Enhanced Workflow Columns for Supplemental Data Manager and Enterprise Journals

The workflow columns in Supplemental Data Manager and Enterprise Journals have been enhanced to provide the team and user information as separate columns. Two new columns, Actual and Primary, are added for Preparer, Approver, and Integrator.

NOTE: Integrator is applicable only for Supplemental Data Manager.

The updated workflow columns are:

  • Preparer, Approver, and Integrator: The  current user who holds the form/journal for that workflow level.
  • Preparer, Approver, Integrator (Actual): The actual user who performed the workflow action. 
  • Preparer, Approver, Integrator (Primary): The user assigned as the Preparer if the form or the journal is assigned individually. The team or group assigned as the Preparer if the form or the journal is assigned to a team or group.

Applies to: Financial Consolidation and Close, Tax Reporting

Business Benefit: These additional detailed workflow columns provide better reporting on the form or journals progression through its lifecycle.

Key Resources