Data entry in the Excel add-in

Enter data in forms

The Excel Add-in allows you to work through forms, perform data entry on gross and intercompany amounts, insert journals and enrich data by inserting comments and adding attachments. For more details, see Data entry in cells.

Running tasks from forms

It is possible to run and mark as finished tasks from the processes’ task workflow via the Excel add-in. In particular, when the task includes the entry of data in a form, it is possible to run and complete it in the add-in. See Workflow panel.