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How to assign tasks and trigger mails or start conversations with users from Close Monitor?

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edited Oct 18, 2019 6:20PM in General Ledger & Intercompany 1 comment

Summary

How to assign tasks and trigger mails or start conversations with users from Period Close Monitor?

Content

Hi

As part of improving the financials close time frames in our place, we are looking for a functionality of assigning tasks to individuals and tracking their progress. Though i see Close Monitor as a feature in ERP Financials (even in 19D), it just gives the option to check the close statuses of all sub ledgers there but does not

- look for the exceptions if any in closing the periods

- allow us to send mails to responsible persons etc.

Has anyone used this feature to extend further to improvise the same. Any inputs in this regard are very helpful.

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