Help for a Auditor
Your app is not the one everybody else uses: you get a Review queue instead of a Home screen, and no button anywhere creates or edits a record.
You are appointed by the pocket above the one you audit, you may hold only one such appointment at a time, and you cannot hold any other seat in the pocket you audit.
- Guides for you
- 5
- Your app
- Auditor
Start here
- Sign in for the first timeHow to open JFS for the first time with the account your organisation issued you, and what to do if it says your account is on another device.
- What the status words meanDraft, Pending finance, Pending internal, Pending external, Approved, Rejected: what each label on a JFS record means and who has to act next.
Getting in and getting around
Your invitation, signing in, Face ID, a new phone, and what the five tabs are for.
Understanding JFS
Pockets, roles, how money moves, and what the words on the status labels mean.
- Pockets, and how they sit under each otherEvery record in JFS belongs to exactly one pocket. This is what a pocket is, how the nine levels sit under each other, and what a pocket above yours can see.
- Who can do whatThe six seats in JFS and what each one may do: who records money, who reviews it, who has the final word, and why some buttons are missing from your screen.
- How money moves through JFSFrom a receipt at the door to a locked period report: the whole path money takes through JFS, and the point at which each figure stops being able to change.
- What the status words meanDraft, Pending finance, Pending internal, Pending external, Approved, Rejected: what each label on a JFS record means and who has to act next.