Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 About Financial Close Management
- 2 About Close Manager
- 3 Navigating in Close Manager
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4
Updating Tasks
- Accessing Task Actions
- Accessing Tasks in Smart View
- Opening Pending Tasks Early
- Updating Task Information
- Authorizing System-Automated Tasks
- Working with Alerts
- Viewing Related Tasks
- Viewing Task History
- Reassigning Tasks
- Submitting Tasks
- Approving or Rejecting Tasks
- Reopening Tasks
- Managing Task Reassignments
- Canceling Tasks
- Setting Tasks to Force Close Status
- Workflow for Groups and Teams
- Adding Comments
- Updating Tasks from Smart View
- 5 Viewing Schedules
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6
Monitoring the Dashboard
- Opening the Dashboard
- Adding Dashboard Portlets
- Customizing the Dashboard Layout
- Renaming Portlets
- Opening Schedules
- Filtering Portlet Views
- Selecting and Sorting Portlet Columns
- Refreshing Views
- Task Status
- My Worklist
- Working with Schedule Tasks
- Working with Status Charts
- Working with Status Overviews
- 7 About Supplemental Data Manager
- 8 Navigating in Supplemental Data Manager
- 9 Working With Dimensions
- 10 Working with Forms
- 11 Managing Data Collection Workflow
- 12 About Account Reconciliation Manager
- 13 Navigating in Account Reconciliation Manager
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14
Managing Reconciliations
- Sending Notifications
- Viewing Reconciliations
- Requesting Reassignments
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Performing Reconciliations
- Reconciliation Summary
- Reconciliation Transactions
- Viewing Prior Reconciliations
- Viewing Reconciliation History
- Editing Reconciliations
- Performing Group or Team Reconciliations
- Performing Summary Reconciliations
- 15 Managing Reconciliation Workflow
- 16 Using Report Binders