Update syndicator balances and fees in central report
Update syndicator balances and fees in central report
You lack current syndicator balances and fees in the report, causing manual checks and forecast delays. The workflow updates the central sheet so finance has reconciled balances before close of day.
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Overview
Finance teams waste time reconciling stale syndicator balances every afternoon. This workflow refreshes the central report with live balances and fees every weekday shortly after the 4:30 PM run, so forecasting and cash planning complete on time.