Help centre · Accounts
How does “Issue: a version, verified and frozen” work on the Management Reports page?
Open this screen in Saral/accounts/management-reports
Issuing rebuilds from today's books, verifies each entity's balance sheet and P&L live against the ledger, and stores the result as version N of that period and audience. Readers with the board key see it immediately; the template's recipients are emailed the PDF; any warnings the sections raised are printed on it and the team is told. An issued pack can be compared with today's books (the same period rebuilt live) or with another version, line by line — nothing in a comparison changes the issued figures. It can be shared by link, sent for director sign-off as a Saral Sign envelope, or withdrawn, which hides it from readers and keeps the snapshot. Where: Management Reports (/accounts/management-reports).
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