Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Email ready view exports to the teammate handling each handoff.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.
Route finance intake write-offs to the responsible receivables approver.
Your accounts receivable write-off requests reach the approver you choose, with supporting files attached and a handoff update for the requester.