Use Materiality Without Getting Sloppy

The filter Materiality asks whether an error could change a decision. Size matters, but so do category, compliance, timing, and repetition. Fix-now signals Fix before reporting when the error affects revenue, taxes, payroll, bank balances, debt, owner draws, or a metric someone is using now. Batch-later signals Batch later when the dollar amount is small, the classification does not affect current decisions, and the issue is not recurring.

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