Completing a workflow can be used to reflect that the process of matching transactions is done for the selected time period and can be performed from either the Matches or Transactions page. Only administrators have permission to complete or revert a workflow.
Complete a Workflow
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Complete marks a workflow period Complete. |
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On the Matches or Transactions page, click Complete .
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After a workflow is complete, the Complete icon is replaced by the Revert icon. When a workflow is complete:
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All users can view the workflow but cannot edit or delete the existing information.
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Commenters, preparers, approvers, and administrators can add comments.
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Preparers, approvers, and administrators can add attachments.
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Revert Workflow
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The Revert removes the Complete checkmark from the workflow and restores it to an open status. |
On the Matches or Transactions page, click Revert .
