Finance control centre

When to use: A Cost Accountant creates and submits; a different Finance Controller approves or rejects.
What it does: Creates one non-overlapping effective standard-cost authority with independently pinned evidence.

When to use: A Cost Accountant independent of Manufacturing source actors and policy approvers selects one BUILT output with exact stock-ledger consumption/receipt and an approved cost rollup.
What it does: Posts material issue, conversion absorption, completion and any favourable or unfavourable variance exactly once without changing physical stock.

When to use: A Cost Accountant independent of fulfilment actors and policy approvers selects one independently approved customer fulfilment whose item or single-item baseline resolves exactly.
What it does: Debits COGS and credits inventory exactly once using the effective approved finished-goods policy.

When to use: A Finance Accountant prepares each immutable definition; a different Finance Controller approves or rejects it.
What it does: Authorises one straight-line policy and one exact source-linked base-currency asset value without changing physical stock or identity.

When to use: A Finance Accountant submits one evidence-backed action; a different Finance Controller decides.
What it does: Capitalization moves exact value from inventory to fixed assets; impairment and disposal post balanced journals; transfer changes Finance responsibility only. Every approved action appends an immutable event.

When to use: A Finance Accountant generates and submits the exact due schedule; a different Finance Controller approves and posts it.
What it does: Revalidates every asset snapshot, posts straight-line depreciation and blocks period close while scheduled depreciation or an asset workflow is unresolved.

When to use: A Cost Accountant or Finance Accountant creates one complete immutable line set with CLEAN evidence.
What it does: Versions the operating and capital responsibility model without editing a prior approved budget.

When to use: The version creator submits; a different Finance Controller makes the decision.
What it does: Approving a revision supersedes the prior approved version while retaining every definition, actor, evidence link and fingerprint.

When to use: For any scoped Finance reader at a reporting date.
What it does: Shows operating and capital totals plus raw and favourable variance with exact journal and line drill-through.

When to use: When the supplier invoice covers only some received PO lines.
What it does: Removes the line from the draft payload without changing its receipt availability.

When to use: After entity, PO, exact active profile, eligible line rules, required place facts, rationales, positive values and evidence are complete.
What it does: The server creates immutable basis/component/recoverability applications, invoice lines and exact receipt allocations; callers do not supply tax and no stock moves.

When to use: By the invoice creator while the record is DRAFT and its retained tax fingerprints revalidate.
What it does: Moves the exact captured invoice to independent controller review; unresolved or mutated tax evidence fails closed.

When to use: By a different Finance Controller while PENDING_APPROVAL.
What it does: Approves an exact match, explicitly accepts a price variance, or rejects the invoice and releases its receipt quantities for future invoices.

When to use: By a Finance Accountant independent of creator, submitter and approver, while the invoice date is in an OPEN period and statutory-tax provenance still revalidates.
What it does: Posts one receipt-accrual journal and one supplier-invoice journal with the exact profile checksum/determination fingerprint; recoverable and nonrecoverable tax use separate controls, then the invoice becomes POSTED.

When to use: After a posted invoice, supplier reference, OPEN-period date, reason, values and evidence are complete.
What it does: Creates a DRAFT credit/debit note without changing the ledger; credits reserve their allowed invoice subtotal and tax.

When to use: Creator submits; a different Finance Controller decides.
What it does: Retains an attributable adjustment decision. Rejection releases a reserved credit amount.

When to use: By a Finance Accountant independent of creator, submitter and approver in an OPEN period.
What it does: Posts one balanced SUPPLIER CREDIT NOTE or SUPPLIER DEBIT NOTE journal and updates the invoice outstanding amount.

When to use: After selecting resolved, positive, unreserved posted invoices for one entity and currency.
What it does: Pins immutable source snapshots and reserves each invoice's full current outstanding amount without a bank or ledger entry.

When to use: Creator submits; a different Finance Controller decides.
What it does: Approves or releases the exact payable selection. Approval remains a treasury input and does not execute payment.

When to use: By Treasury against one approved proposal remainder and controlled bank account.
What it does: Creates immutable payment lines and returns the same batch for an exact idempotency-key replay.

When to use: Treasury submits; a different Finance Controller who did not prepare or approve the proposal releases or rejects.
What it does: Freezes an attributable payment instruction for bank processing without claiming that the bank accepted it.

When to use: By a Treasury Accountant different from the batch creator, submitter and releaser.
What it does: A FAILED result retains evidence and no journal. An ACCEPTED result allocates confirmed value, posts balanced AP-to-CASH settlement and supports partial settlement plus retry.

