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This application connects daily work with the records, reviews, and approvals that explain it. This public guide describes the product without loading any live shop or workforce records.
How the app is organized
Each workspace records one kind of real-world work, its review state, and the actions allowed for the signed-in account. Use the workspace where the event began instead of recreating it somewhere else.
Connected workflows carry approved source details forward, while review queues and status mirrors show what still needs confirmation.
- Use operational areas to record what happened.
- Use review queues to confirm provider or employee-submitted information.
- Use the review and approval workspace your role provides.
- Use self-service only for your own schedule, time, requests, and documents.
What your access means
Access is capability-based. Seeing an area does not automatically grant every action inside it. For example, someone may view payroll without being allowed to prepare or approve a run.
Available workspaces and actions depend on the role assigned to an account. Contact an administrator if an expected area is unavailable.
The guide is public; the application is not
Anyone can read these product explanations. Opening an operational workspace still requires an authorized sign-in and the appropriate permission.
A safe working rhythm
- 1
Record the source event
Complete the sale, shift, expense, acquisition, bank import, or other real-world action in its operational area.
- 2
Resolve review items
Confirm imports, exceptions, receipts, time corrections, and provider changes before they become final inputs.
- 3
Approve only when totals make sense
Use previews and reconciliations. Approval is a control, not a shortcut around an unresolved difference.
- 4
Correct; do not erase
Posted financial and payroll history is append-only. Use a linked correction, reversal, refund, or void so the original remains understandable.
Sandbox and live status
Some integrations and live actions remain unavailable until setup and verification are complete. Follow the status shown in the application before assuming money, tax, email, or payroll activity will leave it.
Do not work around a release gate
A disabled live action protects the shop from incomplete provider setup. Finish the named readiness or reconciliation requirement instead of recording a pretend success.
Still unsure?
Pause before posting, approving, refunding, or moving money. Ask the owner or the role responsible for that workflow to review the source record with you.
This guide explains software workflows only. It is not legal, tax, accounting, payroll, employment, or security advice. Requirements and provider availability can change; confirm current obligations with the relevant agency and qualified professionals.