Intelligent Close Manager Portlet in NetSuite

The Intelligent Close Manager portlet on your Home page provides a centralized view of tasks, estimated impacts, and AI-driven exceptions, including incorrect amounts and projected activity. It helps you monitor close progress and take informed action to complete daily tasks.

To use the portlet, you must have the Intelligent Close Manager feature enabled and the Manage Accounting Periods permission at the View or Full level.

Data in the portlet refreshes every hour, and the timestamp indicates the last data refresh.

How Can I Filter the Portlet Data?

You can filter the portlet by period and subsidiary to view key performance indicators (KPIs), tasks, and amounts for specific subsidiaries and accounting periods:

• Period filter: This filter allows you to view your accounts receivable (A/R), accounts payable (A/P), and accounting tasks by accounting period. It defaults to your current accounting period, or to the previous open or locked period if applicable.
• Subsidiary filter: This lets you see A/R, A/P, and accounting tasks by subsidiary, defaulting to your parent subsidiary.

After selecting the desired filters, be sure to click Update for the portlet data to reflect your changes.

How Do I Add the Portlet to My Home Page?

To add the Intelligent Close Manager portlet to your Home page, follow these steps:

1. Go to your Home page.
2. Click the Personalize link in the upper-right corner of your dashboard, or access the Personalize Dashboard link in the Settings portlet.
3. In the Standard Content tab, locate and click Intelligent Close Manager to add the portlet to your dashboard. You can then drag it to your preferred position on your Home page.

For additional customization options, refer to the guide on [Dashboard Portlets].

Who This Affects

This feature is primarily beneficial for:

• Accountants: Who oversee the close process and need accurate task management.
• Administrators: Who are responsible for feature enablement and user permissions.
• Financial Managers: Who require oversight of accounting period closure and exceptions.

Key Takeaways

• The Intelligent Close Manager portlet centralizes crucial close-related tasks and KPIs.
• Users can filter data by period and subsidiary, enhancing specific oversight.
• It requires specific permissions for proper usage, notably the Manage Accounting Periods permission.
• The portlet refreshes hourly, ensuring up-to-date information for users managing financial closes.