The Review Queue
The Review Queue is the central approval gateway for all work prepared within Complyax. Every AI-drafted reply, completed VAT reconciliation, and management accounts commentary passes through this queue before it is considered finalised.
Only users with the Admin or Accountant role can access the Review Queue. Client Contacts are explicitly blocked.
Purpose
The Review Queue enforces the principle that no AI-prepared output leaves the firm without professional sign-off. It provides a single, unified view of all pending approvals across every module, sorted and filterable by work type, client, and risk level.
What Appears in the Queue
The Review Queue consolidates three types of work items:
| Work Type | Source Module | Risk Level |
|---|---|---|
| HMRC Reply | HMRC Enquiries module — AI-drafted responses to notices | High (Priority 3) |
| VAT Review | VAT Reconciliation module — periods marked ready for approval | High (Priority 3) |
| Mgmt Commentary | Management Accounts module — approved commentary drafts | Medium (Priority 2) |
Items are sorted by due date first, then by risk level (High before Medium). This ensures the most time-critical and high-exposure items surface at the top of the queue.
Queue Views
The queue has two views, toggled by the Pending / Approved switch:
Pending Shows all items that have been prepared but have not yet received final approval. This is the primary working view for daily review.
Approved Shows a historical record of all items that have been finalised and approved. This view serves as a permanent audit trail of completed deliverables.
Review Queue Table
Each row in the queue shows:
| Column | Description |
|---|---|
| Type | HMRC Reply, VAT Review, or Mgmt Commentary |
| Client | The client the work item relates to |
| Prepared By | The team member who prepared or triggered the item |
| Risk | High (red), Medium (yellow), or Low (green) |
| Status | Current workflow status of the item |
| Action | Open Review button — navigates directly to the relevant module for action |
Filtering the Queue
Use the following filters to focus the queue:
- Type Filter — Dropdown to show all types, only VAT Reviews, only HMRC Replies, or only Management Commentaries.
- Client Filter — Searchable client selector to narrow results to a specific client.
Both filters can be applied simultaneously. Columns are sortable by clicking the column header (ascending ↑ / descending ↓).
Taking Action
Click Open Review on any queue item to navigate directly to the appropriate module:
- HMRC Reply → Opens the HMRC Enquiries module with the relevant notice pre-selected.
- VAT Review → Opens the VAT MTD module.
- Mgmt Commentary → Opens the Management Accounts module with the relevant client and period pre-selected.
From the respective module, you may review, edit, and formally approve the item.
Risk Calculation Logic
Risk levels in the Review Queue are assigned as follows:
| Risk Level | Applied To |
|---|---|
| High | HMRC Replies and VAT Reviews — direct HMRC compliance exposure |
| Medium | Management Accounts Commentary — client reporting obligations |
| Low | Standard operational items |
This scoring is used purely to prioritise the visual order of the queue, not to make compliance judgements.
Compliance Notes
- The Review Queue is the firm’s formal evidence of having exercised professional oversight before any output was delivered or submitted.
- All approvals, including the identity of the approving user and the timestamp, are recorded in the Audit Log for compliance and regulatory reference.
- Items remain visible in the Approved tab indefinitely, providing a permanent historical record.