Staff Accountant workspace

Staff accountants manage day-to-day accounting functions and oversee the financial health of a company, including budgets, cash flow forecasting, balance sheets, and income statements. Staff accountants verify and ensure that their assigned accounts and departments are accurately accounted for. They facilitate the CFO, board members, department heads, and auditors to make important decisions about budgets, acquisitions, capital purchases, and salaries. This role effects financial reports and direct investment activities to support short- and long-term planning for the organization.

EPM widgets are rendered and published in the standard workspace and are not available in the widget catalog. Customize a workspace with EPM widgets using these steps:

1. Edit the page and add a widget.
2. In the widget catalog, search for financial reporting.
3. Add the financial reporting widget.
4. Click Save.
5. Configure the widget by providing details.
6. In the settings, provide a title
7. In the Content Connection Unique name field, specify CSF.
8. In the Report or folder unique name field, specify gl_AccountsBudgetVsActualWidget and gl_AccountsBalanceTrendAnalysisWidget.
9. Click Save.