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TC-08134 : Setup Allocations as Reminders
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Process Area : F&A
Prerequisites
Login using Kimray Accounting Supervisor Allocation feature has been turned on.
Steps To Execute
Role: Accounting Supervisor 1. Navigate to the home dashboard 2. Under Reminders hover over the three dots at the top and click Set Up 3. Click Allocation Schedules due and save. Moving forward when you navigate to Reminders section you will see Allocation Schedules due setup as a Reminder
Expected Results
1. Reminders display Allocations for the time period that have not yet been created 2. Allocation Journals can be created by clicking on the reminder list and viewing the schedule from which a Journal can then be created.