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Selected: Review a recorded bank account · version 1 · published. Clear selection / new template

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Work template versions. Filters and summaries cover the accessible template register.
Other company workoffice_general_office1Published50
Annual company auditoffice_audit_year1Published80
Set up a company serviceoffice_service_setup1Published50
Company closure and offboardingoffice_company_closure1Published80
Review a recorded bank accountoffice_bank_review1Published40Selected
Open a bank accountoffice_bank_opening1Published70
6 matching records · 6 in the accessible template register
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Plan structure · Review a recorded bank account

Read the saved version without generating work. Dates are relative to a deadline; preview below resolves dates and assignments for a company.

Existing completion checks are retained and their expectations are included in the Epic checklist.

  • Epic · Review a recorded bank account

    Outcome

    The recorded account and supporting information have been reviewed.

    Acceptance checklist

    • Required child work completed
    • Supporting evidence reviewed
    • Outcome communicated to the customer where required
    • Outcome evidence reviewed: Retain evidence of the agreed outcome and record an authorised review.
    Work type
    Accounting
    Priority
    Normal
    Direct estimate
    Not estimated
    Planned due date
    On the deadline
    Team
    No team
    Assignment
    Inherit owner
    Review
    No required review
    • Task · Review the account
      Work type
      Accounting
      Priority
      Normal
      Direct estimate
      Not estimated
      Planned due date
      On the deadline
      Team
      No team
      Assignment
      Inherit owner
      Review
      No required review
      • Subtask · Confirm account ownership, currency and identifiers
        Work type
        Accounting
        Priority
        Normal
        Direct estimate
        Not estimated
        Planned due date
        On the deadline
        Team
        No team
        Assignment
        Inherit owner
        Review
        No required review
      • Subtask · Check statement coverage and request missing periods
        Work type
        Client request
        Priority
        Normal
        Direct estimate
        Not estimated
        Planned due date
        On the deadline
        Team
        No team
        Assignment
        Inherit owner
        Review
        No required review
Customer questions · 0

No customer questions configured.

Preview Review a recorded bank account · version 1

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Author a replacement for Review a recorded bank account

Define the outcome and acceptance checklist on the Epic. Use child steps for execution and evidence collection.

Existing completion checks are retained for this revision. Their expectations have been included in the Epic checklist; editing checklist wording does not remove those checks.

A published version is retained. Saving changes creates a new draft version; existing Epics keep their original plan.

Work plan steps and customer questions
epic · Review a recorded bank account
Depends on accepted work

The template keeps one Epic. Organize its child tasks below.

task · Review the account
Depends on accepted work

Move or remove child steps before changing this step’s level or removing it.

subtask · Confirm account ownership, currency and identifiers
Epic checks required before this step completes
Depends on accepted work
subtask · Check statement coverage and request missing periods
Epic checks required before this step completes
Depends on accepted work

Epic acceptance checks

Use these for outcomes that need an explicit evidence-backed decision. General checklist instructions stay on the Epic above.

Outcome evidence reviewed

Questions for the customer

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Office work triggers and company templates

New services open service setup work. A recorded bank account opens verification work. Closed or struck-off company status opens or links closure follow-up. Manual bank opening, audit-year and other work start from the company file. These events use the published starter unless a company override is configured here. Nothing automatically accepts the resulting work.

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