YonSuite Close Ownership Dashboard: Manage Deadlines, Dependencies and Escalation
Centralise close tasks, dependencies, owners, evidence and overdue escalation.
Learning objective
Create a close mechanism measuring timeliness, rework and bottlenecks.
Roles
Finance, cost accounting, process owners, IT, key users, consultants and audit
Prerequisites
- Confirm entity, period, currency, masters and access.
- Prepare approved normal and exception data.
- Define approval, cut-off and change rules.
Completion checks
- Results trace to source and accountable role.
- Quantity, amount, period and status are reviewable.
- Exceptions retain cause, action and closure evidence.
Common errors
- Overwriting historical versions.
- Masking source errors with manual adjustments.
- Testing only normal flow.
Thailand project note
Thai implementations should confirm Thai/English masters, THB and foreign currencies, Asia/Bangkok time, segregation, approval and local retention. This is an ERP control guide only; VAT, WHT, BOI, customs and statutory-accounting conclusions require qualified Thai professional review.
Related modules
Steps
- 01
List subledger, reconciliation, adjustment, review and lock tasks.
- 02
Assign owner, reviewer, predecessor and completion evidence.
- 03
Define planned start, deadline, risk level and escalation path.
- 04
Update daily and distinguish not started, active, blocked and verified.
- 05
For overdue work, record cause, impact and recovery plan rather than only changing date.
- 06
After close, review timeliness, rework and blocked duration and improve template.
Implementation notes
- Pilot one entity and period.
- Exceptions require source, owner and closure evidence.
- Menus and fields depend on current release and blueprint.
References
- YonSuite 客户成功服务 ↗用友 · Accessed: 2026-08-21 · Applicable version: 业财对账及财务服务官方范围；具体菜单以客户版本为准
- U9 cloud 精细化成本 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 多成本核算、订单、项目及工序成本官方范围
- U9 cloud 成本管理数智化 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 成本要素、计算、标准实际对比及分析公开说明