Landing page

On the Landing Page, you can verify and change the statuses of entity processes and group processes. You can also jump from the cards to specific pages on which to perform required operations.

The Landing Page has these tabs:

  • Status Monitor

    Has two tabs: Entity Status and Group Status. Specify the context data on the relevant tab to view the current statuses of specific entity processes or group processes. You can view open and closed periods but you can change statuses only in open periods.

    Each process step is displayed in a separate column. If a process step has an assigned status, this status is displayed in the column.

    You can change statuses for multiple entities and groups at the same time.

    1. On the relevant tab, select the entities or groups for which to change the statuses.
    2. Click Change Status.
    3. In the Change Status dialog box, specify one or multiple process steps and periods for which to change the status and the relevant status.
    4. Click Apply.

    You can filter by statuses of entity processes and group processes. Filtering by multiple statuses is possible.

    Note: Entity accountants have access only to the Entity Status tab and can view only the entities for which they have permissions.
  • Entity

    Presents each process of the entity for the specified configuration set, version, and period. Each process is displayed in a separate lane and contains one or multiple cards that represent process steps. Each card can have an assigned status, which is displayed in a relevant column on the Status Monitor tab. When you click a three dot icon on a card, you can perform these actions:

    • Jump to specific pages on which to perform the operations that are required for a process step.
    • Change the status of a process step from Open to Submitted or, in the case of the Intercompany Matching step if the entity-intercompany transactions have not been fully reconciled, from Open to Submitted (with Warning).

    The cards for the Trial Balance and Intercompany Matching process steps show a check icon. If the step is finished successfully, the success icon is displayed on the card. If the Trial Balance step results in an error, the Error icon is displayed on the card. If the Intercompany Matching step results in incomplete data, the Incomplete data icon is displayed on the card. Click the icon to view all performed checks on the process step and which of the checks have finished successfully or with an error or incomplete data.

  • Group

    Presents each process of the group for the specified configuration set, version, and period. Each process is displayed in a separate lane and contains one or multiple cards that represent process steps. You can jump to specific pages from a card by clicking a three dot icon on a card. Each card can have an assigned status, which is displayed in a relevant column on the Status Monitor tab.

In Business Modeling, members of the Consolidation Modeler role can customize the Landing Page to suit their business needs. For details, see "Managing Consolidation data".