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- BNPL (Buy Now Pay Later)
- Process
- Prepare a banking instruction
Prepare a banking instruction
A finance officer starts with a draft banking instruction for one organization and party. The purpose and requested date tell the credit reviewer why the team needs the movement; debit and credit lines show which provider-held accounts are involved. The first handoff is a complete revision with supporting files.
Step by step
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Prepare instruction Finance Officer
Finance Officer records organization, party, purpose, amount, requested date and assignee on a draft instruction.
- Finance Officer records organization, party, purpose, amount, requested date and assignee on a draft instruction.
- Updates Applications
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Scope accounts Finance Officer
Finance Officer links debit and credit financial accounts and checks their amounts.
- Finance Officer links debit and credit financial accounts and checks their amounts.
- Updates Instruction accounts, Financial accounts
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Request review Finance Officer
Finance Officer collects attachments and presents the current revision for review.
- Finance Officer collects attachments and presents the current revision for review.
- Updates Applications, Record attachments
Who does what
Roles and permissions- Finance Officer
- , Auditor.
- App Administrator
- Maintains organization membership and access without taking a financial decision.
Set up BNPL (Buy Now Pay Later) your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.