Explore Accounting in GreatWork.ai. Plan financial record ownership, supporting references, review stages and practical reporting requirements for your team.
Give accounting administration a clear connection to the business activity behind each record. Plan the documents, responsible people and review stages needed to explain a transaction or resolve a question. Use Accounting to establish consistent record ownership across your operating workspace, with a practical route for missing information and corrections before reporting is reviewed by your team.
All modules · ERP & Finance
Where Accounting fits
Start with the financial records your team maintains and the source evidence supporting them. Agree on the relevant period, company context and responsible reviewer. Define how questions return to the originating department and how a correction differs from an approved record. Review dashboard and reporting requirements with the people preparing and checking the information. Discuss any required relationship with invoicing, purchasing or other accounting systems during setup. Keep responsibility for accounting judgments with qualified team members, and define who resolves incomplete documentation before a record is relied on.
Practical workflows to discuss
- Plan review of transaction references and supporting documents.
- Define ownership of unresolved period-end record questions.
- Outline correction handling for a departmental accounting submission.
Plan your setup
- Which company records and reporting periods are in scope?
- Who approves corrections to a reviewed financial record?
- What source evidence must accompany each record type?
Explore Accounting
Review this module in the GreatWork.ai live catalogue and discuss the records, reporting and configuration your team needs.
Related modules
Business suites: Finance & Accounting · Payments & Billing.
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