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Financial Module User Guide and Video
Financial Module User Guide
The purpose of the Financial Module User Guide is to quickly familiarize users with the basic financial concepts and set up on the Financials tab. By following this step-by-step guide, users can create, modify and manage Workstream financials.
Typically, the use case is that synergies are tracked from the Integration module, however, tracking financials on the Target side is also available.
Financials Video