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Denari’s review workflow provides an easy way for preparers and reviewers to communicate over the status of reviews.

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Submit for review

For trial balance projects — Click the Submit for review button at the top of the page when all accounts are either reconciled or ignored. If the button is grayed out, check that you aren’t missing any accounts. For workpaper-only projects — Click the Submit for review button when at least one document is uploaded to the project.
You must be assigned as a preparer on the project to submit for review. If you aren’t, you can add yourself from Project Settings.
After submitting, the project status changes to Ready for Review.

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Approve or reject

When a project is in the Ready for Review state, reviewers can:
  • Approve — The status changes to Complete
  • Reject — The status returns to In Progress
You must be assigned as a reviewer on the project. If you are not, you can assign yourself from Project Settings.
As a reviewer, you can easily see which projects are ready for review using the Projects list bookmarking feature.

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Remove approval

If you accidentally approved a project, click the Remove Approval button to return the project to the In Progress state.