Review results · 4 short steps
Record your review
Keep your conclusion and the evidence behind it.
Start from the finding
Open a finding and choose “Review this finding”. Record what you checked, your conclusion and an evidence reference. Choose “I still need to check the evidence” when you don’t have enough evidence yet.
Save your review
Choose “Save review”, or save a new revision when updating an existing review. Saving keeps your notes and history. It doesn’t dismiss the finding or confirm that anything was corrected.
Make corrections in your own system
Berean never posts accounting entries. Corrections are for you or your bookkeeper to make in Buildium, AppFolio or QuickBooks Online, after checking the evidence.
One guided case: a missing receipt
Some eligible missing receipts offer a manual deposit draft. Review and approve the saved draft, enter it once in QuickBooks Online, then record that you did. Follow the workflow’s timing and coverage instructions to check a fresh export; don’t enter it again.
This lesson doesn’t change your books or save any work. Your usual sign-in, plan and permissions apply.