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Denari has features for approving both documents and trial balance lines.

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Document approvals

On the documents tab of your project, right-click on any document to approve or unapprove it. Any user assigned to the project can approve or unapprove:
  • Preparers get a blue initials badge
  • Reviewers get a green initials badge
You can also click the Approve or Unapprove button on the document view page.

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Account approvals

On the trial balance, click the … on any account and click Mark as reviewed or Un-mark as reviewed to approve or unapprove a trial balance line.
Unlike documents, multiple users cannot approve or unapprove the same trial balance line.