Draft link
A link Alison gives you to a pre-filled form (a bill, expense, journal entry) instead of posting it herself, when the action needs your hands on it.
In Solo Superstars
Used in chat for anything the approval system does not cover directly. You open the form, everything is filled in, you review and save.
Example
"I can’t post that adjusting entry myself — here’s the draft with the lines filled in." Open, check, Post.
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
- prefilled draft
Related
- Approval — A change Alison has prepared but will not apply until you say yes. Approving posts it; rejecting discards it and she remembers why.
- Agent task — A unit of work a teammate (Alison, Emma, Mark, Grace) has taken on: proposed, auto-approved, pending your review, done, or rejected.
- Suggestion vs auto — The two ways Alison acts: apply a routine change herself (auto) or show it and wait (suggestion). Confidence and the kind of action decide which.