RJ RelianceFinance ERP
Period calendar

Ledger Period

2026 P5

May 1, 2026 - May 31, 2026 control detail for journals, checklist evidence, waivers, and audit events.

Status
open
not closed
Journals
8
8 linked
Debits
$63,763.57
balanced
Credits
$63,763.57
period journal lines
Journal queue
0
8 blocked

Journal Entries

EntrySourceStatusApprovalDebitsCreditsBalanceActions
ARP-JE-ARP-DEMO-2026-001
AR payment receipt journal draft: ARP-DEMO-2026-001
2 lines
systempostedapproved$5,000.00$5,000.00Balanced
Approval blockedPost blocked
Journal is not in a draft or pending approval state.
Journal is not in a draft or pending approval state.
AR-JE-AR-DEMO-2026-001
Customer invoice journal draft: AR-DEMO-2026-001
2 lines
systempostedapproved$15,000.00$15,000.00Balanced
Approval blockedPost blocked
Journal is not in a draft or pending approval state.
Journal is not in a draft or pending approval state.
LLA-JE-20260526182641
Loaded labor allocation draft: LLA-20260526182641
15 lines
adppostedapproved$19,677.20$19,677.20Balanced
Approval blockedPost blocked
Journal is not in a draft or pending approval state.
Journal is not in a draft or pending approval state.
IMP-QBO-3560015F583749808A372871
Import draft: Merchant processing fee
2 lines
qbopostedapproved$94.15$94.15Balanced
Approval blockedPost blocked
Journal is not in a draft or pending approval state.
Journal is not in a draft or pending approval state.
IMP-QBO-1B67071160F74488A1325BC9
Import draft: Payroll taxes - May payroll
2 lines
qbopostedapproved$1,842.22$1,842.22Balanced
Approval blockedPost blocked
Journal is not in a draft or pending approval state.
Journal is not in a draft or pending approval state.
DEMO-JE-2026-05-003
Draft benefit true-up pending review
2 lines
manualpostedapproved$1,450.00$1,450.00Balanced
Approval blockedPost blocked
Journal is not in a draft or pending approval state.
Journal is not in a draft or pending approval state.
DEMO-JE-2026-05-002
Demo payroll allocation to delivery COGS
2 lines
systempostednot required$8,200.00$8,200.00Balanced
Approval blockedPost blocked
Journal is not in a draft or pending approval state.
Journal is not in a draft or pending approval state.
DEMO-JE-2026-05-001
Demo monthly managed services invoice accrual
2 lines
manualpostedapproved$12,500.00$12,500.00Balanced
Approval blockedPost blocked
Journal is not in a draft or pending approval state.
Journal is not in a draft or pending approval state.

Close Checklist

0/8 complete
ItemCategoryStatusUpdated
Bank and card reconciliation
critical with evidence
cashnot startedMay 24, 2026, 8:04 PM
Clearing and suspense checks
critical with evidence
controlsnot startedMay 24, 2026, 8:04 PM
Import and mapping exceptions
critical
importsnot startedMay 24, 2026, 8:04 PM
Payroll and benefits imports
critical with evidence
payrollnot startedMay 24, 2026, 8:04 PM
Labor allocation exceptions
critical
profitabilitynot startedMay 24, 2026, 8:04 PM
Manual journal entry review
standard with evidence
ledgernot startedMay 24, 2026, 8:04 PM
QBO parallel-books variance
standard with evidence
parallel booksnot startedMay 24, 2026, 8:04 PM
AR/AP aging review
standard
working capitalnot startedMay 24, 2026, 8:04 PM

Waivers

0 active

No waivers are recorded for this period.

Audit Events

6 recent
WhenActionEntityContext
May 26, 2026, 8:08 PMpost
journal_entry
ac2e394f-6dec-41d6-b90c-2dc160ba6fa0
{ "source": "journal_workbench", "periodId": "b6e60a4b-6c6e-48a2-ab68-d8cb76387539", "entryNumber": "ARP-JE-ARP-DEMO-2026-001", "sourceSystemRecordId": "e92cc2a5-8351-4a51-9a05-fffb118c74b3" }
May 26, 2026, 8:08 PMapprove
journal_entry
ac2e394f-6dec-41d6-b90c-2dc160ba6fa0
{ "reason": "Demo AR payment journal approval.", "source": "journal_workbench", "periodId": "b6e60a4b-6c6e-48a2-ab68-d8cb76387539", "entryNumber": "ARP-JE-ARP-DEMO-2026-001" }
May 26, 2026, 7:53 PMpost
journal_entry
a6ed2711-e825-4f79-a6c7-b1d19053a080
{ "source": "journal_workbench", "periodId": "b6e60a4b-6c6e-48a2-ab68-d8cb76387539", "entryNumber": "AR-JE-AR-DEMO-2026-001", "sourceSystemRecordId": "08693a5c-e740-4219-b9f6-6523baa905e7" }
May 26, 2026, 7:53 PMapprove
journal_entry
a6ed2711-e825-4f79-a6c7-b1d19053a080
{ "reason": "Demo AR invoice journal approval.", "source": "journal_workbench", "periodId": "b6e60a4b-6c6e-48a2-ab68-d8cb76387539", "entryNumber": "AR-JE-AR-DEMO-2026-001" }
May 26, 2026, 6:32 PMpost
journal_entry
a48181bc-e2ed-4cf3-b344-7f692242f88f
{ "source": "journal_workbench", "periodId": "b6e60a4b-6c6e-48a2-ab68-d8cb76387539", "entryNumber": "LLA-JE-20260526182641" }
May 26, 2026, 6:32 PMapprove
journal_entry
a48181bc-e2ed-4cf3-b344-7f692242f88f
{ "reason": "Finance-admin self approval for balanced draft journal.", "source": "journal_workbench", "periodId": "b6e60a4b-6c6e-48a2-ab68-d8cb76387539", "entryNumber": "LLA-JE-20260526182641" }