Use Case Overview
When preparing a compliance report, you need several pieces of accounting data to ensure that all financial activities are reported accurately. Assume you are building compliance software for businesses. Compliance reporting requires accounting data such as Profit and Loss statements, Balance sheets, Cash flow statements, Accounts payable, Accounts receivable, payroll data, tax data, and more. In this guide, we’ll cover how to retrieve the data needed to help prepare a compliance report for a business with Alloy.General Ledger Report
To start, create a workflow using the On Installation Trigger.Note:The On Installation Trigger tells Alloy to only run this workflow when an end user connects to your app. If you need to run the workflow multiple times, use a Custom Event or a Scheduled Trigger to run at specific intervals.
