Verified workflow guide: Explains how finance reconciliation discrepancies are surfaced to admins and financial secretaries.
1. Overview & Purpose
The finance task layer includes a reconciliation alert path that notifies the admin address and active financial secretaries when a non-zero discrepancy is detected.
2. What You Need
Use the system's reconciliation result rather than manually estimating the discrepancy.
3. Step-by-Step Workflow
- Run or review the relevant reconciliation process.
- Check expected versus actual values.
- Inspect the reported discrepancy.
- Investigate and record the corrective action.
4. Rules, Boundaries & Troubleshooting
A discrepancy alert is a signal for investigation, not proof of fraud or data loss. Review the underlying source records before making corrections.
5. Verification & Next Steps
Document the cause, correction and validation result so the reconciliation history remains explainable.