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Status Potential for future consideration
Created by Guest
Created on Aug 21, 2024

Adding workflows to custom categories.

We have a Bank Reconciliation custom category. After the bank rec is processed by an accounting assistant, it is then reviewed by the account manager who then adds notes if needed. It is then reviewed by the controller for final review. We would like to add a workflow to this process and keep it all in AgilLink. Thanks,

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