Integrated Tasks

Overview

CASH Workflow supports tasks that can be completed using other Wolters Kluwer products such as CASH Suite. These tasks are called 'Integrated' because they contain dynamically generated links that allow users to automatically load appropriate files in specific CASH Suite modules such as CASH CRE, and CASH Insight. Users can complete these tasks directly from the CASH Suite without going back to the CASH Workflow. After an integrated task is marked complete in CASH Suite, the process continues, the same as with tasks completed in Cash Workflow. As of this release, CASH Workflow includes the following integrated tasks.

  • Spread Financial Statement

  • Spread Tax Return

  • Spread CRE Operating Statement

  • Enter Rent Roll