Home Account reconciliation How do I move to the next account while reviewing and how do I return an account to the preparer?

How do I move to the next account while reviewing and how do I return an account to the preparer?

Last updated on Oct 16, 2026

Short Answer: In an open account modal use 'Next account >' to navigate to the next account; use 'Send back' to return the account to the preparer.

PreRequisites

  1. An account modal open (account detail view)

Steps

  1. Open an account detail from the Balance Sheet.

Account modal opens with header and status.

  1. Click 'Next account >' (top-left of the modal) to go to the next account in sequence.

The next account's detail opens in the modal.

  1. If you are the reviewer and want to return the account to the preparer, click 'Send back' at the bottom of the modal.

'Send back' action is triggered (the account is returned to the preparer workflow).

Troubleshooting

  1. 'Next account' or 'Send back' is not visible.

Likely Cause: You may not have the required role or the account is not in a relevant state.

Action: Verify your assigned role or the account status; contact your workflow owner if needed.

Note: The modal header shows navigation control 'Next >' and status badges (e.g., 'Awaiting review' or 'Not started').