The Financial Analysis task has been enhanced to allow for the download of the data captured in the Financially Analysis task as a CSV file. This will empower users to fulfill any external or internal audits as required.
The financial analysis task can now be configured so that the Actuals, Scenarios and Summary Tab can be merged in a singular view. This will empower users who have a preference to see this data merged on the same screen. Previously, a user would not have this option as the Actuals tab would be mandatory for the Financial Analysis task.
The financial analysis task has been enhanced so that a user can defer a particular entity's financial analysis. This will enable users' flexibility to choose which financial analysis to further review.
The Financial Analysis Import functionality has been enhanced to support the import of Scenarios. Previously, the import was restricted to the Actuals and this enhancement will further reduce the need for manual data entry.
The financial analysis task has been enhanced so that the minimum capture of financial items in the Scenarios Tab is now pre-populated upon a user opening the task. Previously, this functionality was limited to the Actuals tab in the Financial Analysis task.
The financial analysis scenario tab has been enhanced so that a user can reorder columns. This will ensure fewer clicks for users since the previous workaround was to delete the columns and readding them if a re-order was desired.
The financial analysis task has now been enhanced so that users are able to bulk delete in the Scenarios and Summary Tab. This will ensure fewer clicks for users and complements the bulk add feature within these tabs.
The introduction of the Read Only Validation for Data Group Policy Requirements will also apply for Financial Groups in the Financial Analysis task. This will ensure the control & flexibility for clients to configure the ability to add or delete financial items in a financial group.
The Financial Analysis Import functionality has been enhanced to support the import of Actuals financial information for Related Parties. Previously, the import was restricted to the main entity and this enhancement will further reduce the need for manual data entry.
The Custom Task Provider functionality has been updated to support instances when it is used in conjunction with the Summary tab in the Financial Analysis task. Furthermore, when enabled in journey builder, the custom task provider button and the save button have been merged to provide a better user experience to enable the action from a single click.