Running automation and viewing results

How to run the automation engine and what to review in GL Scrutiny, Workpapers, and Manual Journals.

Once Job Setup, Chart of Accounts (CoA) mapping, and data source uploads are complete, the Run Automation button becomes active.

Run Automation

Click the Run Automation icon. Zato applies your firm's specific rules, thresholds, and logic to the uploaded financial data and processes the entire engagement automatically.

View Results

After automation completes, click View Results to validate the output. Key areas to review:

  • General Ledger (GL) Scrutiny: Ensure all transactions have been correctly flagged and classified according to your firm's rules.
  • Workpapers: Examine the auto-generated workpapers for accuracy, completeness, and any unreconciled variances.
  • Manual Journals: Review or create any manual adjustments required to correct or fine-tune the ledger.

Within GL Scrutiny, flagged transactions are visually highlighted in red. All anomalies are categorised by severity level as defined in your Rules Builder: Critical, High Priority, or Warning. Each flagged item displays a clear, actionable message so you know exactly what needs attention before moving forward.

How to access Run Automation

  1. Go to Jobs.
  2. Complete Job Setup on the relevant job.
  3. Click the Run Automation icon.