NetClose - Requiring Explanations for Late Submissions

Overview

NetClose includes a setting that prevents users from submitting a Task, Reconciliation, or Flux Analysis record marked as overdue unless an explanation is provided. The walkthrough below outlines how this functionality works.  

 

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Step-by-Step Process

  • Navigate to NetClose > Setup > System Setup
  • Under the General subtab within the Preferences section, the Enforce Overdue Reason setting can be enabled to require an overdue explanation before submission of any overdue record. This setting can be applied individually to the following records or to any combination of them: 
    • NetClose Flux
    • NetClose Reconciliation
    • NetClose Task
  • After selecting the desired records, click Save to apply the updated settings:

  • Navigate to NetClose > Tasks > Task List
  • On the Task List, an Overdue badge will now appear for each overdue task in place of the Submitted or Complete icon:

  • When an overdue task is opened, selecting Submit or Complete prompts a required entry in the Overdue Explanation field. This field is intended to document the reason for the task’s late completion:

  • An optional Overdue Reason dropdown is available to streamline this process. Selecting a reason from this list will automatically populate the Overdue Explanation field. Use of the dropdown is not mandatory. 
  • Once the Overdue Explanation field is populated, the task can be submitted or marked complete:

  • The task will then appear as Complete on the Task List rather than Overdue:


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