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Automated Workflow |
- Automated workflow routes exceptions to accountants based on rules that you define.
- Examples of exceptions include transactions not assigned accounting, roll forward
variances, analytical review variances, and outstanding reconciling items not clearing
in the normal course of business.
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Research |
- Use the Accounting Workbench to research, drilldown and understand exception cases.
- Use the integrated query builder to create customized research environments. Link
queries together to make powerful drilldown views.
- Add notes, tag, and assign custom status codes to exceptions.
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Resolve |
- Use the Accounting Workbench to assign accounting, create adjustments, and match
outstanding reconciling items.
- Use auto-correcting utilities that split transactions and create correcting
adjustments to facilitate matching.
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Approve |
- Automated approval workflow routes actions like adjustments or accounting assignments
to managers for approval.
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