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Create Q3 reports when budgets move to reporting folder

Create Q3 reports when budgets move to reporting folder

Budget updates don't flow into consolidated Q3 financial and deliverable records, creating manual reconciliation. This delivers unified Q3 reports to coordinators and finance before review.

Create Q3 reports when budgets move to reporting folder

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Overview

Budget folder changes often leave program and finance teams reconciling spreadsheets and chasing missing lines; this workflow turns each qualifying budget update into consolidated Q3 report records. That delivers unified financial and deliverable reports to coordinators and finance within minutes, ahead of quarterly review.

Create Q3 reports when budgets move to reporting folder