Each Certification Template will need to be individually configured to use the Export Template or Templates created in the previous step. This ultimately gives Administrators a great deal of flexibility in Certification Configuration. Different Account Classifications linked to different Certification Templates can have their own specific export template logic, or they can share a single… Continue reading Preferences Module: Certifications Tab: Linking Template Fields to Export Templates
Tag: Preference Module
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: General tab: Configure Account Classifications
Account Classifications allow for the categorization of accounts within ReconArt. Specific to the configuration of Certification, Account Classifications are used to determine what kind of Certification procedure each account undergoes, and which Certification Template those accounts will follow in the Certification Module. Classifications have no impact on their own. Instead, specific Certification Preferences which are… Continue reading Preferences Module: General tab: Configure Account Classifications
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