Status assignment to process steps

Users with the Entity Accountant role can change the status of the entity process steps, from Open to Submitted only, in these ways:

  • On the cards that represent the entity process steps. Click the three-dot icon on a card and then click Submit.
  • On the Status Monitor tab. To change the status of a single entity process step, click the relevant cell and select Submitted. To change the status of multiple entity process steps, select entities for which to change the status, click Change Status, and specify the required information.

Users of the group accountant role can change statuses of the entity and group process steps on the Status Monitor tab. They can also change the status of the entity process steps from Open to Submitted on the cards that represent those steps.

Group accountants can change any status on the Status Monitor tab. They can change status in either direction, from Closed to Open or from Open to Closed, for example.

An entity process step can have these statuses, in this order:

  1. Not started
  2. Open
  3. Submitted
  4. Closed

A group process step can have these statuses, in this order:

  1. Not started
  2. Open
  3. Closed

The status affects the mode of pages to which you can jump from a card.

This table shows how the page mode is affected by status:

Status Page mode
Not started Read-only
Open Editable
Submitted (applies only to an entity process) Read-only
Closed Read-only

Some process steps may not have a status. For example, an entity currency change may happen only once in an entity's lifetime with no further user intervention required.