1. Accounting
  2. General Accounting
  3. Intelligent Close Manager
  4. Enabling the Intelligent Close Manager Feature

Enabling the Intelligent Close Manager Feature

The Intelligent Close Manager provides a centralized view of period close tasks, showing both completed and outstanding actions that affect your accounting period. By enabling the Intelligent Close Manager, your team can monitor progress, identify bottlenecks, and take action on incomplete tasks to help close the accounting period efficiently.

To enable the Intelligent Close Manager:

  1. Go to Setup > Company > Setup Tasks > Enable Features and click the Accounting subtab.

  2. In the Advanced Features section, check the Intelligent Close Manager box.

  3. Click Save.

The Intelligent Close Manager portlet is automatically added to your Home page after enabling it. For more information about using the Intelligent Close Manager portlet, see Using the Intelligent Close Manager Dashboard Portlet.

Related Topics:

General Notices