Recommended cleanup sequence

Below the category list, the report page shows a Recommended Cleanup Sequence: the order to work the findings in so that each fix rests on the ones before it. It starts with the chart of accounts, then the For Review queue, then reconciliations, and ends with a P&L coding pass and a re-scan. Click a step that has findings to jump to that category.

Each step shows one of these:

• Ready to start: every earlier step is done and this one has open findings.
• Complete: every finding in the step is marked done on the checklist.
• All clear: the scan checked this area and found nothing.
• Not checked: only on the For Review step, when the For Review export was not uploaded. The scan had nothing to look at, so it cannot say the queue is clear. Upload the export and re-run the scan to check it. Later steps are not held up by it.

In the Diagnostic Report PDF, each step shows its finding count, All clear, or the same not-checked note for the For Review step.