Part IV Getting Started with Using EPM Digital Assistant

You can use the EPM Digital Assistant in Financial Consolidation and Close, Account Reconciliation, Tax Reporting, Planning, and Planning Modules. These topics show you how to open the assistant and get help.

Learn about the tasks the assistant can help with:

• Task Overview for Financial Consolidation and Close
• Task Overview for Account Reconciliation
• Task Overview for Tax Reporting
• Task Overview for Planning
• Task Overview for Planning Modules

Learn about using the assistant:

• Using the assistant on the web
• Using the assistant in Slack
• Using the assistant in Microsoft Teams
• Getting help

Note:

When using the EPM Digital Assistant, note that the Date format is not taken from User Preferences, and the assistant does not ask which format to use for the date. The assistant attempts to detect the date format based on the user locale set in the browser and other common formats.

Video

Your Goal	Watch This Video
Get acquainted with the EPM Digital Assistant	Getting Started with Fusion Cloud EPM Digital Assistant