Here are a few workflow use cases for Workflows:
- Automatically request monthly reviews of financial reports
- Transaction close process to ensure the information has been set up consistently in Pereview for new investments
- Credit facility reallocation process to review loan balances
- Create a workflow for lease approval requests
- Manage annual tax reporting processes, including appeals
Watch the below videos for more about Workflows in various Pereview menus.
Ownership Menu Workflows
Assets Menu Workflows
Transactions Menu Workflows
