How every finance number is worked out — and how to check it
Before you sign something, you should be able to say where the figure came from and prove it in two minutes. For each number: where it lives, the arithmetic behind it, the check that proves it, and what a difference usually means.
Nothing matches that. Try a shorter word.
Who can see a document #
Where Documents » Access
How it is worked out Workspace membership, plus any explicit grant on the document itself.
Check it like this Open the access screen and read the workspace's members.
If it disagrees Somebody who can see it but is not on the list has an explicit grant on the file, or a group grant through a team.
When a document will be destroyed #
Where Documents » the document
How it is worked out The retention rule for its document type and country, counted from the date it was filed.
Check it like this Open the document and read its type and retention date.
If it disagrees A document on legal hold shows a date but will not be destroyed until the hold is lifted.
Faster ways to do the same work
| What you want | How |
|---|---|
| Find a file by its contents | Search for a word from inside it — the text of uploaded files is indexed. |
| Get back to yesterday's work | Recent lists what changed, newest first. |
| Share with a team rather than a person | Add them to the workspace; new files land inside it automatically. |
| Undo a deletion | Trash holds it until retention destroys it — restore from there. |