What this workflow does
This workflow moves a Workpaper Agent workbook through reviewer sign-off, checklist tracking, optional client approval, and the final Ready to Post status before posting.
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Support Center / Workpaper Agent / Overview
Review and approval flow
Move a workpaper through review and approval when another reviewer or client needs to sign off before posting, resulting in the correct review status and next action for the preparer.
Workflow
Step 1
Open the review flow
Start in Truewind on Workpaper Agent > Studio, then use the check-mark action when the workbook is ready for review.
Step 2
Choose the review action
Select the review option that matches the current workbook state so the checklist and reviewer flow move to the correct next step.
Step 3
Rename the checklist task if needed
Update the task title if the reviewer needs clearer context before the review request is sent.
Step 4
Choose the close period
Make sure the workbook is linked to the correct close period before you assign reviewers or request approval.
Step 5
Add the reviewer
Assign the reviewer from the close-period workflow so the request is sent to the right person.
Step 6
Save the review request
Saving sends the review email and records the workbook in the linked checklist flow.
Step 7
Confirm Ready for Review
The workbook status should move from In Progress to Ready for Review after the request is saved.
Step 8
Review the linked checklist task
A checklist task is created alongside the workbook so the review can be tracked outside the Studio page too.
Step 9
Open the correct period and draft
Stay on the correct month-end period and draft output so the reviewer is commenting on the right workbook version.
Step 10
Confirm the workbook is in progress
Before the reviewer responds, the workbook remains in progress from the reviewer’s perspective.
Step 11
Review the reviewer comment
Reviewer comments are recorded on the linked checklist task so the preparer can see what changed or what needs attention.
Step 12
Confirm the Posted status
After the preparer posts the Journal Entry, the workbook status changes to Posted.
Step 13
Review workbook cell comments
Reviewer comments can also appear directly inside the workbook so the preparer can address them in context.
Step 14
Respond in the prompt field
The preparer can use the prompt field to ask Workpaper Agent to resolve or update workbook comments.
Step 15
Mark the workbook reviewed
When the reviewer marks the workbook as reviewed, the status changes to Reviewed and the preparer can move to the next approval stage.
Step 16
Request approval before posting
Use JE Prepare when another reviewer or the client needs to approve the workbook before the final post.
Step 17
Save the approval request
Saving sends the approval email to the assigned reviewer or client for the final sign-off step.
Step 18
Confirm JE Prepare
The status changes to JE Prepare while the workbook is waiting for final approval.
Step 19
Review the approver comment
Client or reviewer approval comments appear in the checklist so the preparer can confirm the final sign-off.
Step 20
Confirm Ready to Post
After the final approval, the workbook status changes to Ready to Post and the preparer can finish the posting step.
FAQ
When should I send a workpaper for review instead of posting it immediately?
Use the review and approval flow when another reviewer or client needs to inspect the workbook or approve the Journal Entry before posting.
What status should I expect after the reviewer responds?
The workbook status moves from In Progress to Ready for Review, then to Reviewed or JE Prepare, and finally to Ready to Post after the final approval.
Limitations
Reviewer and client approval still depend on assigned reviewers
The checklist and email flow only works after the correct reviewer or client is assigned during the review step.
Posting still happens after approval
Approval changes the workbook status, but the preparer still needs to complete the final posting step afterward.
Troubleshooting
The review email was not sent.
Reopen the review flow, confirm the reviewer assignment, and save the checklist status again so the review request can be triggered.
The workbook is approved but still not posted.
Wait until the status changes to Ready to Post, then have the preparer complete the posting step in the normal Journal Entry workflow.
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