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Technical Financial Onboarding
Intro
Financial History
Sales Verticals
Current Transactions
Recurring Reports
All Tasks
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All Tasks
In this section you can review and mark the progress of all the tasks attached to this onboarding guide.
Task
Status
Task
Status
1
Download and review the
Financial History
report
2
Learn about our different
Sales Verticals
3
Read and review our
Current Transactions
4
Acquaint yourself with the Finance team’s
Recurring Reports
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That was it, Yara!
Until we connect again! 👋
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