Submissions

The submission status window displays a list of the submissions in a project.

submission status window

To filter the list by company or company and group, click the down arrow apply view filter icon and select a filter. To create a new filter, click Create view filter create view filter icon. For more information about how to create a view filter, see Creating a view filter.

The Submission Overview list shows the reporting status and lock status for each company. You can filter the Submission Overview list by reporting status. The Submission Details list shows the status of each of the forms in the companies in the submission. The statuses in both lists are updated periodically. You don't have to refresh the window. You can filter the Submission Details list by form status.

Under Actions, you can do the following actions:
Quick consolidation quick consolidation icon
For more information, see Consolidating a period and actuality
Go to company workflow go to company workflow icon
For more information, see Populate
Access other functions from the Action actions icon menu:
Go to data import
For more information, see Adding a file.
Set company to ready
This function is not available for companies with the Reporting Status Missing and Processing. For more information, see Managing the form status.
Tip: To set the status for multiple companies at once, see Multiselect for company actions.
Lock/Unlock company
Toggle between locking and unlocking the company. The lock status of the company is displayed in the Lock Status column in the Submission Overview list.
Tip: To lock or unlock multiple companies at once, see Multiselect for company actions.

Notifications are displayed in the submission status window. For more information about notifications, see Notifications.

Click Overview to see a graphical view of the submissions in the project.

On the right side of the window, click the left arrow left arrow icon to see the status of your consolidations from the last three days. In the pane that opens, click My Latest Consolidations to display a list of your consolidation jobs for the last three days. Click View all consolidations to see all consolidation jobs. For more information about consolidation jobs, see Viewing all consolidation jobs.

To see details about a company, click a company in the company list, and then on the right side of the window, click the left arrow left arrow icon. In the pane that opens, click Details to see information such as the date it was last updated, who updated it, and the currency code.
Note: If no company is highlighted in the company list, then you don't see Details in the pane that opens.