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Workpaper Agent / Templates

Workpaper agent + Deposit reconciliation workflow

Use the Deposit Reconciliation template in Workpaper Agent to import raw-file data and continue into the Deposit Reconciliations flow.

What this workflow does

The Deposit Reconciliation template prepares raw-file inputs in Workpaper Agent and helps move them into the Deposit Reconciliations product workflow.

Suggested workflow

  1. Choose the Deposit Reconciliation template.
  2. Upload the raw inputs.
  3. Review the prepared output.
  4. Continue into the Deposit Reconciliations flow when ready.

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