Procedures' title

For country accounting procedures, the title must follow this rule:

• Acronym of the country - Company Code (optional) Description

e.g. US - 4290 Equity Earnings

BR - Benefits Cycles

• More than one country:

e.g. BR and VE - Standard Cost Report

APAC - Bank Reconciliation

For worldwide procedures, the title is defined in the Organizational Processes Design (OPD).

Check each OPD here.

Tasks' title

Each task must follow the OPD name convention - I "do" something.

Examples:

• I create / prepare / identify / fill in / update / add / calculate / extract ...
• I post / check / analyse / follow-up / compare / inform / archive ...
• I receive / download / request / collect ...
• I communicate / send / approve ...
• I run the SAP transaction ...
• I perform the posting ...
• I perform a consistency check between ...
• I provide the necessary assistance ...

How to create a procedure

Follow the steps described in the image that exemplify the case of Italy.

1. Select the folder where you want to create the page

2. Select Create OR Document a new operation

Then you must select the template according with the type of procedure you are creating.

• WW and Country Accounting: Finance Servile Line Operation template (in pink)
• SAP Transactions: SAP Transaction / Report instruction (in blue)

Where to create a procedure

Each type of page must be placed in a specific folder.

Label convention for WW/Country Accounting procedures

Each WW/Country Accounting procedure has the following labels:

• Unit/Domain

Check the list of labels to know which labels to use according with the unit/domain of the procedure.

E.g. If the unit/domain is Financial Accounting/Intercompany, then the labels are .

• Scope of applicability

  Scope of applicability	Labels to use
  Worldwide	ww
  Country Accounting (select according with the applicable country or group of countries)	belux bulgaria dach finland france iberia italy netherlands poland uk_ie emea_transversal australia china india japan south_korea thailand apac_transversal lam nam

  
  

Label convention for SAP transactions

Each page within SAP Transaction has the following labels:

• Type of page

  Type of page	Labels to use
  SAP Transaction Codes	sap_transaction
  SAP Messages	sap_messages
  SAP Reports	sap_report

  
  

• Transaction code
  Write down the transaction code in lowercase letters, e.g. the label for 4KE5 is

How to add/change labels

You have two options to add/change labels:

1. At the end of the page

Go to the end of the page and press

2. In the edition mode

In the edition mode and press

Write down the label and press Add.

Add all necessary labels and when finished press Close.

Important remarks

Images pasted from another Confluence page will reference the images from that page. So, if that page is restricted to viewing only by you, other people will not be able to see the images.

You must attach the images to your Confluence page to prevent images from not displaying.

Warning: Do not COPY and PASTE (Ctrl C and Ctrl V) the images into your Confluence page.

TO ADD!!!!

How to check attachments

Select

Click on Attachments.

You can see all attachments of your page and also (see image below):

• Check all attachments' versions
• Preview your attachments
• Download all last version attachments
• Delete attachments
• Upload new attachment(s)

How to insert files/images

What is a macro

How to insert a macro

E.g. Warning, information or notes boxes.

Click on

Select Other macros.

Search the macro that you want:

1. In the Search Bar by the name

2. In the Lateral Menu by thematic

Check the example below for warning boxes:

Any macro can be inserted by writing down { followed by the name of the macro, e.g. {warning.

Finance Glossary

The Finance Glossary in confluence provides information regarding terms used in Finance.

In this glossary, we can add acronyms or terms defined in section 2 of each procedure which will be redirected to the respective letter in Finance Glossary (check how to insert a link). The advantage is to have only one repository of terms.

The Finance Glossary is within SBS - Finance - Know more.

You can select a letter in the Page Tree or in the page of Finance Glossary.

You can contribute to this glossary by adding/updating terms.

How to add a term in Finance Glossary

Select the letter with which you term begins.

Click on

Fill in the fields:

• Title
  Write down the name of your term, e.g. CAM
• Definition
  

  Write down the meaning of your term, e.g. for CAM we can write Acronym of Company Accounting Manager.

• Labels (leave it blank)
• Synonym(s) (optional)
• Abbreviation(s) (optional)

Then press Add term.

How to edit a term in Finance Glossary

Select the letter with which you term begins.

Click on

Find the term that you want to edit.

You can edit the definition of the term directly.

Or you can select the term and click on Edit.

Then you can change the configurations of the term (except the definition for which there is no need to open the popup).

After the changes press Save.

Finally click on on and your term is updated.

Always use the link provided in the share button and NOT the link in the address bar.