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Reconciliation workflow

Snapshot and campaign workflow for CAM reconciliation

Track calculation jobs, draft/finalized snapshots, and reconciliation campaign stages in one workflow.

Problem

A reconciliation can pass through drafts, review queues, approvals, and tenant delivery. Without one system of record, teams lose context between versions. The specific risk is that teams cannot tell which draft, approval state, or tenant delivery version is the source of record.

Solution

CapVeri handles snapshot and campaign workflow inside the reconciliation workflow. Track calculation jobs, draft/finalized snapshots, and reconciliation campaign stages in one workflow.

How it fits the CAM close

Snapshot and campaign workflow fits into the CAM close when the team needs a defensible answer, not just a finished spreadsheet. The feature keeps the work tied to source files, lease rules, and review status so a property accountant can explain the result later.

What it helps review

  • Keeps draft, review, and finalized states separate.
  • Gives teams one place to see what changed.
  • Keeps campaign status visible across properties.

Queries this page answers

These are the buyer and answer-engine questions this feature page is built to answer directly.

  • Snapshot and campaign workflow for CAM reconciliation
  • how snapshot and campaign workflow works in CAM software
  • snapshot and campaign workflow for commercial landlords

Where to go next

Related CapVeri features