Completing an Integrated Task

Integrated tasks can be completed in CASH Workflow on the Tasks Details page, or in CASH Insight or CASH CRE by selecting Complete My Tasks on the Workflow menu. To mark a task complete, all items for an integrated task must be checked. All other requirements (data, documents or decisions) must be completed.

Cash Workflow includes the following integrated tasks:
  • Spread Financial Statement

  • Spread Tax Return

  • Spread CRE Operating Statement

  • Enter Rent Roll