Bookkeeping audit
A checklist of integrity probes over your books: uncategorized lines, clearing balances, unbalanced periods, stale receivables.
In Solo Superstars
Under Accounting › Audit. Run it any time; the monthly and year-end closes run the same probes and refuse to close while a blocking one fails.
Example
3 findings: 2 uncategorized lines in August, Stripe Clearing 1,282 not cleared for 9 days, 1 invoice over 120 days.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- books health check
- integrity audit
Related
- Close exception — Something that blocks a monthly close: an uncategorized transaction, an unreconciled statement, an unbalanced clearing account.
- Close readiness probe — One of the automated integrity checks a close runs: trial balance foots, no uncategorized lines, clearing accounts at zero, no gaps in statements.
- Monthly close — Declaring a month finished: everything categorized, statements reconciled, then locked so nothing older can change.