Creating Accounting Playbook Tasks

You can either create an accounting playbook task for an accounting playbook manually or generate it for an accounting playbook from an accounting playbook task template.

Note:

• To create accounting playbook tasks, you must have the Accounting - Playbook permission set assigned.
• To edit accounting playbook tasks you must have the Accounting - Playbook - Edit Task permission set assigned.

For more information, contact your administrator.

To create an accounting playbook task manually:

1. From the App Launcher, navigate to Accounting Playbook Tasks.
2. Click New and the New Accounting Playbook Task window displays.
3. In the Name field, enter a name for the accounting playbook task.
4. In the Accounting Playbook field, specify the accounting playbook for the task.
5. [Optional] Set the status of the task.
6. [Optional] Enter the description.
7. [Optional] Specify the assignee to complete the task.
8. Specify the due date for the task to be completed. Ensure the due date is before the due date of the selected accounting playbook.
9. [Optional] In the Links and Notes section:
   1. In the App Location 1 and App Location 2 fields, enter the links of the apps to perform the task . For example, provide a link to the Automated Elimination page to perform automated eliminations.
   2. In the Report Location 1 and 2 fields, enter the link to reports that will be used to perform this task.
   3. In the Note 1 and Note 2 fields, enter any important notes to enable the assignee to perform the task.
10. Click Save. The accounting playbook task related to the selected playbook is created.

Notes:

• The accounting playbook tasks must have unique names if they belong to the same accounting playbook. They can have the same names if they belong to different playbooks.
• By default, App Location 1 and 2 fields are visible. If required, you can display App Location 1 - 5 fields.
• By default, Notes 1 and 2 fields are visible. If required, you can display Notes 1 - 5 fields.
• By default, Report Location 1 and 2 fields are visible. If required, you can display Report Location 1 - 10 fields.

You can also create one or more accounting playbook tasks from the accounting playbook related list.

To do so:

1. From the App Launcher, navigate to the Accounting Playbooks tab.
2. Click the accounting playbook record in the list.
3. Click the Related tab. In the Accounting Playbook Task section, click New.
4. Fill in the details and click Save.

You can also view the accounting playbook task history in the Related tab.