Company workflow

Status icons
IBM® Controller Web uses icons that the indicate the status of form, journals, intercompany reconciliation, and account reconciliation.
Populate
You can enter data in IBM Controller Web using either standard forms or free forms. You can enter year to date (YTD) period values manually or transfer them automatically using a file from an external system.
Import data
In Controller Web, you can define lookup tables and import specifications, and validate and preview the data before you import it.
Drilling down into a balance
In forms that contain imported data, you can drill down into a value to see the imported transactions that make up the value and if the sign of the amount was changed when it was imported.
Intercompany reconciliation
With intercompany reconciliation in IBM Controller Web, you can reconcile transactions between a company and all the counter companies where intercompany transactions exist. The purpose of the intercompany reconciliation is to provide a quick way of tracing differences before consolidation calculations are performed.
Journals
Use journals to correct and adapt your reported data. Journal types are defined in IBM Cognos Controller menu Maintain > Configuration > Define > Closing Versions/Journal Types and can be in read/write depending on the settings in the user rights
Account reconciliation
Account reconciliation helps you find any differences that must be fixed before you can submit your report. Reconciliation is necessary if you want to check that entered and imported values are correct. If the reconciliation is completed without errors, you can update the status of the company in IBM Controller Web.
Review
Reports provide basic reporting and analysis for a reporting site in IBM Controller Web.
Submit
To be able to submit your reporting (the Submit button is active) in IBM Controller Web, a couple of conditions must be met.