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Introducing Automation Manager

Modified on Fri, 25 Nov 2022 at 12:52 PM

Automation manager is where Administrators maintain their master data.  It is used to generate tasks based on a schedule and assign them to specific users to complete.

Examples of such documents are:

  • account reconciliation tasks 
  • closing tasks
  • monthly journals

Depending on your Admin rights, you are able to perform the following tasks: 

  • Managing tasks and task settings.
  • Managing company-level settings.
  • Performing monthly routines, such as generating and regenerating tasks.

Your screen may look different, depending on your Admin Rights and Roles. However, on your screen, you will see:

1.  Your user settings, with information such as your language format and time zone

2. The tabs you have access to

3. The tabs for the specific screen you are in

4. The content for the specific section

5. Navigation to move through the pages

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