to do

  • Open every statutory report without asking anyone to run it
  • Follow any number back to the entry behind it
  • Read customers, suppliers and bank statements
  • See for yourself that this sign-in cannot alter a thing

What this role can and cannot do

CanCannot
  • Read every journal entry
  • Read the audit trail — who changed what, and when
  • Run the financial reports
  • See how the report layouts are built
  • Write journal entries
  • Post an entry into the books
  • Raise and edit customer invoices
  • Close a month

5 steps, each one carried out in the product on .

Check what your sign-in can do #

Where Your name, top right » Profile

  1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
  2. Type the e-mail address your administrator set up for you, then your password.
  3. You land on the app launcher: a grid of the apps your company uses.
  4. Click your name, top right.
  5. Choose Profile.
Auditor view of check what your sign-in can do in Tarleaks ERP
The role chip reads Auditor: reads everywhere, writes nowhere.

You should see It says Auditor: you can read the whole ledger and the trail behind it, and you cannot change a single record.

Open every report yourself #

Where Finance » Reports

  1. Open Finance, then Reports.
  2. Move through the tabs: Trial Balance, Profit & Loss, Balance Sheet.
  3. Set the date or period on each.
Auditor view of open every report yourself in Tarleaks ERP
You can run these yourself. Nothing has to be prepared for you.

You should see Trial balance, profit and loss, and balance sheet all open without you asking anyone to prepare them.

Follow a number back to its evidence #

Where Finance » Journal entries

  1. Open Journal entries.
  2. Click any row to open the entry.
  3. Follow the source shown on the entry back to the bill, invoice or payroll run behind it.
Auditor view of follow a number back to its evidence in Tarleaks ERP
Each entry names where it came from, so the evidence chain is one click away rather than a conversation.

You should see You can walk from a report figure to the entry, then to the customer, supplier or bank statement behind it.

See that you cannot change anything #

Where Finance » Journal entries

  1. Open Journal entries.
  2. Look at the top right of the page.
Auditor view of see that you cannot change anything in Tarleaks ERP
There is no New entry button — and the same refusal happens underneath, so nothing can be written under your name even by accident.

You should see There isn't one — and the same refusal happens underneath, so nothing can be written under your name.

Nothing can be archived either #

Where Finance » Customers & vendors

  1. Open Customers & vendors.
  2. Tick a row.
  3. Read the bar.
Auditor view of nothing can be archived either in Tarleaks ERP
The bar offers nothing. You cannot remove the evidence you are reviewing.

You should see It offers you nothing. You cannot remove the evidence you are reviewing.

Use cases — the work, step by step

Each one is a sequence somebody actually performs, with the screen behind every step. Every screen here was opened in the product as this role before it was published.

weeklyTrace a reported figure back to its evidence #

You should never have to accept a spreadsheet. Every figure traces to entries, and every entry names where it came from.

  1. Start at the report — trial balance, profit and loss, or balance sheet — for the period under review.

    Auditor doing "Trace a reported figure back to its evidence" in Tarleaks ERP — Start at the report — trial balance, profit and loss, or bal
    Finance » Reports — verified: the page says “Trial Balance”

  2. Open Journal entries and find the postings behind the account that interests you.

    Auditor doing "Trace a reported figure back to its evidence" in Tarleaks ERP — Open Journal entries and find the postings behind the accoun
    Finance » Journal entries — verified: 88 row(s) listed

  3. Confirm, on the same screens, that this login cannot write: there is no New entry button, and the bulk bar offers nothing.

    Auditor doing "Trace a reported figure back to its evidence" in Tarleaks ERP — Confirm, on the same screens, that this login cannot write:
    Finance » Journal entries — verified: no “New entry” anywhere on the page

Every write in this module refuses your sign-in. That is not a limitation to work around — it is the evidence that what you reviewed is what was there.

All finance role guides