Redwood User Interface for Managing Balance Load Templates
The User Interface for configuring data loads is redesigned to use the Redwood style User Interface. Data loads are now referred to as balance loads, to more clearly reflect that the process is used to load account balances. In the configuration settings, the Data Loads tab is renamed to Balance Load Templates.
Use the Balance Load Templates tab to search, create, edit, and delete balance load templates (previously called data load definitions). The new History tab within each template provides visibility into changes made to the template, including fields that changed, their old and new values, user who made the modification, modification date, and modification type.
Business Benefit: This feature provides a more streamlined and intuitive experience to manage balance load templates. Enhanced search options and configurable columns make it easy to maintain balance load templates, thereby improving productivity. This feature also improves traceability and auditability of configuration changes that are made to balance load template definitions.
Key resources
- Configuring Balance Load Templates in Setting Up and Configuring Account Reconciliation