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Accounting cases
Engagements, periods, working papers and reviews.
- Accounting periods and working papersHow LexSalim groups records by period, flags gaps and duplicates, and keeps draft schedules and exception lists as working papers for review.Updated 13 October 2026
- Opening an accounting caseAn accounting case is one engagement or one period: set the scope and deadlines, add the documents, and let the Case Agent organise them into reviewable working papers.Updated 13 October 2026