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Do worksheets need to be reconciled to move to Awaiting Review?
Do worksheets need to be reconciled to move to Awaiting Review?
Hannah Olsson avatar
Written by Hannah Olsson
Updated this week

Yes, default worksheets (automatically linked to accounts on the trial balance) must be reconciled before they can move to Awaiting Review. This means all entries within the worksheet must sum to the current amount for the linked account. Additionally, the worksheet must meet the usual completion criteria, including having no active internal comments or client queries.

If reconciliation isn’t necessary for a particular worksheet, you can switch it to a generic worksheet, which doesn’t require reconciliation to move forward.

💡 Tip: Switching to a generic worksheet is a great option for accounts that don’t need reconciliation but still require documentation or review.

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