Review overview
Before closing a period, open Review to run Assure Books’ QA checks and catch issues while they’re still easy to fix.
Transactions fix queue
A running list of transactions Assure Books has flagged as needing attention — start here.
What this section covers
| Page | What it answers |
|---|---|
| P&L review | ”What checks run against the Profit & Loss before close?” |
| Balance sheet review | ”What checks run against the Balance Sheet before close?” |
| Possible duplicate names | ”How do I catch duplicate customers or vendors?” |
Next
- Engagement end date & locking — closing the period once review is clean.
- Reports — the statements review keeps accurate.
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