Adding, Modifying, or Removing Financial Categories

Financial categories identify groups of accounts for reporting with Oracle Transactional Business Intelligence. By default, Oracle Financials Cloud General Ledger applications in Oracle Enterprise Data Management Cloud have the same set of financial categories as default Oracle Financials Cloud General Ledger applications. These values are stored in the FINANCIAL_CATEGORY lookup table in Oracle Financials Cloud. If you have modified these values in this lookup table for your Oracle Financials Cloud General Ledger application, you must make the same modifications to the categories for that application in Oracle Enterprise Data Management Cloud.

To add, modify, or remove financial categories:

1. Perform an action:
   • Add a financial category:
     1. Click Add.
     2. Enter a label and value for the financial category.
     3. Click Next to add the category.
   • Edit a financial category:
     1. Click the name of the financial category.
     2. Edit the label or value for the financial category.
     3. Click Next to save your changes.
   • Remove a financial category:
     1. Find the financial category that you want to remove.
     2. Click .
2. When you have finished editing the financial categories, click Next.

   The Review the Registration Before Applying Changes page is displayed. Continue with Applying Registration Changes.