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Adaptive Planning
Last Updated: 2023-06-23
Show Details in OfficeConnect for Financial Management

Show Details in OfficeConnect for Financial Management

To provide additional context for your financial reporting and reconciliation, we now support line memo and plan lines for Show Details.

View Line Memos in Show Details

Release: 2024-03-09
You can now configure line memo, memo, and external reference ID for Show Details in the Financial Reporting and Analytics data model. This enables end users to:
  • Do ad-hoc analysis to investigate fluctuations or abnormalities.
  • Categorize certain sub types of activities for reconciliation.
  • Isolate payments to suppliers by contract.
  • View quick notes to differentiate the transaction types.

Show Details for Plan Lines

Release: 2024-03-09
We now support Show Details for plan lines. End users can then use the Show Details option for both Actuals and Plans. Previously, we supported Show Details only for actuals.