Analyze Secondary and Reporting Currency Ledgers in Balances Dashboard

This enhancement extends the Balances Dashboard to secondary ledgers and reporting currency ledgers, allowing finance users to review year-to-date account balances for the selected ledger. The Balances dashboard displays selected period's YTD balances for accounts within the secondary ledger.

The enhancement requires Oracle Enterprise Command Center Framework Release 12.2 V12. It supports financial reporting, reconciliation, transaction monitoring, anomaly detection, and compliance checks across additional ledger representations.

Steps to enable and configure

  1. Confirm Oracle Enterprise Command Center Framework Release 12.2 V12 or later.
  2. Validate secondary ledger and reporting currency ledger setup, ledger security, and balance generation.
  3. Grant users access to the ledgers they need for balance review.
  4. Run or refresh the Balances Dashboard data load for the ledgers in scope.
  5. Validate YTD balances, currency, and period filters for secondary and reporting currency ledgers.

Tips and considerations

  • Review ledger and currency labels carefully when preparing screenshots or user training.
  • Use ledger security testing to confirm that users see only authorized ledgers.
  • Reconcile dashboard refresh timing with General Ledger balance maintenance and period close activities.

Key resources

Oracle General Ledger User's Guide 
Oracle General Ledger Implementation Guide
Transfer of Information
R12.2.13+ TOI: Implement and Use General Ledger - Oracle General Ledger Command Center

Access requirements