Load Additional Information with Balances by Using Balance Attributes
When loading balances, you can now load additional information related to them through your integration. This additional information can then be used when defining format rules, profile rules, filters, columns, dashboards, and calculated attributes. You need to create balance attributes to load additional data related to balances.
Business Benefit: Additional balance attributes enable Service Administrators to make rules more effective and also provide improved insights into your data through dashboards and reports.
Key Resources
- Defining Balance Attributes in Setting Up and Administering Account Reconciliation