This workflow is intended to streamline the CFO’s office by automating the review, categorization, and organization of financial statements.
Workflow Setup
1. Name: Financial Statements Process
2. Description: “Automates CFO review and tracks billing cycle for financial statements.”
3. Set Trigger (When Section):
- Document Type: Select document type.
- Condition: Set to equals.
- Value: Choose Invoice.
4. Define Actions (Then Section):
- Invite CFO to Review: Add the CFO as a Limited Editor to keep them in the loop.
- Add a Custom Property: Include a Billing Cycle custom property as blank (options like annual, monthly, quarterly) for the document editor to fill in later.
- Move Document: Automatically move the document to the Financial Statements folder.
Summary
This workflow initiates CFO review, adds a billing cycle property, and organizes financial documents by moving them to the Financial Statements folder. It ensures efficient document management and compliance with billing tracking requirements.