Finance staff stop unreviewed payouts and finalize ledgers

Accounting coordinators miss credit reviews when disbursements post without checks, creating audit gaps and compliance risk. So accounting can verify before finalizing ledgers.

Overview

Unreviewed disbursements create audit gaps and compliance risk for finance leaders. This workflow ensures each disbursement spawns a reviewable credit record and only finalizes ledgers after verification, eliminating lingering unreviewed transactions. Finance teams gain cleaner audit trails and fewer manual corrections.

Notable Features

Create credit review records on change
Delay finalization to allow verification
Mark ledger entries as finalized after review