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Step-by-step financial process workflow with key components and supporting financial setup.

A five-step financial process diagram showing Forecasting, Budgeting, Benefits, Actuals, Rate Matrix, Time Tracking, Capitalization, Allocation & Recovery by Cost Center (Chargebacks), and Financial Reporting, with a supporting financial setup section including Financial Structure, Currencies/Conversion Rates, Classifications, Fiscal Periods, and Defaults.

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(view all financial planning basics)