Finance

How to Enable Finance Product Approval

Enable the Finance Product Approval workflow so that editor changes require manager sign-off before going live.

Editor Flow: Proposing Changes to Finance Products

A step-by-step guide for Finance Editors on how to propose, edit, submit, and resubmit changes to finance products for manager approval.

Manager Flow: Reviewing and Approving Finance Changes

A step-by-step guide for Finance Managers on how to review submitted drafts, approve changes, or request modifications from editors.

Setting Up Finance Managers and Editors

Learn how to assign Finance Manager and Finance Editor roles — and scope each person to the markets they manage — to control who can propose and approve finance product changes.