Manage your finance close work with an intuitive multi-tab interface.

Monitor multiple metrics as well as manage reporting and analytics to quickly track the health and progress of your finance close.

Access your Finance Close Automation data on your mobile device. You can also monitor the status of close tasks in real time, approve or reject close and follow-up tasks, and collaborate with stakeholders to address exceptions while on the go.

Configure FCA to integrate with your Oracle NetSuite ERP system to automate posting of journal entries in real time.

Assign a journal entry close task to user groups so that any member of the assigned groups can work, review, or approve this task and its journal entries.

These user groups, such as the Owner group, Reviewer group, and Approver group, are of type Finance Close and have finance close roles assigned to them.

Select multiple tasks or journal entries to approve or reject them in one go. During mass rejection, the same rejection reason applies to all the selected items.

Edit multiple tasks in an accounting period that require similar edits in one go. Any changes you make during the mass editing apply to all the selected close tasks.

As a finance close admin, configure permissions for editing tasks using the extension point.

Create journal entries for a journal entry task by importing from a CSV file.

Configure the default sheet name that is used when uploading the Microsoft Excel file to create journal entries.

Set the level of criticality of a close task to determine its urgency and importance in the close process for an accounting period.

Select the option to complete the task manually or automatically for close tasks using JE workflow.

Set up calendars you use in your organization and associate close tasks with these calendars. You can associate tasks with one or more calendars.

You can kick start and work on close workbooks for multiple open accounting periods simultaneously.

Use the Reversed by field on a journal entry form to view the user who performed the reversal. If there is a reversal failure, this user gets the notification.

Track the progress of a close task using its substates. Each state of a task has been further categorized into one or more substates that enable you to review the task progress at a detailed level.

Create an SLA definition for close tasks and follow-up tasks to make sure that the tasks are closed within the defined time frame. Review the task SLA information in the Finance Close Dashboard using SLA reports.

Set the Retain task owner upon duplicate property (fca_retain_task_owner) to true so that if a task has both the Owner and Owner Group fields filled in, then the owner field value is copied over to the new close workbook when you duplicate a close workbook for the next accounting period.

Improve performance by specifying the number of tasks in the sn_fcms.sync.rollup.business.rule.limit property. When the number of tasks is less than that specified in the property, the business rule to roll up the task state runs in synchronous mode.

After upgrades and deployments of new applications or integrations, run quick start tests to verify that Finance Close Automation still works. If you customized Finance Close Automation, copy the quick start tests and configure them for your customizations.