Introduction
Controller is integrated with various IBM Cognos® products to provide a complete solution for analysis and reporting.
Getting started
On the General 1 tab, check the Use Period Locking on Company Level option and select the closing version in the Closing Version text box. This ensures that on submission a company is set to Ready and locked for data entry status.
Controller Web workflow
In IBM Controller Web, you can report for one or more subsidiaries in to the financial consolidation for a group.
Before you do a financial consolidation, set or verify the language and date formats to use. For more information, see Setting language and date formats.
- On the landing page, click View all on the Open projects section and open a project.
- Select a company and a submission
- Populate the forms with data
- Reconcile intercompany transactions
- Manage the journals
- Check the account reconciliation
- Review your data
- Submit your data
Audience
To use this guide, you should have an understanding of Controller.
Finding information
To find product documentation on the web, including all translated documentation, access IBM Documentation (https://www.ibm.com/docs/en).
Forward-looking statements
This documentation describes the current functionality of the product. References to items that are not currently available may be included. No implication of any future availability should be inferred. Any such references are not a commitment, promise, or legal obligation to deliver any material, code, or functionality. The development, release, and timing of features or functionality remain at the sole discretion of IBM.
Accessibility features
Accessibility features help users who have a physical disability, such as restricted mobility or limited vision, to use information technology products. IBM Controller Web has accessibility features. For information on these features, see Accessibility features.
IBM Controller HTML documentation has accessibility features. PDF documents are supplemental and, as such, include no added accessibility features.