Color codes for process steps
Cards that represent process steps on the Entity and Group tabs are color coded. The color indicates whether a task exists for a specific process step and depends on a card's status and user role. For example, an open item may be marked as a task for an entity accountant but, not at that time, for a group accountant. Cards can have these colors:
- Grey: No task to perform because the process step is not started. For process steps with the Open status in entity processes, this color means no task to perform by a group accountant.
- Orange: A task exists.
- Green: No task to perform because the process step is closed. For process steps with the Submitted status in entity processes, this color means no task to perform by an entity accountant.
A card with no color has no status. For example, an entity currency change, which may happen only once in an entity's lifetime.
This table shows the color changes of a card, according to its status and the user’s role, in entity processes:
| Card status | Entity accountant | Group accountant |
|---|---|---|
| Not started | Grey | Grey |
| Open | Orange | Grey |
| Submitted or, in the case of the Intercompany Matching step if the entity-intercompany transactions have not been fully reconciled, Submitted (with Warning) | Green | Orange |
| Closed or, in the case of the Intercompany Matching step if the entity-intercompany transactions have not been fully reconciled, Closed (with Warning) | Green | Green |
This table shows the color changes of a card, according to its status, in group processes:
| Card status | Group accountant |
|---|---|
| Not started | Grey |
| Open | Orange |
| Closed | Green |
An exclamation mark on a card indicates an error within the process step that the card represents.