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Workpaper Agent / Journal Entries

Draft journal entries from a workpaper

Review, correct, and post draft journal entries generated from a prepared workpaper in the current journal-entry workflows.

Workflow

Setup workflow

Step 1

Start from a completed workpaper run and approve it so Workpaper Agent can generate draft journal entries when the workflow supports it.

Step 2

Use the current journal-entry CTA from the workpaper output or Journal Entries page to open the draft review screen for that workpaper.

Step 3

Inspect the proposed entries, fix any blocked accounts or dimensions, and confirm the entries are balanced and ready to post.

Step 4

Post the eligible entries from the current draft journal-entry workflow once the review is complete.

Check the account mappings, dimensions, dates, and balance state first. The current draft flow is designed for review before ERP posting.

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