How do I submit an account for review?

Short Answer: Open the account, click 'Submit for review', choose a 'Reviewer' in the modal, then click 'Submit anyway' to send it for review.

PreRequisites

1. You have completed preparation steps for the account

2. A Reviewer is available to select

Steps

1. Open the account detail (click the account row in the Balance Sheet).

Account modal opens.

2. Click 'Submit for review' at the bottom right of the account modal.

A 'Submit for review?' confirmation modal opens.

3. In the 'Submit for review?' modal review the summary and pick a 'Reviewer' from the dropdown.

Reviewer is selected in the moxdal.

4. Click 'Submit anyway'.

Account status becomes 'Awaiting review' (yellow status shown).

Troubleshooting

1. I can't submit because the Reviewer field is empty.

Likely Cause: A Reviewer must be selected before submitting.

Action: Select a Reviewer in the 'Submit for review?' modal, then click 'Submit anyway'.

2. A warning says '₹2,40,000 remains unexplained'.

Likely Cause: The account has an unexplained difference.

Action: Either add supporting items/upload a support file to reduce the unexplained difference, or proceed by clicking 'Submit anyway'.

Note: The 'Submit for review?' modal shows a summary (Supported balance, Difference, Reconciling items, Unexplained difference) before submission.