Spreadsheet Review used to apply the same level of scrutiny to every spreadsheet that came through it. A routine internal tracker got the same treatment as a spreadsheet going out to a client. Now you control that. The new Enable Human Review toggle lets you decide, for each review, whether a person checks the spreadsheet before it's finalized.

How it works

Open Spreadsheet Review as you normally would. Flip Enable Human Review on or off based on how much oversight that spreadsheet needs.

When it's on, a reviewer checks the spreadsheet before it's marked finalized. When it's off, the review completes on its own, with no extra step.

Where this is useful

Freight and logistics operations Your team handles a mix of internal trackers, load manifests, and rate sheets, and not all of them carry the same risk. A routine internal capacity tracker can go through untouched, while a rate confirmation feeding a customer invoice can get a human check first. You decide which spreadsheets earn the extra step.

Customs brokers Client data sensitivity means some spreadsheets can't afford a mistake. Turn Enable Human Review on for anything tied to declared values or HS code tables headed to a client or a filing, and leave it off for internal working sheets where a data entry error carries no compliance risk.

Lending and mortgage Loan applications and income verification sheets need an audit trail and a human check before they move forward. Closing cost breakdowns you use for internal tracking don't need the same scrutiny. This toggle lets your team apply oversight where it actually reduces risk, instead of everywhere by default.

Manufacturing and procurement Supplier price lists and purchase orders vary in how much they matter downstream. A GRN reconciling a routine shipment can clear on its own, while a purchase order tied to a new supplier or a large order value can get a reviewer's eyes before it's finalized.