Creating Balance Attributes

Service Administrators can define up to a maximum of 20 balances attributes in an application.

To create a balance attribute:

1. From Home, select Application, then Configuration
2. Click the Attributes tab.
3. Click the Balance tab.
4. Click Add. The New Balance Attribute dialog displays.
5. In Name, enter a unique name for the balance attribute.
6. In Type, select the type of attribute (Group is not selectable). See About Custom Attributes.

   Depending on the type selected, some additional information may need to be provided.

7. Select Reopen if you want the reconciliation to be reopened with the Preparer when the value of this balance attribute changes.

The created balance attributes will appear automatically in the Dimensions tab of the Reconciliation Compliance Balances target application. The Dimension that you associate with a balance attribute must be a LOOKUP dimension classification with a UD data table or Attribute dimension with an ATTR data table.

Note:

When loading balances using Data Integration, balance attributes of type Multi-line Text will not enforce limits on the number of lines.

Note:

The maximum number of balance attributes that can be defined in an application is 20.