Generate year-end statements for finance owners and administrators

Finance owners lose consistent year-end statements when forms go unprocessed, creating reporting gaps and audit risk. Generate populated year-end statements and move them to a central folder so admins have consistent records.

Overview

Manual year-end statements introduce reporting gaps and audit risk for municipal administrators. This workflow turns each submitted form into a populated, formatted statement stored centrally, giving finance owners consistent records and reducing manual handoffs—expect faster reporting cycles and far fewer missed filings.

Notable Features

Create formatted year-end statements
Move statements to central folder
Format monetary fields and totals