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An overview of a closing task

Modified on Thu, 08 Dec 2022 at 11:24 AM

When you open a closing tasks, you will see something similar to the image below.

1. The Header area is where you will find key information about the task. 

  • Header data includes the Company Code, document template, information about approvers and the period being dealt with.
  • Tasks Details includes the name of the task, instructions and where in the workflow this document is.
  • Workflow names the preparer, approvers where necessary and the due date.

2. The central panel is where you might find additional instructions in the form of attachments.

You can also add supporting comments and attachments of your own.

3. The Linked Documents area on the right shows the Prior period closing task so you can see what was done last period. It also shows any Successor task, which can only be started once this task is completed. Here other linked documents will also appear such as journals that you create from the closing task.

4. Closing tasks may also include Row data. This data is very specific to the template you are working on and will be dealt with separately.

5. At the top of each document, there is a row of buttons. These change depending on the workflow status and the configuration of the document you are working on.

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