Internal control and security

Internal control answers three questions: who can do what, who must approve before it becomes final, and how to prove what was done. This area brings together the settings that answer them.

Decide who approves

Approval engine Approval workflows, segregation of duties, dual approval, threshold delegation, approvals inbox and exceptions report.

Decide who has access

• Understanding roles and permissions: what each role allows, module by module.
• Invite your team: add a colleague and give them a role.
• Management decides who uses an AI assistant: who can connect an assistant, with which profile.
• Accounting firm permissions: what the firm can do in your file.

Protect accounts

Sign in Sign-in, the stay-signed-in option, choosing the active file, common errors.

Two-factor authentication 6-digit code, backup codes, trusted devices, identity confirmation before a sensitive action.

Manage active sessions Connected devices, remote sign-out, account activity.

Reset your password Email link, change from settings, email that does not arrive.

Posted entries no longer move

A posted voucher is sealed: it is no longer edited, it is reversed. This is the basis of proof during an audit. See Post and reverse.