> ## Documentation Index > Fetch the complete documentation index at: https://docs.vinmake.com/llms.txt > Use this file to discover all available pages before exploring further. # Reference > Statuses, tabs, who may do what, deep links, daily habits, and the rest of the Books workspace. # Reference Everything you will want to look up twice. ## The review tabs, and what each really means | Tab | Meaning | Is anything in the ledger? | | -------------------- | --------------------------------------------------------------------------------------- | -------------------------------------- | | **Needs review** | waiting on a human at the intake gate. Includes *received* and *ready to review* | No | | **Flagged** | the Clerk had a specific doubt and named it. Still needs the intake gate | No | | **Awaiting posting** | intake approved; the Bookkeeper has drafted an entry and is waiting for a second person | **No.** This is the one people misread | | **Posted** | both gates cleared. An entry number exists | Yes | | **Rejected** | terminal. The reason is recorded | No | | **All** | everything, any status | - | ## Who may do what | Action | Who may | Who may not | | ----------------------------- | --------------------------------------------- | ---------------------------------------------------- | | Compose a document | anyone signed in | - | | Approve a Typewriter document | a designated approver for that document type | its author. Maker is not checker | | Submit to the Clerk | anyone, once approved | anyone, while it is pending or superseded | | Approve at the intake gate | any eligible approver | whoever submitted the document | | Approve the posting | someone who has not touched this document | anyone who submitted, drafted, edited or approved it | | Change a posted entry | **nobody.** Correct it with a reversing entry | everyone | ## Document statuses in the Typewriter | Status | What you can do next | | --------------------- | -------------------------------------------------------------------------------- | | **Awaiting approval** | Revise it, or wait for a designated approver. Submit is disabled. | | **Approved** | Submit to clerk is enabled. Revising creates v2 and supersedes this one. | | **superseded** | Nothing. A newer version is the head, and approving or submitting it is refused. | ## Handy deep links | URL | Goes to | | --------------------------------------------------- | ----------------------------------------------------------------------- | | `/typewriter` | your documents table | | `/typewriter/new` | the 146-type picker | | `/typewriter/new/` | straight into the builder for one type | | `/books` | the Books overview, every screen as a card | | `/books/review` | the review inbox | | `/books/review?intake=` | one queue row, selected | | `/books/ledger` | the Ledger, on its Transactions tab | | `/books/ledger?tab=transactions` | the same, explicitly | | `/books/ledger?entry=` | one journal entry, selected | | `/books/payments` | the payments approval queue | | `/books/reconciliation` | Evidence | | `/bookkeeping/matching` | Matching | | `/books/statements` | Reports, the financial statements | | `/books/epm` | Plan | | `/uploads` | Files | | `/actions` | Actions, the agent-run inbox | | `/dev-center` | Dev, connector health | | `/?assistantId=&agentOpen=true` | one agent's workspace, on its Chat tab | | `/?assistantId=clerk&agentOpen=true` | the Clerk's workspace - the rail's **Data** entry | | `/?assistantId=auditor&agentOpen=true` | the Auditor's chat workspace | | `/audit` | the assurance desk: the exception register - the rail's **Audit** entry | | `/audit/sweeps` | what is scheduled, what has run, and what each run did not cover | | `/?assistantId=clerk&agentOpen=true&view=upload` | the Clerk's Upload tab | | `/?assistantId=clerk&agentOpen=true&view=operation` | the Teable staging grid | ## Daily habits worth forming The tab counts are your workload for the day. The Clerk only flags what it could not settle itself, so a flag is a specific question rather than general uncertainty. If the buttons are there but you are named in the rule line under them, hand it to a colleague. The server will refuse you anyway. It is read-only, so there is no reason to ration it. **balanced ✓** is a one-second sanity check on the entire book. ## The rest of Books, in one pass Books has one shared destination catalog. Transactions is the Ledger's child view, while Audit is an explicit cross-link out of Books. | Entry | URL | What it is | | ------------------- | ----------------------- | ------------------------------------------------------------------- | | **Overview** | `/books` | every Books screen as a card, with a one-line description | | **Review** | `/books/review` | the review inbox and both gates | | **Settlements** | `/books/settlements` | the canonical read-only payment and receipt register | | **Connector tasks** | `/books/payments` | the inactive legacy QuickBooks task queue, not settlement authority | | **Ledger** | `/books/ledger` | Transactions, legacy Subledgers and Ledger Reconciliation | | **Evidence** | `/books/reconciliation` | cross-source graph evidence and transfer trails | | **Audit** | `/audit` | cross-link to exception and sweep evidence | | **Statements** | `/books/statements` | the financial statements | | **Planning** | `/books/epm` | budget versus actual | The current Books overview showing one complete demo family and six explicit read failures **Transactions is the default Ledger view, not a Books entry of its own.** If you are looking for what used to be *Txns*, it is [Ledger → Transactions](/greatbook/guides/read-the-ledger), and it is now populated. The redundant Journal list is retired; its compatibility address and exact entry links resolve into Transactions. **Evidence**, **Matching** and **Ledger Reconciliation** are three separate jobs. [Review](/greatbook/guides/review-inbox) and [Ledger](/greatbook/guides/read-the-ledger) are where the work happens and have their own guides. Here is what the others are for, so you know which are live today and which are honest placeholders. Income statement, balance sheet and cash flow, consolidated, in VND, **computed from the posted GL only**. The page to open after a close, and the fastest way to see whether an entry you just approved landed where you expected. Nothing that is only *awaiting posting* appears here. Covered in [Reading the General Ledger](/greatbook/guides/read-the-ledger). **Settlements** is the canonical, deliberately read-only register. **Connector tasks** is the legacy QuickBooks task queue and is not payment, settlement, approval or execution authority. The connector is not activated, and nothing on that page can move money. The current legacy connector-task page refusing a missing demo response and naming its limited authority **Evidence** keeps the existing graph-node deep links and inspects cross-source links. The separate **Matching** workbench owns bank-evidence and settlement queues, candidates, reversible decisions, assurance links and document-chain facets. A missing or stale evidence graph is inconclusive. An empty candidate list is not proof that a subject reconciles. Follow the [Matching workflow](/greatbook/guides/matching-workflow) for the current W1–W7 path. Budget-versus-actual and a forecast on the dimensioned GL. The page says plainly what it is: the budget it shows is an illustrative run-rate plan derived from actuals, **so variance is near zero by construction**. Treat it as a shape, not a plan, until a real planning source is connected. The registry declares 18 connector definitions in code. Credentials and trust are not activated, so this documentation makes no working connector or health-probe claim. The QuickBooks redirect routes do not establish a connection: the current migration creates no OAuth client and activates no trusted binding. ## Related * [Known rough edges](/greatbook/guides/troubleshooting) - the workarounds in full * [What is live](/greatbook/status) - the component-level status board * [Who does what](/greatbook/roles) - the roles behind the permissions table above * [The API reference](/greatbook/api/index) - the same actions as HTTP routes, if you are integrating rather than clicking