01
Read-only financial access
Review the records needed for close without gaining inventory write permission.
- Server-enforced role
- Location scope
- Audit events
For accountants
A clean trail from purchase to period close.
Review invoices, inventory snapshots, purchase orders, and exports in a role that protects operational data from accidental changes.
02
Invoice and PO context
Match vendor invoices to expected orders and investigate discrepancies.
- Status workflow
- Line comparison
- Document reference
03
Consistent exports
Export report tables with stable columns and tenant-scoped data.
- CSV exports
- Period filters
- Reproducible totals
“The support behind the beverage number is already organized when close begins.”
Priya D., controller
A calmer close starts here