Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Prepare approved tracker extracts and note excluded records.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
Create the approved folder structure and link it to each handoff.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.