Ability to Select Frequency in Period Filter

In the Period filter, users can now use the new drop-down list to select the required frequency in the following:

  • Reconciliations List
  • Worklist
  • Alerts List
  • Overview dashboard
  • Compliance dashboard
  • Create Reconciliations dialog, when creating reconciliations from the Profiles page
  • Import Pre-Mapped Transactions dialog
  • Import Pre-Mapped Balances dialog

The list of periods is filtered based on the selected frequency.

Business Benefit: This feature provides ease of use by making period selection simpler when there is a large list of periods.

Key Resources