Create draft progress and reimbursement records for applicants
Create draft progress and reimbursement records for applicants
Your applications moved to the reporting folder require many manual draft reports, creating reviewer backlog. It creates ready monthly drafts so coordinators and finance can act the same day.
Overview
When applications are moved into the reporting folder your staff currently spend time creating monthly drafts manually, which builds backlog. This flow auto-generates ready-to-review progress and reimbursement drafts so program coordinators and finance can review and act the same day, keeping monthly close on track.