The document workflow ensures every financial entry has proper documentation before being considered complete.
Flow Diagram
Roles
| Role | Actions |
|---|
| User | Upload documents, fulfill requests |
| Accountant | Request documents, approve/reject documents |
Permissions
| Permission | Required for |
|---|
entry.create | Uploading documents, fulfilling requests |
entry.review | Requesting, approving, rejecting documents |
Event Trail
Every document action is recorded in the entry's event log:
| Event | When |
|---|
DOCUMENT_ATTACHED | Document uploaded |
DOCUMENT_REQUESTED | Accountant requests a document |
DOCUMENT_APPROVED | Document approved |
DOCUMENT_REJECTED | Document rejected with reason |
COMPLETENESS_CHANGED | Entry completeness status changed |
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