Getting Started

Log in to Finance Automation

When users log in to Finance Automation, their experience will depend on their assigned roles. They will either log in to the Home screen or the Control Center. The Home screen provides business users with a streamlined user interface designed for their needs. The Control Center is a separate component used for automation development and configuration.

Home Screen

The Home Screen is the first page visible after you log in to theFinance Automation portal. There are two ways to access a tool from the Home screen. You can click on the menu item in the menu pane, or you can click on the equivalent tile displayed on the main pane. If the menu is customized and you click on a group name in the menu, or you click on the equivalent group tile, you must then select a menu item or tile within the group. After making a selection, the selected tool's information will be displayed inline in the main pane, or in a popup window.

The Sidebar Menu

On the left-hand side of the Home screen is a menu pane that consists of a list of menu items, starting with Home at the top. The remaining menu items and the order in which they appear can be customized by role or user. A typical sidebar menu for Finance Automation contains these menu items:

  • Balance Sheet Certification (Account Reconciliation)

  • Task Management

  • Journal Entry

Click the < icon at the top right of the sidebar to expand or collapse it. When the pane is collapsed, the menu pane's text will be hidden, but the menu icons will remain visible and can be clicked on to select the desired tool.

The Application Area

On the right-hand side of the Home screen is the main pane that consists of tiles that match the menu pane item names, or the group name if the group customization feature is being used. A typical main Home screen pane for Finance Automation contains these tiles:

  • Balance Sheet Certification (Account Reconciliation)

  • Task Management

  • Journal Entry

See Getting Started with Balance Sheet Certification

See Getting Started with Task Management

See Getting Started with Journal Entry