What each status means

The life of an entry from draft to approved.

Each thing your client adds (for example "Everyday account") is an entry. Its status tells you where it's up to:

Status	Meaning
Client drafting	Your client is still filling it in
Received	Sent to you, waiting for review
In review	You've started reviewing it; your client can no longer change it
Accepted	Approved; it counts on the balance sheet and goes in the bundle
Asked again	You've asked for a new copy; your client sees your reason
Client doesn't have it	Your client says they don't have it, with their explanation
Not needed	You've marked it as not needed

Every time an entry is sent again, earlier versions are kept for you to compare.

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