When previous and current finance data is uploaded, the workflow will compare finance data for any changes over the last week. Quickly identify which data is stale, closed or lost and send a report.
Upload previous and current week finance data
Workflow finds changes to cost centers
Report with changed, new and stale data sent via email
Tagged:
finance ops
document assembly
data processing
Created by: Catalytic
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Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.
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