Posted: the seal, and unposting — Tips

• Keep a "Posted this month" saved view on financial tables — it is the closed set your reports and exports should point at. • Generate the PDF after posting and save it onto the record: the document then describes a record that can no longer drift from it. • Approval status chips colour themselves by meaning everywhere: Approved-type values go mint, Changes requested goes coral, Awaiting values go amber, and Posted wears the dark seal.