Custom Close Manager Tasks for Accounting in NetSuite 2026.2

TL;DR: Starting in NetSuite 2026.2, users can create custom close manager tasks to better track close activities specific to their organization. This feature enhances the flexibility and operational efficiency of the close process by allowing users to manage non-system-generated activities within the Intelligent Close Manager portlet.

What Are Custom Close Manager Tasks?

Custom Close Manager Tasks allow businesses to create tailored tracking elements for specific close activities, such as checklists, reminders, and reviews. This customization provides greater visibility and management capability within the close process, ensuring that unique organizational needs are met.

How to Create Custom Close Manager Tasks

Follow these steps to create a task:

1. Navigate to Lists > Accounting > Close Manager Tasks > New.
2. In the Primary Information section, enter a descriptive task name.
3. Assign the task to an appropriate user.
4. (Optional) Check the Send Email box to notify the assignee via email.
5. Select the current task status.
6. Assign a category; the default is General.
7. If using OneWorld, select the appropriate subsidiary.
8. Choose the relevant accounting period.
9. Specify a start date and due date in the Schedule section.
10. If the task is marked as completed, enter the completed date.
11. Add any necessary instructions in the Message and Communication tabs.
12. Click Save.

Once saved, tasks will display in the Intelligent Close Manager portlet, organized by their associated period and subsidiary.

Who This Affects

• Accountants: Can manage their specific tasks more effectively during the close process.
• Finance Managers: Utilize custom tasks to oversee compliance and task completion across departments.
• Administrators: Can set up and maintain the task tracking system for users.

Key Takeaways

• Custom Close Manager Tasks allow personalized tracking of close activities in NetSuite.
• Tasks can include reminders, reviews, and operational items not generated by the system.
• Ability to assign tasks, set due dates, and track completion enhances the close process significantly.
• Users can manage several types of records to facilitate closer management and audit readiness.