After you create the business process, the Home page is the launch point for accessing your business process tasks.
When you first access Account Reconciliation, Home provides easy access to features. The interface provides an intuitive user experience and an overview for quick access to commonly used functions.
Depending on your role, you may see all or only some of these icons.
You can change the general look and feel of your Oracle Enterprise Performance Management Cloud environment on theAppearance under Tools. On the Appearance page, you can choose the Redwood Experience or a classic theme. Each theme provides different background colors, icon styles, and so on. You can also add a branding logo and background images to the Home page. To change the general look and feel of your environment, see Customizing Your Display.
This is an example of the Redwood theme.
Home Cards in Work Area
This table describes the card (icons) on the Home page and the user roles that can access that card.
|Worklist||Displays a list of the period-end reconciliations and status. Available to all user roles (Administrator, Power User, User, Viewer). See Worklist|
|Reconciliations||Gives you easy access to the Reconciliation actions dialog and Transactions dialog to perform the period-end reconciliation work assigned to you. Available to all user roles (Administrator, Power User, User, Viewer). See Reconciliations|
|Matching||Displays a list of reconciliations in Transaction Matching on the first tab and the ability to search transactions on the second tab. Available to all user roles (Administrator, Power User, User, Viewer). See Matching .|
|Alerts||Allows administrators and users to view and work with alerts to help users resolve roadblocks during their work on reconciliations. See Alerts|
|Dashboards||Links to Dashboards page that shows the progress and status of reconciliations through two Reconciliation Compliance dashboards: Overview, and Compliance, and a Transaction Matching dashboard called Match Metrics. Available to all user roles (Administrator, Power User, User, Viewer).|
|Reports||Links to Reports page that contains predefined reports that you can generate. Available to all user roles (Administrator, Power User, User, Viewer). See Using Reports|
For more details, see Application.
The global header is the area that stretches across the top of the user interface. It contains navigation icons as well as access to accessibility settings and the Settings and Actions menu.
Parts of the global header from left to right:
|Global Header Part||Description|
The Navigator icon opens the Navigator menu, which serves as a sitemap of the business process and displays links to all of the business process pages to which you have access.
Some of the links in the Navigator menu are available only if you're accessing the business process from the desktop.
Click the Oracle logo to return to the Home page while working elsewhere in the business process. You can display a custom logo instead of the Oracle logo by selecting a Logo Image on the Appearance page.
|Business Process Name||The name of the current business process. You can hide the business process name by selecting No for the Display Business Process Name option on the Appearance page.|
Other Links From Home
This table describes the links available from other areas of Home.
The left side of Home displays an announcement area that displays any system announcements entered by the administrator and helps you track your activity.
|Integration||Available in Navigator, and accesses Data Management. (Available to Administrators only.|
|Academy||Link to videos and documentation. Available to all user roles.|
|Home||Returns to the Home page|
Upper right of Home links to:
Links to a product overview video.
Watch this overview video to learn about the Oracle Enterprise Performance Management Cloud look and feel.
For other videos about how to use Account Reconciliation, see Account Reconciliation Videos