Controls and Governance

The controls that keep finished work trustworthy: signing records off level by level, closing accounting periods and freezing everything before a date, rules that block or warn on documents that break them, fields that must be filled in, and the version history that shows who changed what.

Locking What Is Done

🖊️Revise and UnreviseSign off committed records level by level, name each step and its owner, and lock what has been checked.🗓️Fiscal Period ControlLock accounting periods so no one can post into a closed month.🧊Freezing the Past and Overriding Document DatesThe Freeze Processing Document that locks everything before a date, and the Dates Overrider that sets the dates a new document opens with.

Rules on What Can Be Saved

🛡️Criteria-Based ValidationBlock or warn on documents that don't meet rules you define.❗Required FieldsMake a field mandatory on any screen — always, or only when a condition holds — and exempt the branches or people who should be spared.

Who Changed What

🕓Audit Trail & Version HistoryWho changed a record and what it said before — the version history, field-level auditing, comparing versions, and reverting to an earlier one.