Accounting figures feed the month-end close page

What moves

Unposted invoices, unapproved bills and invoices owed are read for the Month-end close, Executive overview and Customer 360 packs.

Before you start

• Insights and Accounting in your plan

Step by step

1. Insights administratorInsights — Business Intelligence & Apps

   Installs the Month-end close pack.

   You see:One report holds the lists to chase.

2. Finance controllerInsights — Business Intelligence & Apps

   Opens it on the last working day.

   You see:Unposted invoices and unapproved bills are counted for the controller's access.

3. AccountantAccounting & E-Invoicing

   Works the lists in Accounting.

   You see:The counts fall the next time the report is opened.

Related

• Accounting & E-Invoicing
• Insights — Business Intelligence & Apps
• Accounting gets its own workspace
• Agents read accounting figures
• An accepted influencer fee becomes a supplier bill
• A device is connected by one person and used by another
• A flagged entry or bill is investigated
• Connections between modules