| 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 |
| Application |
Links to:
- Overview that shows you reconciliation activity.
(Available to all user roles: Administrator, Power User, User,
Viewer)
- Profiles allows you to define profiles which are a
building block for creating reconciliations in Account
Reconciliation.(Available to all user roles:
Administrator, Power User, User, Viewer)
- Periods Allows an Administrator to work with periods to
open, close, or lock. (Available to Administrator only)
- Configuration(Attributes, System Attributes, Currencies,
Format, Organization and System Settings are only available to
Administrators. Data Load and Periods are available to
Administrators and Power Users. Filters and Lists are available
to all users.)
- Match Types allows you to create match types for
Transaction Matching. (Available to Administrator
only)
- Jobs shows the history of jobs run in Reconciliation
Compliance. Jobs History tab shows jobs in Transaction
Matching and allows you to import transactions, balances, and
run Auto Match. (Both Jobs and Jobs History available to
Administrator and Power Users)
- Services allows
Service Administrators to see the status of certain service
related tasks such as email notifications, open reconciliations,
or system maintenance. Email notifications and open
reconciliations are available to Service Administrators only.
System maintenance is available to users with the Migrations -
Administer application role.
- Archives allows a Service Administrator to keep the size
of the database in check and help performance by using archive,
restore, and purge functionality. (Available to Administrator
only).
- Report Configuration allows you to create custom reports,
create report queries, and group reports. (Available to
Administrator only).
For more details, see Application.
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| Tools
|
Links to:
- Appearance allows an Administrator to rebrand or
customize your logo, background image, and theme in the user
interface. (Available to Administrator only)
- Announcements allow an Administrator to create
announcements to other users. (Available to Administrator
only)
- Daily Maintenance allows you to set the start time for
the one hour daily maintenance window during which Oracle
performs routine operational maintenance including applying
patches and replacing the prior backup snapshot with a new
backup snapshot. (Available to Administrator only)
- Service Activity allows a Service Administrator to view
or download system or user login activity reports. (Available to
Administrator and Power Users)
- Access Control allows a Service Administrator the ability
to manage groups, provision roles, view or download provisioning
or user login reports, as well as manage teams and users.
(Manage Groups, Manage Application Roles, and Power User
Security is Administrator only. Role Assignment Report, User
Login Report, Manage Teams, and Manage Users is available to
Administrators and Power Users)
- Audit allows an Administrator to view the history of all
Reconciliation Compliance objects in one place, as well as
filter the history by any of the attributes. The Audit Report
also displays the Old and New Values for the object.(Available
to Administrator only).
- Migration allows you to backup and restore content and
also contains the Remove application tab that allows you
to delete the Reconciliation Compliance and Transaction Matching
artifacts and data. (Available to Administrator only)
- Clone Snapshot allows a Service Administrator to clone a
snapshot of their environment. For details, see Cloning Cloud EPM Environments in
Administering Migration.
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