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Use the administration workflow to change settings, tree structure, and view the audit log

Use Administration workflow to make changes to settings, tree structure, and view the audit log.

Manage navigation

You can manage the tabs that display within your toolbar. You can edit the name of a tab, reorder the tabs, and even add or remove data capture tabs (only data capture tabs can be added).
  • Area tab
     - Top labels (Data Capture)
  • System tab
     - These are standard tabs and can't have any information added to them.
  • Heading
     - Under the main top labels, the next level is headings. This displays on the left side of the toolbar on the screen when the top label headings are selected.
  • Page groups
     - Under the heading, the next level is Page Groups. This displays on the left side of the toolbar on the screen when you hover over the heading label.
  • Single page or multiple page list
     - Under the page group, the next level is single page or multiple page groupings. This screen displays when the page group's selected. You can design the page with data capture information. A minimum of 1 page is required. This page list can be used to collect a list of data.
    • For example, you can have a normal page to collect names of officers, their addresses, salaries, etc. This option's good for 1 officer. If you create the same page as a page list, you can collect the same type of information for multiple officers.
You can add any of these elements by selecting the
Add
 icon (+).

Change regional settings

This screen feeds into the financial period, and affects how you collect data on the report, disclosure, assets, etc. It also feeds into your entity structure.
This screen is a formatting option for a financial period, which is usually set to match the jurisdiction formatting requirements for the template.
For example, a UK template will have a pound symbol for their dollar unit for their language format.

View audit log

This screen's used to view a history of entity changes that are made on journals, accounts, trial balances, etc.
You can view the audit log by going to
Administration
,
Audit Log
.
You can export an audit log by selecting
Export
 and then the format of PDF or XLSX.

Attachments

To use attachments, you must enable the Documents product and have the required permissions granted.
To add a document:
  1. Access a financial period.
  2. Go to
    Administration
    ,
    Attachments
    .
  3. Select
    Add
    .
  4. You can drag and drop or browse to your file to add. Enter a name and select a document date.
  5. Select
    Upload
    .
  6. Select
    Done
    .

This article applies to:

  • PRODUCT: ONESOURCE Statutory Reporting
  • Subject: Setup