Viewing finance resource assignments

  1. Select Resources > Resources.
  2. On the Dashboard tab, open a finance resource record.
  3. To view assigned activities, click View Current Assignments.

    This table shows the tabs on the Assigned Activity page:

    Tab Description
    Invoices For Processor Payables invoices that are assigned to a finance resource to review and process.
    Invoice Approval Codes Payables invoice approval codes that are assigned to a finance resource.
    Invoice Assignment Rules Shows the Payables processor that is assigned to a specific invoice.
    Other Approval Codes Approval codes that are assigned to the finance resource.
    Close Process Close tasks that are assigned to the finance resource for processing.
    Scheduled Tasks Close tasks that are assigned to the finance resource.
    Reconciliation Accounts The reconciliation accounts that are assigned to the finance resource.
    Period Reconciliations The period reconciliations that are assigned to the finance resource.
    Teams The teams in which the finance resource is a member.