Intelligent Close Manager Overview
The Intelligent Close Manager provides a centralized view of your tasks, estimated impacts, and AI-driven exceptions, including incorrect amounts and projected activity. From the Intelligent Close Manager, you can manage close activities by reviewing prioritized tasks, resolving exceptions, monitoring close progress, and locking transaction types and periods.
Users with permissions for operational workflows and managing accounting periods can view and act on tasks.
The tasks, KPIs, and exceptions that appear on the Intelligent Close Manager depend on the features and preferences enabled in your account. For more information, see Mapping Tasks and KPIs to Features and Preferences.
When Exception Management is enabled, posting transaction amounts that trigger an exception are counted as exceptions in the Intelligent Close Manager and are excluded from the posted transaction amount totals. For example, a $100 exception on Invoice 1 adds $100 to the invoice exception amount and one task. Exception amounts and posted amounts are never duplicated. For more information about exceptions, see Exception Management Overview.
The Intelligent Close Manager portlet displays data only for the primary accounting book.
All transaction amounts in the Estimated Impact column of the Intelligent Close Manager are shown in the subsidiary's base currency. If the transaction was created in a foreign currency, amounts are converted to the base currency based on the entered exchange rate on the transaction or the most up-to-date exchange rate. Child subsidiary tasks aren't shown.
The metrics and tasks in the Intelligent Close Manager portlet refresh every hour. The timestamp shows when the data was last refreshed.
You can enable the Intelligent Close Manager feature on the Enable Features page. For more information, see Enabling the Intelligent Close Manager Feature. The Intelligent Close Manager portlet is automatically added to your Home page after enabling it. For more information about using the portlet, see Using the Intelligent Close Manager Dashboard Portlet.
Narrative Insights and AI Prioritized Tasks
The Intelligent Close Manager provides AI generated insights on A/R, A/P, accounting, and overall financial trends to help you understand your company's performance.
You can also view tasks sorted by priority in the Priority Queue tab. You can select AI Prioritized to have tasks automatically sorted based on factors such as transaction amount, business impact, and due date.
To view insights and the AI prioritized task list, the Enable Narrative Insights preference must be enabled on the AI Preferences page. For more information, see Narrative Insights Overview and Managing Narrative Insights Preferences.
To learn more about the generative AI models, see the SuiteAnswers article LLM Mapping for Generative AI Features. Be aware that you must be logged in to NetSuite to access articles in SuiteAnswers.