Journal Entry Review

Pre-posting review of proposed JEs. Mechanical validation + risk-pattern detection. Best in Cowork when supporting files accompany the JE listing; Excel add-in when the JEs are in a workbook.

Required inputs

• JE listing — CSV, XLSX, or the JEs_Proposed tab from another skill's output. Must conform to workpaper-standards/references/je-template.md:
  • JE_ID, Date, Account, Debit, Credit, Memo, Support Reference, Preparer, Reviewer
• Optional but recommended: support folder — files referenced in Support Reference so the skill can verify they exist.
• firm-config — uses materiality.je_* and approval-matrix.md.

Workflow