Approving changes Lou proposes
Nothing Lou suggests is saved until you approve it. Here's how that works.
Lou proposes, you decide
Sometimes the answer to a question is a change to your data. Lou doesn't make the change. He proposes it, showing exactly what would change, row by row.
You can approve it or reject it. If you do neither, the proposal expires after five minutes, and nothing changes.
Checked again when you approve
When you approve, Ask Lou checks again that you're signed in and have permission to make that change, and that every record involved belongs to your company. Only then is the change saved.
Every proposal, approval, rejection and failure is recorded.
The one exception: notes
If you ask Lou to write a note on an account or a period, he confirms the wording with you, then saves it directly. See Account notes Lou understands.
- 1Lou proposes
He shows exactly what would change, row by row. Nothing is saved yet.
One exception: notes
A note you ask Lou to write on an account or period is saved directly, after he confirms the wording with you.
- 2You review
Approve it or reject it. A proposal expires after five minutes.
- 3Checked again
Your identity and permissions are re-checked, and each record is confirmed to be your company's.
- 4Saved and recorded
The change is written, and the proposal and your approval are recorded.