A journal entry is drafted by one person and posted by another
Who is involved
| Role | What they do |
|---|---|
| Accountant | Drafts the entry. |
| Finance controller | Reviews and posts it. |
Step by step
- Accountant
Creates a draft journal entry with balanced lines and a dimension where required.
What they see:A draft with no number yet.
- Accountant
Tries to post their own draft with the maker-and-checker setting on.
What they see:A plain-language refusal naming the rule.
- Finance controller
Opens the draft and presses Post.
What they see:The entry gets its number and joins the ledger.
- Finance controller
Checks the anomaly inbox for anything flagged on the entry.
What they see:Round-amount or weekend findings, if any, to own or dismiss.
Who is told what
Posting is quiet by default; a company can switch on a channel to stream posted entries.