Finance: Create bookkeeping board cards from tagged tasks

Accounting coordinators tag tasks for bookkeeping and board transfer, creating audit gaps. This creates one visible bookkeeping-board task so finance starts work quickly.

Overview

Missed bookkeeping tags create audit gaps and compliance risk for finance. This workflow turns tagged tasks into a single, trackable bookkeeping-board card so every request is assigned and auditable. Expect faster handoffs, zero missed follow-ups, and clearer audit trails.

Notable Features

Create bookkeeping board card
Prevent duplicate bookkeeping cards
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