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Deposit Matching in Workpaper Studio

Prepare and import Deposit Matching work in Workpaper Studio with readiness checks, ERP account selection, and direct navigation into Deposit Reconciliations.

What this workflow does

Deposit Matching in Workpaper Studio helps teams prepare deposit-matching work before moving into Deposit Reconciliations.

Suggested workflow

  1. Start the Deposit Matching workflow in Workpaper Studio.
  2. Review the readiness checks.
  3. Confirm the ERP account selection.
  4. Continue into Deposit Reconciliations when the workflow is ready.

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