Certifications
A controller signs that the entity’s numbers are right. A certification WITH exceptions is worth far more than one without — the ones without are the ones people sign without reading.
Where to find it
- Module: Accounting
- Group: Close & Compliance
- Section: Financial Controls
- Screen: Certifications
Address in the console: /accounting/certifications
List · 12 columns · 10 fields on its form · 1 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Document | Code | certification_no |
| Period | Code | period_code |
| Scope | Status | scope |
| Type | Status | certification_type |
| Certifier | Text | certifier_name |
| Title | Text | certifier_title |
| Exceptions | Yes or no | has_exceptions |
| Due | Date | due_date |
| Days | Number | days_to_due |
| Overdue | Yes or no | is_overdue |
| Signed | Date and time | signed_at |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Close | Choice | Looked up from existing records | |
| Period required | Text | ||
| Scope | Choice | entity, group, process, account, control, disclosure | |
| Scope reference | Text | ||
| Type | Choice | management, sub_certification, control_owner, disclosure, internal_audit, ceo_cfo | |
| Statement | Long text | ||
| Certifier | Choice | Looked up from existing records | |
| Certifier title | Text | ||
| Due | Date | ||
| Notes | Long text |
What you can do here
Sign primary
Asks for: Statement Your title Exceptions
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.