Data portal for concurrent assessment

A non-transitory computer-readable memory having stored thereon a sequence of instructions which, when executed by one or more processors, causes the one or more processors to assess a closure status for multiple ledgers in an Enterprise Accounting System by:

• accessing a general ledger and a plurality of subledgers, wherein:
• each of the plurality of subledgers has a close period;
• the plurality of subledgers is comprised of a first subledger and a second subledger;
• the first subledger has a first close period comprising a first range of dates;
• and
• the second subledger has a second close period comprising a second range of dates that is different from the first range of dates;
• for each subledger in the plurality of subledgers, determining a close status for the subledger over the close period of the subledger, wherein:
• the close status of the first subledger covers the first close period;
• and
• the close status of the second subledger covers the second close period;
• translating the close status of the second subledger to cover the first range of dates of the first close period instead of the second range of dates of the second close period;
• determining a close status for the general ledger over the first period;
• and
• concurrently displaying together in a portal of a display device:
• an icon for the general ledger;
• the close status of the general ledger next to the icon for the general ledger;
• and
• for each subledger in the plurality of subledgers:
• an icon for the subledger;
• and
• the close status of the subledger next to the icon for the subledger;
• such that the close statuses throughout an organization can be concurrently assessed.

A system comprising:

• a processor;
• and
• a memory communicatively coupled with and readable by the processor and having stored therein a sequence of instructions which, when executed by the processor, cause the processor to filter a plurality of accounts in an Account Reconciliation Management System by:
• accessing a general ledger and a plurality of subledgers, wherein:
• each of the plurality of subledgers has a close period;
• the plurality of subledgers is comprised of a first subledger and a second subledger;
• the first subledger has a first close period comprising a first range of dates;
• and
• the second subledger has a second close period comprising a second range of dates that is different from the first range of dates;
• for each subledger in the plurality of subledgers, determining a close status for the subledger over the close period of the subledger, wherein:
• the close status of the first subledger covers the first close period;
• and
• the close status of the second subledger covers the second close period;
• translating the close status of the second subledger to cover the first range of dates of the first close period instead of the second range of dates of the second close period;
• determining a close status for the general ledger over the first period;
• and
• concurrently displaying together in a portal of a display device:
• an icon for the general ledger;
• the close status of the general ledger next to the icon for the general ledger;
• and
• for each subledger in the plurality of subledgers:
• an icon for the subledger;
• and
• the close status of the subledger next to the icon for the subledger;
• such that the close statuses throughout an organization can be concurrently assessed.