GL Scrutiny rules — how they are set and maintained

GL Scrutiny rules are what ensure consistent, best-practice quality across every Connect-managed job. They are not arbitrary — they are grounded in accounting industry best practice and agreed upfront between your firm, Connect, and Zato.

How rules are established

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. These defaults are built from deep experience across accounting firms and reflect industry best practice — not generic settings.

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. This ensures consistent quality across every job — regardless of which team member is working on it.

Changing rules on Connect jobs

Rules on Connect-managed jobs follow a formal change process. This is intentional — it protects quality and ensures changes are deliberate, not ad hoc.

• 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

If your firm uses Zato directly for jobs outside of Connect, you can adjust your own rules, thresholds, and settings at any time through Firm Setup → Rules Builder. No formal process is required for jobs your team runs independently.