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Administrator Guide
Last Updated: 2025-03-14
Steps: Set Up Close and Consolidation Hub

Steps: Set Up Close and Consolidation Hub

Configure access to roles for the relevant company or company hierarchy.
The
Close and Consolidation
 hub enables you to complete and view close and consolidation tasks and reports from a central location. With the relevant close and consolidation data and security permissions, accountants can use the hub to view and maintain their close and consolidation processes. The hub includes these sections:
  • Overview
  • Data
  • Close Tasks
  • Period Close
  • Financial Reports
  • Balancing Reports
  • Dashboards
  • Rules and Configuration
  • Suggested Links
  1. Set Up Hubs.
    On the
    Close and Consolidation Hub
     row, you can customize these content types for the hub:
    • Announcement headers.
    • Suggested links.
    • Text on cards.
    You can customize hub navigation to prevent specific sections from displaying in the hub, even when users have the relevant data and security permissions. Example: Your company doesn't use the revaluation task, so you hide the task from view.
    You can't customize the hub for individual users. Any changes you make to the hub affect all users.
  2. (Optional) Replace the default data visualization cards on the
    Overview
     page of the hub with insights from your own custom reports.
  3. Edit Domain Security Policies.
    1. Configure the
      Manage: Close and Consolidation Hub
       domain in the Advanced Close and Consolidation functional area to secure access to the
      Close and Consolidation
       hub.
    2. Configure domain security policies for the Consolidation Data report data source on the
      Process: Consolidation Data Capture
       domain in the Advanced Close and Consolidation functional area to secure access to the hub cards.
  4. Activate Pending Security Policy Changes.