Period End Workspace

The Period End workspace contains the following components:

Navigation Pane
Alerts
Counts
Chart
List View

Navigation Pane

The Navigation pane provides links to navigate to the most frequently accessed pages that are relevant to your role.

Alerts

Alerts provide you with information to highlight important details about your projects. To display a list of detailed records specific to each alert, click View Details.

The following alerts are available from the Period End workspace.

Name	Description	View Details
In Progress Journals	The count of all journals in progress at the current date, and the total sum of their value expressed in home currency.	Displays a list view of journals in progress.
Due Bank Reconciliations	The count of all bank accounts not reconciled for 30 days or more, and the sum of all unreconciled transactions expressed in home currency.	Displays a list view of bank statements including the status. If the alert does not display the Unreconciled Transactions Total value, schedule and run the Unreconciled Transaction Total Batch: From Setup, click Apex Classes \| Schedule Apex. Enter a job name. In the Apex Class field, enter UnreconciledTransactionsScheduler. Specify the frequency, start and end dates, and the preferred start time. For more information on the available options, see the Salesforce Help. Click Save. After the scheduled batch has run, the alert shows the latest Unreconciled Transactions Total value.
Draft Transaction Reconciliations	The count of the draft transaction reconciliations, and the number of transaction lines selected.	Displays a list view of transaction reconciliations that have a "Draft" status.

Name

Description

View Details

In Progress Journals

The count of all journals in progress at the current date, and the total sum of their value expressed in home currency.

Displays a list view of journals in progress.

Due Bank Reconciliations

The count of all bank accounts not reconciled for 30 days or more, and the sum of all unreconciled transactions expressed in home currency.

Displays a list view of bank statements including the status.

If the alert does not display the Unreconciled Transactions Total value, schedule and run the Unreconciled Transaction Total Batch:

From Setup, click Apex Classes | Schedule Apex.
Enter a job name.
In the Apex Class field, enter UnreconciledTransactionsScheduler.
Specify the frequency, start and end dates, and the preferred start time. For more information on the available options, see the Salesforce Help.
Click Save. After the scheduled batch has run, the alert shows the latest Unreconciled Transactions Total value.

Draft Transaction Reconciliations

The count of the draft transaction reconciliations, and the number of transaction lines selected.

Displays a list view of transaction reconciliations that have a "Draft" status.

Counts

Counts summarize the number of records found on corresponding list views that are relevant for the Period End workspace. Counts enable you to quickly access related content. To display a list of detailed records specific to each count, click the count.

The following counts are available from the Period End workspace.

Name	Description	View Details
Currency Revaluations in Progress	The count of currency revaluations in progress.	Displays a list view of the currency revaluations in progress.
Currency Revaluations Last 30 Days	The count of currency revaluations created in the last 30 days.	Displays a list view of the currency revaluations created in the last 30 days.
Journals Posted Last 30 Days	The count of journals posted in the last 30 days.	Displays a list view of the transactions of the type "Journal" posted in the last 30 days.

Your administrator can customize the Currency Revaluations in Progress, Currency Revaluations Last 30 Days, Journals Posted Last 30 Days count cards using the Lightning App Builder, for more information, see Setting up Certinia Count Cards .