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    Home Orlando Finance Operations Management Finance Operations Management Finance Close Automation Managing close tasks Using Finance Workspace to manage close tasks

    Using Finance Workspace to manage close tasks

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    Using Finance Workspace to manage close tasks

    The Finance Workspace provides a single location for finance users to work on all aspects of the finance close process for an accounting period. It provides real-time insight into the planned versus actual close progress at the user level, department level, or overall finance organization level. Being able to spot bottlenecks and overdue activities in the workspace enables you to take corrective actions.

    To access the Finance Workspace, navigate to Finance Close Automation > Finance Workspace.

    Note: The widgets on the landing page and data displayed in the Finance Workspace depend on your role.
    • On the landing page, get a quick overview of all your assignments and pending tasks.
    • In the global search field at the top, search across all close tasks, journal entries, and follow-up tasks. The global search returns all records in which the search term appears anywhere in the record, such as the short description, content, or attached files.
    • In the lists pane, access tasks quickly using the filtered lists under different categories.
    • On the form, review and work on your tasks and journal entries from various tabs.
    • In the Dependencies Overview section on the ribbon of a close task form, create a dependency by adding a predecessor or successor task. You can also create dependencies from the Predecessor Tasks or Successor Tasks tabs.
    • In the Close Assist section of a form, refer to the prior period records of the same record you are working on.
    • In the Notifications tray, view notifications for the rejected journal entries or any failures during the processing of journal entries park or post.
    • In the Finance Close Dashboard, monitor multiple metrics and track the health and progress of your finance close.
    • In the Finance Calendar, track tasks on associated organizational calendars.

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      Using Finance Workspace to manage close tasks

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Using Finance Workspace to manage close tasks

      The Finance Workspace provides a single location for finance users to work on all aspects of the finance close process for an accounting period. It provides real-time insight into the planned versus actual close progress at the user level, department level, or overall finance organization level. Being able to spot bottlenecks and overdue activities in the workspace enables you to take corrective actions.

      To access the Finance Workspace, navigate to Finance Close Automation > Finance Workspace.

      Note: The widgets on the landing page and data displayed in the Finance Workspace depend on your role.
      • On the landing page, get a quick overview of all your assignments and pending tasks.
      • In the global search field at the top, search across all close tasks, journal entries, and follow-up tasks. The global search returns all records in which the search term appears anywhere in the record, such as the short description, content, or attached files.
      • In the lists pane, access tasks quickly using the filtered lists under different categories.
      • On the form, review and work on your tasks and journal entries from various tabs.
      • In the Dependencies Overview section on the ribbon of a close task form, create a dependency by adding a predecessor or successor task. You can also create dependencies from the Predecessor Tasks or Successor Tasks tabs.
      • In the Close Assist section of a form, refer to the prior period records of the same record you are working on.
      • In the Notifications tray, view notifications for the rejected journal entries or any failures during the processing of journal entries park or post.
      • In the Finance Close Dashboard, monitor multiple metrics and track the health and progress of your finance close.
      • In the Finance Calendar, track tasks on associated organizational calendars.

      Tags:

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