Working with Review Points

Individual Review Points are organised into categories and the number and total potential value of all of the individual review points in each category is displayed in the header bar.

Each blue category is expandable when clicked, when the expanded area will then turn green to indicate that the category is expanded.

You can click on the text of each individual Review Point to drill through into the detail.

Click on the round help icons for a explanation of what Checkmybooks is looking for in each Review Point category. [ Review Points explained ]


Status labels

Review Points are all created with the status of Outstanding. This will then change, depending on the Adjustments you make and how interested you are in the Review Point.

Outstanding: The status has not been changed. An adjustment may have been entered or a query raised with the client but not recognised via the review point.

Accepted: The review point is accepted as is - possibly because it is low-value. An adjustment may or may not have been made in relation to it.

Queried: More information is needed about this review point. The client may need to be contacted or more work might be needed.

Resolved: This item has now been resolved as a result of an Adjustment or other change you have made.

To change a Review Point status, simply click on it and select the new status.


Investigating Review Points

All Outstanding, Queried and Accepted review points are links that can be drilled into.

 

Drilling into a link will take you to the underlying account(s), transaction(s), contact etc. as relevant to the review point. You may then have the option to dig deeper and drill down further into a source journal or invoice detail.

 

You may notice a filter option to show all account transactions. Select this to display other transactions. This can be useful if a review point highlighted a low value transactions compared with others in the account. Choose to show all transactions and you'll be able to see the value and details of the other transactions.

You can always sort on any of the columns by clicking the column header.

Finally, note that you can also change a Review Point status at the detail level.