System Administration – Workflows and Reconciliation

System Administration – Workflows and Reconciliation

Customize workflows in Dashboard for every step of the closing process in order to achieve an accurate, fast and easy reporting process for your end users.

Get the tools to monitor the company reporters’ progress and guide on when controllers can start the analysis of the closing.

In this training we focus on how to build and administrate workflows for different user groups. The session also includes how we can work with early reconciliation for the company reporters and how we can build up reconciliation rules for quality controls and request comments from the company reporters if rules are violated.

You will give the company reporters the chance to do a first analysis and comment on the outcome while reporting, like commenting on specific deviations from budget. You learn how to unify this process for the Group.


  • Dashboard administration
  • Workflow setup
  • User groups
  • Reconciliation rules
  • Reconciliation violations and comment override
  • Completing Packages

Target group: This training is suitable for an administrator or developer of the closing routines and personnel responsible for analysis during the closing process. By the end of the training you will be able to define activities and workflows for different user groups during the closing process.

  • Group accounting
  • System administrator

Prerequisite: Company reporting, Analysis – Dashboard and Charts, System administration – Closing administration

Level: Basic

Time: 9 am-12 am (CET), online

(Please login to the training session 15 minutes before the start time, to allow time for any technical issues to be resolved.)


200 2000 20,800 750

Upcoming dates:

June July Aug Sept Oct Nov Dec
17, 31 14, 28 11, 25 16, 30 13, 27 11, 18