Verified BursaPay finance workflow: Explains the Financial Secretary account provisioning and notification workflow implemented by the finance task layer.
1. Overview & Purpose
The finance task layer sends a welcome email to newly created Financial Secretaries and later notifies them about relevant finance actions.
2. Requirements & Setup
A Financial Secretary account must be provisioned before it can receive finance notifications.
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
Credential handling must remain server-side; the generated password is only passed to the welcome task at creation time.
5. Verification & Next Steps
Confirm the account can log in and is recognized by the finance access gate.