Close Tasks
What has to happen, in what order, by whom. A task that is not ready refuses to start with the names of what it is waiting for.
Where to find it
- Module: Accounting
- Group: Close & Compliance
- Section: Financial Close
- Screen: Close Tasks
Address in the console: /accounting/close-tasks
List · 12 columns · 4 fields on its form · 3 actions
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 |
|---|---|---|
| Seq | Number | seq_no |
| Code | Code | code |
| Task | Text | name |
| Phase | Status | phase |
| Type | Status | task_type |
| Owner | Text | owner_name |
| Due | Date | due_date |
| Ready | Yes or no | is_ready |
| Waiting on | Number | blocking_count |
| Overdue | Yes or no | is_overdue |
| Result | Amount | result_amount |
| 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 |
|---|---|---|---|
| Owner | Choice | Looked up from existing records | |
| Reviewer | Choice | Looked up from existing records | |
| Due | Date | ||
| Notes | Long text |
What you can do here
What does it run
Complete primary
Asks for: Notes Evidence
Skip
Allowed and recorded. A close where nothing may be skipped is a close people run outside the tool.
Asks for: Reason*
* required
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.