The current state remains visible to preparers and reviewers.
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Review generated policy drafts in the context of the entity profile, workings, and financial statement presentation, with tailored wording preserved.
The current state remains visible to preparers and reviewers.
The current state remains visible to preparers and reviewers.
The current state remains visible to preparers and reviewers.
The current state remains visible to preparers and reviewers.
Relevant source and support remain available from the work item.
Open, reviewed, approved, and blocked states are never conflated.
An entity-specific policy set with preparer and reviewer decisions recorded.
Controlled workflow
The workspace presents policies connected to the entity’s selected methods, balances, and applicability profile.
Human-visible state and evidence+1 related controlIllustrative sample · live engagement values remain inside AutoFS.
Controlled workflow
The preparer assesses whether the draft accurately describes the accounting followed during the period.
Human-visible state and evidence+1 related controlIllustrative sample · live engagement values remain inside AutoFS.
Controlled workflow
Entity-specific edits and explanations are retained separately from generated source text.
Human-visible state and evidence+1 related controlIllustrative sample · live engagement values remain inside AutoFS.
Controlled workflow
Review status and comments remain connected to each policy before the pack can be finalised.
Human-visible state and evidence+1 related controlIllustrative sample · live engagement values remain inside AutoFS.
A generated policy is never treated as proof of the entity’s actual practice; the firm must verify and approve the wording.
Keep source, human decisions, workings, review, and final output in one controlled engagement file.