Microsoft Dynamics 365 Enterprise Edition - Financial Management - Third Edition

Templates

You use a financial close template to define all tasks that are part of a closing process. A closing task is a recurring work effort that is assigned to an individual to complete as part of each closing process. In the template, a relative due date must be defined for each closing task. The relative due date is the number of days before or after the defined period end date that the task will be due each period. A due time is also assigned to each task. The due time is set by using the context of your time zone and will be converted to the time zone for each user. You can assign a task in the template to one or more companies where that task applies. If a different person is assigned to complete that work effort in each company, ...