Finance workflows
Playbooks for the finance role, in roughly the order you'd hit them.
Your playbooks
- Process a Withdrawal End to End — Execute an approved withdrawal payout and reconcile the transaction on the finance side.
- Process a Deposit End to End — Settle an approved deposit and confirm it is recorded correctly.
- Transfers Between Accounts and Reconciliation — Move funds between a lead's accounts and reconcile transaction records.
You're also involved in
- Work a Fresh Lead Through to First Deposit — your part: seeing the settled deposit appear in the Finance view once the manager approves it.
- Raise a Deposit on a Lead's Behalf — your part: seeing the finalized deposit reflected in Finance once it is approved and settled.