We are excited to announce Workflow is now available in the Assets menu of Pereview. This milestone functionality allows you to automate repetitive, manual tasks, encourage accountability, and support compliance all within the platform.
What is Workflow like in Pereview?
In this release, Pereview’s workflow functionality will be accessible from the Asset menu. It empowers you to create a sequence of steps, assign roles and tasks step-by-step. We can help you customize your workflows to start based on a custom trigger, action, or date.
Watch the Workflow walkthrough video below or click here.
Here Are A Few Workflow Use Cases...
Create a workflow for lease approval requests
Use workflows to automatically request monthly reviews of financial reports
Track asset-level decisions across teams such as accounting, analysts, asset managers, and managing directors
We're sure you'll think of others, and we're here to help out! Once we identify common workflow scenarios, we will make them available in all client environments by default.
Save Time By Using Workflows
Reach out to your Pereview team member to get started!
The following updates were made to improve the administration. In GL accounting, we added book type and made additional fields required to control data deletion issues. We also improved the placement of PMC to the asset mapping wizard. Finally, the COA maintenance – update field for sign flip and allocation percentage.
We're Here To Help!
All the ways you can access support
We are 100% committed to your success and to driving more value for you in Pereview. Support is crucial, that's why we've made it even easier to get in touch.
