Reorganized Actions Menu on Data Integration Page

The Actions menu on the Data Integration page has been updated for improved usability. Previously, all available actions were listed together under the Actions menu. Now, certain action items have been grouped under the new Setup and Configure sub-menus.

Options now under Actions > Setup:

  • Applications
  • Locations
  • Period Mapping
  • Category Mapping
  • Query

Options now under Actions > Configure:

  • System Settings
  • Security Settings
  • Agent
  • Download Agent

Image shows the Data Integrations Actions menu

Image shows the Data Integration Actions menu

Applies to: Account Reconciliation, Planning and Budgeting, Close Management and Consolidation, Profitability and Cost Management, Tax Reporting

Business Benefit: This change helps customers to select a list of actions related to a specific context.

Key Resources