Summary: The Financial Delivery action item does a few things automatically by stepping it forward.
- Automatically creates a Draft for review
- Automatically Closes the Fiscal Period
- Automatically creates the Final Board Package for review
- Automatically Posts the Board version to the Associations>Documents that is visible from the portal for Board Members (Must select the final board package from Existing Attachments when stepping or a blank financial package will be output to the folder on the Documents screen!)
- Automatically Posts the Homeowner version to the Association>Documents that is visible from the Portal for Homeowners
- Closes automatically
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