Tag: Certification Preference

Preferences Module: Certifications tab: Configure Template Fields

When an account is open to the View Reconciliation screen, the data that is presented to the user performing their role in Certification depends on the Certification Template which the account is configured to use.Take the below image for example. If an account is configured to use template ‘Recon with no Subledger’, its View Reconciliation… Continue reading Preferences Module: Certifications tab: Configure Template Fields

Preferences Module: Certifications tab: Configure Templates

Certification Templates are how ReconArt refers to the workflow that a given account will follow for Certification. The Certification workflow for various accounts can be different, and the format and information that needs to be presented to the Certification Users for a proper certification also varies. For example, with certain accounts, only the GL balance… Continue reading Preferences Module: Certifications tab: Configure Templates

Preferences Module: Certifications tab: Configure Default Columns

As each organization uses its own internal terminology, ReconArt is designed to give a certain level of freedom to configure labels in some key areas of the Certification process. This provides for the accommodation of “native” company terms for relevant details during the month-end process. Shown below is an example overview of accounts found in… Continue reading Preferences Module: Certifications tab: Configure Default Columns

Preferences Module: Certifications tab: Configure Users

Once Roles have been configured, Users must be added to those roles so they can be assigned to the different workflow steps in the Certification process. In this section, Users will be “enabled” to operate in the various roles. Note that this does not assign the User in this role to any particular accounts or… Continue reading Preferences Module: Certifications tab: Configure Users

Preferences Module: Certifications tab: Configure Roles

The Certification process is broken up into distinct workflow roles that Users operate within. Out of the box, ReconArt comes with only the Preparers role as defined. All additional roles must be created here and will be of the type “Reviewer/Approver”, a read-only workflow role which either approves an account or rejects it back to the Preparer.… Continue reading Preferences Module: Certifications tab: Configure Roles

Preferences Module: Certifications tab: Configure Calendar

The Certification Calendar is where the schedule for Account Certification is configured. Because Certification is a cyclical process, it consists of several events that need to happen on a certain time schedule in order to be manageable and transparent. These schedules can be different for different Certification Accounts, for example some accounts may need to… Continue reading Preferences Module: Certifications tab: Configure Calendar

Preferences Module: Certifications tab: Configure Periods

Account Certification is tied directly to defined Certification Periods. Periods are typically configured so that there is one a month, and may follow a traditional calendar or a fiscal year calendar (Period 1 == July, etc.). Once periods are configured, different Certification calendars (covered in the next lesson) may cycle every period (so accounts must… Continue reading Preferences Module: Certifications tab: Configure Periods

Preferences Module: Certifications tab: Configure Settings

Certification Settings contain specific over-arching settings which affect the entirety of the Certification process. Company Certification Policy:This is a file containing the company policy on Certification; a valid corporate statement that will be governing the systemwide Certification process. This document should be approved at a high level within the company and then attached to the… Continue reading Preferences Module: Certifications tab: Configure Settings