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Step 2: Add commentary

Review balances and add commentary to explain fluctuations

Written by Andrea Sellers

Once you’re happy with the set up, you can head to the P&L Variance and start reviewing any fluctuations and adding commentary to explain them.

Simply click into the commentary box for the balance you want to review, add your notes and click save. This will then be logged and saved against that balance, including the author and time stamp.

Edits can be made to the commentary by re-clicking into the box and saving any edits. The audit log will update to show who made the last edit.

Once you’re happy the commentary is complete, you’re ready to mark it as reviewed and approved.

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