Close Manager Task Records Enhanceme...

TL;DR: In NetSuite 2026.1, Close Manager Task Records facilitate the management and tracking of Intelligent Close Manager (ICM) tasks, streamlining accounting period activities. Users can assign tasks, track their status, and manage due dates directly within the interface.

What Are Close Manager Task Records?

Close Manager Task Records serve as tools for creating, managing, and tracking ICM tasks outside of the dashboard portlet. Each record can represent multiple tasks associated with the same task name, accounting period, and subsidiary, allowing focused management during critical accounting periods.

How to Access Close Manager Task Records

To view or edit these records, ensure you have the necessary permissions by following these steps:

Navigate to Lists > Accounting > Close Manager Tasks (for Administrators). From here, you can select Edit or View next to the desired task record.
Alternatively, access the Intelligent Close Manager portlet and click the Priority Queue tab. Task record links are available only for the first open accounting period and will not be visible for consolidated subsidiaries.

Completing Tasks

To complete the assigned tasks:

From the Intelligent Close Manager portlet, click the number displayed in the Tasks column.
From the close manager task record, click the link in the Task field, which directs you to the completion page associated with that task.

Read-Only Fields on Close Manager Task Records

Some fields on the task record are read-only, including:

Field Name	Description
Task Name	Identifies the record, e.g., "Approve journal entries."
Task Type	Indicates the type of task record, which is system-generated.
Task	Contains a link to the relevant task completion page.
Category	Categorizes the task, e.g., A/R, A/P, Accounting.
Subsidiary	The subsidiary linked to the task.
Accounting Period	The accounting period tied to that task record.

Editable Fields

You can edit specific fields when the task's accounting period is open or locked:

Field Name	Description
Assigned To	The individual or team designated to complete the task (default is blank).
Send Email	Indicates if a notification email is sent to the assignee (requires a valid email address).
Status	Reflects the task status, defaulting as Not Started but can be updated to In Progress or Completed.
Start Date	Defaults to the creation date but can be modified to any date on or before the due date.
Due Date	Defaults based on task type but can be changed to any date on or after the start date.
Date Completed	Automatically populated when the task is marked as completed; editable afterward only if the status is completed.

Who This Affects

This update primarily benefits the following roles:

Accountants: For managing and tracking accounting tasks seamlessly.
Administrators: For overseeing permissions and facilitating task management.
Finance Teams: Engaging in task completion related to the Intelligent Close Manager.

Key Takeaways

Close Manager Task Records streamline task management in the accounting workflow.
Access to these tasks is governed by specific permissions and conditions.
Editable fields include essential task management attributes, enhancing user interaction efficiency.

Frequently Asked Questions (4)

What permissions are required to access Close Manager Task Records in NetSuite 2026.1?

Accessing Close Manager Task Records requires specific permissions. Users must navigate to Lists > Accounting > Close Manager Tasks for viewing or editing. Links are only available for the first open accounting period, and administrators have access to edit and view options.

Are Close Manager Task Records available for consolidated subsidiaries in NetSuite 2026.1?

No, task record links for Close Manager Task Records are not visible for consolidated subsidiaries. They are available only for the first open accounting period.

Can the due date of a Close Manager Task be modified after being set in NetSuite 2026.1?

Yes, the due date of a Close Manager Task can be modified. It defaults based on the task type but can be changed to any date on or after the start date.

How do editable fields in Close Manager Task Records enhance task management?

Editable fields such as 'Assigned To,' 'Status,' 'Start Date,' and 'Due Date' allow users to update crucial task management attributes, helping in efficient task assignment and tracking, which streamlines the accounting workflow.

Close Manager Task Records Enhancements in NetSuite 2026.1