A flagged entry or bill is investigated
Who is involved
| Role | What they do |
|---|---|
| Finance controller | Assigns the finding and reviews the outcome. |
| Accountant | Investigates and resolves or dismisses it. |
Step by step
- Accountant
Sees an alert that the check found something, for example a possible duplicate bill.
What they see:A finding naming the record, the amount and why it was flagged.
- Finance controller
Opens Anomalies and presses Own it, choosing the accountant.
What they see:The finding is assigned and appears under Assigned to me for that person.
- Accountant
Presses Open to inspect the record, then Resolved or Not a problem with a reason.
What they see:The finding closes. A dismissed one never returns.
- Finance controller
Reviews the Dismissed and Resolved tiles.
What they see:Who closed what and the reason given.
Who is told what
Accountants and the finance controller get an in-app alert for every new finding.