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
- Accessing Reconciliations from the Reconciliations Card in Reconciling Accounts Using Account Reconciliation