General ledger

Template

Keeping track of the financial transactions of your company is one of the most important actions when looking to achieve greater results. With Pipefy’s General Ledger Template you can do that by keeping track of the workflow in a simple and intuitive way.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Name

  • 2. Email

  • 3. Subject

  • 4. Details

  • 5. Attachments

Journal processing

  • 1. Activity name

  • 2. Creation date

  • 3. Cost center

  • 4. Ammount

In progress

  • 1. Assignee

  • 2. JE document number

Approval

  • 1. Approver

  • 2. Verified and approved?

    • Yes
    • No
  • 3. If not, describe the adjustments and move card to the following phase.

Adjustments

  • 1. Assignee

  • 2. Attachments

  • 3. Final approval

    • Approved
    • Not approved

Closed

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