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Finance Audit Excel Export

Published 2026-08-24 5 min read
Who is this article for?
This guide is for Financial Secretaries, Superadmins seeking operational guidance on BursaPay workflows.

UI Navigation Path (Step-by-Step)

  1. Open the relevant BursaPay finance dashboard workflow.
  2. Review the required state, filters, dates or records.
  3. Complete the permitted finance action or inspection.
  4. Verify the resulting state and audit trail.
Verified BursaPay finance workflow: Explains the queued Excel export of filtered finance audit logs.

1. Overview & Purpose

The audit export task applies the same filters and generates an Excel workbook that is emailed to the requesting authorized user.

2. Requirements & Setup

The requesting user must be permitted to export the audit surface.

3. Step-by-Step Workflow

  1. Open the relevant BursaPay finance dashboard workflow.
  2. Review the required state, filters, dates or records.
  3. Complete the permitted finance action or inspection.
  4. Verify the resulting state and audit trail.

4. Rules & Troubleshooting

Exports should be handled as sensitive financial records and stored securely.

5. Verification & Next Steps

Use the emailed workbook for offline audit review and retain it according to internal policy.

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