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Every binder carries a status, and the review workflow is what moves it: In Progress → Ready for Review → Complete

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Submit

Click Submit for review at the top of the binder. If the button is grayed out on a trial balance binder, you have accounts left in another status. Sort the Status column on the trial balance to find them.
You must be assigned as a preparer to submit. If you’re not, add yourself from Settings.
The status becomes Ready for Review.

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Review

A reviewer on a Ready for Review binder has two choices:
  • Approve → status becomes Complete
  • Reject → status returns to In Progress
Reject when something needs fixing, and pair it with an issue saying what. A rejection with no comment leaves the preparer guessing.
You must be assigned as a reviewer to approve or reject. Assign yourself from Settings.

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Undo an approval

Remove Approval returns a completed binder to In Progress.

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Finding what’s waiting on you

Turn on Just For Me on the binders list. It puts binders where you’re the reviewer and the status is Ready for Review at the top. Or filter and bookmark that view directly.

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After review

A completed binder can be locked so nothing changes underneath it, and exported for delivery or the file.