“Financial Reporting” Replaces “Account Schedules”

Business Value

For this feature all I can say is FINALLY!!! It was so confusing teaching customers about Account Schedules and then they would ask where are my Financial Reports??? So excited for this simple, but very impactful change.

Feature Details

You will now be able to type in the Tell Me Financial Reporting and you will find your new Financial Reports which were previously Account Schedules. These are the same standard objects you could build before with some new features that were released in Wave 1.

The objects will be replaced with Row Definitions and Column Layouts become Column Definitions. These will still both have the ability to edit each definition separately. You will be able to now copy the Column Definitions and adjust easily.

The Overview option which is how you displayed a drill down version of your Account Schedules will be renamed Financial Report.

Can’t wait to see this new simple feature to assist customers in less confusing financial reporting!