Mapping Tasks and KPIs to Features and Preferences

The Intelligent Close Manager displays tasks and KPIs based on the features and preferences enabled in your account. If a feature or preference isn't enabled, the associated tasks and KPIs don't appear in the portlet. For example, if the Exception Management feature is disabled, the Resolve customer payment exceptions task doesn't appear.

The table below lists each task and KPI along with the feature or preference required to display it:

Required Features or Preferences	Tasks	Key Performance Indicators (KPIs)
Feature: Exception Management	A/R tab: Resolve customer payment exceptions Resolve invoice exceptions A/P tab: Resolve vendor bill exceptions Review projected vendor bills Resolve vendor payment exceptions Review projected vendor payments Accounting tab Resolve journal entry exceptions Review projected journal entries	Exceptions Exceptions on the A/R, A/P, and Accounting tab Exceptions are included in the Largest Outstanding Task when Exception Management is enabled.
Feature: In-Transit Payments	A/P tab: Review in-transit vendor bills Review in-transit vendor payments	-
Feature: Credit Card Payments Preference: Preserve Transactions When Payment Is On Hold	A/R tab: Release customer payment holds	-
Features: Project Management Charge-Based Billing	A/R tab: Review billable project charges	-
Features: Subscription Billing Charge-Based Billing	A/R tab: Review billable subscription charges	-
Feature: Amortization	Accounting tab: Create amortization journal entries	-

Related Topics:

• Intelligent Close Manager Overview
• Intelligent Close Manager Roles and Permissions
• Enabling the Intelligent Close Manager Feature
• Using the Intelligent Close Manager Dashboard Portlet
• KPIs in the Intelligent Close Manager Portlet

General Notices