For IT: Keep client accounting folders ready from forms

IT struggles to provision client folders, stalling annual statement processing. This workflow creates or finds client year and accounting folders from the form so finance can start processing.

Overview

Unprovisioned client folders stall annual statement processing and create consolidation headaches. This workflow ensures every form submission lands in a provisioned client/year/annual accounting folder and notifies accounting and ops, so teams start statement work faster and avoid missed consolidation steps.

Notable Features

Create or locate client year folders
Notify accounting and ops instantly
Enforce consistent folder naming