Manager hub
Goal
Oversee results, clear approvals, reconcile banks, and close periods cleanly.
Who it is for
Operations and finance managers. Default Manager role can view many modules and approve leave/remote/attendance; posting sales, managing bank, and accounting.close_period usually need Admin (or a custom role with those keys).
Preconditions
- Relevant modules enabled; you can open My Work / Approvals.
- For close: drafts you intend to post are finished; bank recon in progress or done.
Start here
- Dashboard
- My Work — federated action center
- Approvals
- Reports
- Bank reconciliation (
bank.view/bank.manage) - Period close (
accounting.close_period)
Result
Approvals clear; bank statement lines match book vouchers; periods close only after preflight passes.
Hard stops
Cannot close without accounting.close_period; preflight fails on open drafts / AR-AP / suspense; bank match errors (bank_line_amount_mismatch, reconciliation_out_of_balance).