Joint Venture Account Sets Usability Improvements

Manage joint venture account sets with a more intuitive user flow. 

Use an editable grid to improve the creation and updating of filter sets and filters in Joint Venture Account Sets.

Account Sets with Filters

Business Benefit:

  • Improvements to the management of filter sets and filters simplify the experience for a joint venture accountant when creating and updating joint venture account sets.
  • This new streamlined user experience improves the productivity of a joint venture accountant by significantly reducing the time and effort required to create and update a joint venture account set.

Here's the demo of these capabilities:

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

  • For more information, refer to:
    • Implementing Joint Venture Management guide and
    • Using Joint Venture Management guide.

Access Requirements

  • Joint Venture Application Administrator
  • Joint Venture Accountant