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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.

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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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There are no rows in this table

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That was it, Yara!

Until we connect again! 👋

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