Verified BursaPay finance workflow: Explains date validation, year-to-date defaults and monthly cash-flow breakdowns.
1. Overview & Purpose
The cash-flow view defaults to current-year-to-date, accepts ISO start_date/end_date parameters and builds one monthly net row per calendar month.
2. Requirements & Setup
Dates should use YYYY-MM-DD and end_date must be after start_date.
3. Step-by-Step Workflow
- Open the relevant BursaPay finance dashboard workflow.
- Review the required state, filters, dates or records.
- Complete the permitted finance action or inspection.
- Verify the resulting state and audit trail.
4. Rules & Troubleshooting
Invalid date formats or reversed ranges fall back to the default year-to-date range and show an error message.
5. Verification & Next Steps
Use the monthly breakdown to identify timing patterns before reconciling individual transactions.