Digital Budget Book on ClearDocs

Add or Remove Account Detail from Financial Schedules

In this release, we have added the ability for users to add or remove account detail rows (formerly referred to as “line items”) to system-generated financial schedule tables. Through the configure option, either on a specific table on a page or through document settings, the user can now toggle on the option to show account details. Users can also choose to add the Account ID and ERP column when adjusting the schedule configuration schedule to show those details.  

Insert Saved Dynamic Figures

Every time a dynamic figure is created it is saved. If a user wants to reuse a previously created dynamic figure anywhere else in their document, they will now have the ability to do so. This will save users time in not having to recreate the same dynamic figure over and over again in different places.  In the dynamic figures modal there is now an option to select “Existing Dynamic Figures”. When the user selects this option they will be presented with a table view of all of the figures they had previously created. The user can add columns to get more information about each figure that was created as well as switch between account-based and manually created figures. The user can also click the actions option to expose a tray that will display more information to the user about what parameters make up that dynamic figure value.