Consolidate expense details into single report

Append cost center data, including budget owner and approval hierarchy to a list of expenses. Utilize this to trigger end of month approval routing and spend analysis.

Workflow steps in Catalytic

Upload two datasets via CSV

1

Automatically combine the two files

2

Create new spreadsheet with appended data

3

Send new dataset via email

4

Tagged:

finance ops

document assembly

data processing

Created by: Catalytic

Already a Catalytic user?

Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.