Keep funding request records aligned for business owners

Business owners processing funding requests face mismatched spreadsheet records and slower approvals. Master sheet copies key fields so finance has consistent request records and faster handoffs.

Overview

Mismatched funding records increase audit risk and slow approvals. This workflow ensures every submission update maps into a single master submissions sheet, eliminating missing records and giving finance reliable visibility for smoother approval handoffs.

Notable Features

Copy updated rows to master
Map and format funding fields
Notify finance of mismatches