New Features and Enhancements in Financial Analytics Winter 2024

The following new features have been introduced in the Winter 2024 release of Financial Analytics.

If you are upgrading from a previous version, see Upgrading to Financial Analytics Winter 2024. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

More Custom Fields for Financial Analytics Apps and New Fields for Financial Analytics Datasets

We have introduced the following enhancements to the Financial Analytics configuration wizard and datasets.

Financial Analytics Configuration Wizard

We have enhanced the configuration wizard to enable you to add more custom fields for the Transaction and Transaction Line Item objects in questions 4a and 4b. You can now add up to 100 custom fields for each question.

Financial Analytics Datasets

We have added the Account Owner Name field to the Financial Balances and the Financial Transactions datasets. This enables you to identify the owner of each account that the balances and transactions relate to.

We have also added the Parent Account Name and Parent Account ID fields to the Financial Accounts, Financial Balances, and Financial Transactions datasets. This enables you to identify the parent account of each account.

We have also added three new fields related to the close of financial periods to the Financial Transactions dataset. This enables you to group transactions according to the number of days between the end date of the period and the transaction date.

For more information, see Financial Analytics Data Reference.

Certinia Help Is Now Available from help.certinia.com

You can now access the Certinia Help and Technical Reference from help.certinia.com.

We have updated all the Help links included in Financial Analytics Winter 2024. For more information, see Certinia Help URL.