When to use: Accounts Receivable creates and submits exact sales-order demand quantities; a different Finance Controller approves or rejects.
What it does: Creates independently approved billable evidence with no inventory movement or journal.

When to use: Accounts Receivable creates and submits; a different Controller decides and explicitly accepts price variance; an independent Finance Accountant posts.
What it does: Posts AR against revenue and output tax only after approved fulfilment, while retaining exact quantity ceilings and source snapshots.

When to use: Accounts Receivable creates and submits a customer credit/debit note; a different Controller decides and an independent Finance Accountant posts.
What it does: Posts a balanced receivable correction and retains the original invoice.

When to use: Treasury records one accepted incoming bank fact in an OPEN period.
What it does: Posts the bank CASH debit against UNAPPLIED CUSTOMER RECEIPTS and makes the receipt available for independent allocation.

When to use: An Accounts Receivable Accountant different from the receipt recorder selects exact posted invoice balances.
What it does: Posts unapplied cash against AR, preserves partial/unapplied state and does not edit the original receipt.

When to use: A different Finance Controller supplies OPEN-period correction evidence. Applications reverse before their receipt.
What it does: Posts inverse journals and restores invoice or unapplied balances without deleting original cash facts.

When to use: After balances, every transaction line, source SHA-256 and controlled evidence are complete.
What it does: Creates an idempotent immutable statement only when opening plus credits less debits equals closing.

When to use: For every DRAFT statement line by reconciliation authority.
What it does: Matches a DEBIT to one exact accepted supplier payment, a CREDIT to one exact non-reversed customer receipt, or records an explicit exception; ambiguous candidates are never forced.

When to use: The reconciler submits every resolved line; a different Finance Controller decides.
What it does: Approves the complete match-and-exception set, or returns the statement for governed correction.

When to use: By Finance configuration authority within the complete legal-entity scope.
What it does: Extends the fiscal calendar without overlap or adds a non-control chart account.

When to use: A Finance Accountant creates and submits; a different Finance Controller approves or rejects.
What it does: Creates one immutable, non-overlapping account classification. A CASH control account cannot classify itself.

When to use: A Finance Accountant creates and submits; a different Finance Controller approves or rejects.
What it does: Makes the retained provider definition eligible to support dated rate records.

When to use: A Finance Accountant creates and submits from an approved source; a different Finance Controller approves or rejects.
What it does: Makes one exact entity/currency/date/kind quote authoritative for settlement, period-end revaluation or consolidation translation.

When to use: A Finance Accountant defines effectivity, member ownership and reciprocal accounts; a different Finance Controller approves or rejects.
What it does: Freezes the controlled reporting perimeter without changing legal-entity configuration or books.

When to use: A Finance Accountant defines the explicit closing/average translation basis; a different Finance Controller approves or rejects.
What it does: Makes the separately governed translation policy eligible for exact-date runs.

When to use: A Finance Accountant matches two exact posted reciprocal lines; a different Finance Controller approves or rejects.
What it does: Authorises one due-from/due-to elimination while retaining both original local journal facts.

When to use: A Finance Accountant freezes all closed snapshots, rates and approved matches; a different Finance Controller approves or rejects.
What it does: Publishes a balanced consolidated statement with exact entity, snapshot, rate, journal and elimination drill-through.

When to use: A Finance Accountant posts all non-zero balances at approved period-end CLOSING rates; a different named Finance Accountant reverses the exact lines into a later OPEN period.
What it does: Posts base-only monetary and unrealised exchange lines with a SHA-256 source fingerprint. Missing rates, stale runs and unreversed earlier runs block close.

When to use: For any Finance reader at a reporting date.
What it does: Shows operating, investing and financing movement with policy/account/journal/line drill-through; unresolved movement stays explicit.

When to use: For any Finance reader when prior closed snapshots exist.
What it does: Shows current, prior-period and exact prior-year values with amount and percentage variance in the entity base currency.

When to use: A Finance Accountant creates and submits; a different Controller decides; a third named Finance Accountant posts.
What it does: Posts a balanced immutable journal only into an OPEN period after final account revalidation.

When to use: From an independently approved recurring definition or posted general journal.
What it does: Creates a separately governed draft; it never edits or silently posts the source.

When to use: By a Finance Controller after operational queues, budget revisions, asset workflows and depreciation, general journals, bank reconciliation, cash-flow classification and required current foreign monetary revaluation are resolved.
What it does: When a budget plan covers the period, close requires its current approved version and freezes budget/actual/variance lines, exact journal sources and budget fingerprint beside statement and cash-flow evidence; later posting into the period is rejected.