Articles tagged audit

An audit walk is a structured property inspection — every asset checked against a template, findings recorded, photos uploaded. Use them to catch issues before they become emergencies.

Roles drift. Once a quarter, walk through the role catalog with fresh eyes — what to look for, what to clean up, and the questions that surface real problems.

Closing locks an invoice as final; voiding cancels it as if it never happened. They're not the same and they sync differently to QuickBooks. Here's the lifecycle, when to use each, and the rare case for reactivation.

Punches get missed. Punches get mis-categorized. Edit them through the proper flow so the audit log stays clean and payroll stays defensible.