GL Scrutiny rules, how they are set and maintained

General Ledger (GL) Scrutiny rules ensure consistent, best-practice quality across every Connect-managed job. They are grounded in accounting industry best practice and agreed upfront between your firm, Connect, and Zato.

Step 1, Best-practice defaults shared upfront

Connect and Zato provide a set of GL Scrutiny rules, materiality thresholds, and standard policies as a starting point, built from deep experience across accounting firms.

Step 2, Your firm reviews and confirms

Your Champion reviews the defaults with your Partner Success Manager and confirms them, covering materiality thresholds, Zato's standard rules and policies, and flagging any firm-specific or client-specific adjustments needed.

Step 3, Rules locked in for Connect jobs

Once confirmed, the agreed rules apply to all Connect-managed jobs without exception.

Changing rules on Connect jobs

• Any proposed change is discussed with your Partner Success Manager
• The change is reviewed and reconfirmed by both sides before being applied
• Once reconfirmed, the updated rules apply to all subsequent Connect jobs

In-house jobs, always yours to control

For jobs your firm runs independently outside of Connect, you can adjust your own rules, thresholds, and settings at any time through Firm Setup and the Rules Builder.