Financial Cube Editing

Follow

John Benza

• June 22, 2022 14:56

It would be nice to have an in-line Financial Cube editor that would enable a user to see the cubes grouped by Glav (Department), then GL Account, and the columns would reflect the financial periods. This would likely need to be a Visual Force Page to map the layout of:

    GLAV                                                Period 1          Period 2       Period 3   ......

Department           GL Account A         $AMT
                              GL Account B         $AMT             etc. etc... 
                              GL Account C         $AMT

The end user could Select the GLAV and the Account Periods (Curr Year; Curr QTR, Etc) and then all the GL Accounts and Amounts for the selected Accounting Periods would be displayed. The end user could Add/Change/Delete rows related to GL Accounts or they could edit any amounts on any of the rows.

Once they "Save" the page, all of the underlying financial cubes would be updated and the Opening Balances would be adjusted for each financial cube and each period. 

Today, editing budgets requires exporting to excel, manipulating and then re-importing and it is generally a pain and needs to be handled by someone proficient with data loader techniques so as not to totally mess up the financial cubes.

Additionally, a visual editor would preclude the end user from having to deal with Record Ids for various components that normally need to be managed in a spreadsheet when data loading... 

After all these years, I feel it is about time that AccountingSeed simplify the management of budgeting with financial cubes.

Sincerely,

John Benza
AccountingSeed Customer since 2011! 

1

• Official comment

  

  Preasha Hussain

  • June 30, 2022 03:39

  Hello John, 

  Thank you for this great suggestion and putting in the time to add helpful details! I will be submitting this request to the Product Development team.

  Comment actions Permalink
• 

  Rebecca Ralls

  • June 23, 2022 06:12

  Having a more user friendly way to edit budget info would be REALLY useful.  I would upvote more than once if I could ;-) 

  When i first saw your post though, I almost disregarded it, because I thought you meant transactional financial cubes, which can't/shouldn't be edited at all.  But budget financial cubes, yes * 1000!

  1

  Comment actions Permalink
• 

  John Benza

  • June 30, 2022 14:49

  Preasha Hussain,

  I would be more than willing to have a discussion with the development team if/when they undertake this. I have been using the financial cube budgeting all the way back to 2011-2012 and have examples of the issue and the desired outcomes. More than willing to help make AccountingSeed the BEST product for financial management on SalesForce!

  jjb

  0

  Comment actions Permalink

Please sign in to leave a comment.