Introduction to End of Month Work Flow

EOM Instructions

Each task is configured with a set of instructions on how to complete/achieve each task:

· Instructions permit Html formatting:

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Reports:

Relevant reports can be included in the task information, to verify the data as required:

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Automated Notifications:

Once a task has been completed the next accountable person required to complete the following step can be notified via an automated notification:

· This is an optional feature and can be configured if requested by the business

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Attachments:

Attachments can be assigned as necessary to individual tasks:

![img](assets/SNAGHTML4f8239a.PNG) 

Workflow Task Timeline:

Displays the timeline of each event, includes Date/Time and the Detail:

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Notes:

Individual notes can be added if required:

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