TrailheadGuide Accounts & PaymentsAccount clarity
GP-01Guide accountAssistant eval mapped · Partial coverage

Review the Guide Account

Understand earnings, expenses, reimbursements, payments, and readiness from their movements rather than from one headline balance.

Track

Account clarity

Phase

Guide account

Starts with

A guide or Operations needs to explain the season account.

Ends with

Every displayed amount has an understandable movement trail

Use a sample guide account to follow the financial event without exposing private or internal identifiers.

Before you start

Account
A sample guide account in the current season
Evidence
A safe sample movement, receipt, expense, reimbursement, or settlement case

Run the scenario

  1. 1GuideProfile > Account

    Review the summary and open Account movements.

    Expected evidence

    Movement type, amount, currency, date, and note explain the displayed position.

  2. 2GuideGuide account

    Compare the summary with the individual account movements

    Expected evidence

    Every displayed amount has an understandable movement trail

  3. 3AccountsGuide account review

    Confirm the resulting status and movement history.

    Expected evidence

    No history was deleted and no unsupported duplicate or offset was added.

Scenario completed

Every displayed amount has an understandable movement trail

Account matter
Unrecorded or pending review→Every displayed amount has an understandable movement trail

If it does not match

  • The amount, currency, date, purpose, or source evidence is missing.
  • An open reimbursement, advance, or unfamiliar movement needs Operations review before closure.