The Balances tab displays a home page that lets you quickly create and view balances. Using standard or custom list views, you can also sort and filter your folders. In addition, it enables you to view, edit, and change owner detailed information on each folder.
Clicking the Balances tab displays the Balances home page, where you can view a list of balances matching specific criteria and perform actions such as creating and deleting folders.
More about the home page
- To view a specific list of records, click
and select the relevant list view. Using Classic - To manage your list view, click
. Using Classic - To view a record's details, click its name in the list.
- You can edit some values directly from the list view. To edit a value, hover over the field until
is displayed, then click the field. Press Enter to apply your edit, then click Save (shown below the list view). Using Classic
What are Balances?
Balances are special containers for storing data grouped by a specific category. They are easy to use in standard Salesforce reporting and FinancialForce Planning reporting systems. To get a list of recent balances, you must start updating them. In this case, old balances are deleted, and new balances are created in Salesforce batches according to special balance rules.
The diagram below illustrates the sum of expenses for each company, project, subtype, or even for all categories simultaneously. The balance rule allows you to customize grouping categories, filter data, and more.
