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Stars in a workflow show which templates need control or further detail. This article explains what a star does, how it affects linking, exporting and workflow progress, and how stars behave from one period to the next.

Table of contents 

What does a star mean in a workflow?

  • Stars highlight accounts or reconciliations that need additional control or explanation.
  • If a template is not needed for a specific client file, you can unstar it.
  • When a template has a star, a reconciliation status icon also appears. There are two main types:
    • Green dot: the reconciliation is complete.
    • Red triangle: the reconciliation is incomplete. The details do not align with the general ledger and need corrective action.

How do stars affect linking and exporting?

  • A star lets you export a template, or link the account or reconciliation to other accounts or reconciliations.
  • If a template does not have a star, it does not appear in the export screen or in the dropdown menu for linking to other accounts or reconciliations.

How do stars affect the workflow progress bar?

Starred reconciliations and accounts directly influence the workflow progress bar, which shows your overall task completion.

What happens to stars in the next period?

  • If a previous period exists, starred templates from that period carry over to the following periods.
  • If you remove a star, the template does not appear in the following periods.
  • If no previous period exists (for example, in a new client file), reconciliations that are automatically added to the workflow at firm level are starred automatically.
  • Locked periods are not affected by changes to starring.

Using stars consistently keeps your workflow progress accurate, makes reconciliations easier to follow up, and keeps linking and exporting predictable.