Approval workflows
Approval workflows give firms and clients a controlled checkpoint between preview generation and sandbox posting. Policies can require approval for all previews, posting only, refunds only, or high-value activity.
Who can approve
- - Firm owners and firm admins
- - Reviewers assigned to the client workspace
- - Client admins when the approval policy requires client sign-off
Approval actions
- - Approve to unlock the next sandbox posting step
- - Reject to stop the workflow and require changes
- - Request changes to keep the preview read-only while the team fixes mappings or exceptions
Policy options
- - all_previews
- - posting_only
- - refunds_only
- - high_value_only
- - none
Related articles
Keep moving through setup with the next most relevant guides.
Understand sync preview
Compare daily summary and per-transaction preview modes, review blocking issues, and understand what will post later.
Schedules and webhooks
Understand how auto-sync, webhooks, retries, approvals, and background jobs work together.
Billing and plans
Understand LedgerSync plans, test-mode billing, usage limits, and what happens when you approach a plan threshold.
LedgerSync FAQ
Quick answers about setup order, sync preview, sandbox posting, billing mode, reviewer access, and operational safety.
Need help? Contact support
Support is the best next step when OAuth, imports, mappings, or reviewer access are blocked.