SECTIONSNew Features and Enhancements in Intelligence Analytics Winter 2024
The following new features have been introduced in the Winter 2024 release of Intelligence Analytics.
If you are upgrading from a previous version, see Upgrading to Intelligence Analytics Winter 2024. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.
Intelligent Cash Flow Forecasting with Einstein Recommendations, Bank Reconciliation Data and Dashboard Redesign
We have introduced the following enhancements to the Cash Flow Forecast - Intelligence dashboard and the Financial Transactions - Intelligence dataset.
Cash Flow Forecast - Intelligence Dashboard
We have enhanced the Cash Flow Forecast - Intelligence dashboard to add data from your bank reconciliations and Einstein recommendations and improve the user experience when using the dashboard.
For more information about the dashboard, see Using the Cash Flow Forecast - Intelligence Dashboard.
Bank Reconciliations
We have added bank reconciliation data to the Summary tab. This enables you to view the opening balance and estimated closing balance for the current period or quarter.
Added and Removed Charts
We have added and removed the following charts from the Summary tab:
- Collections This Period/Quarter KPI - replaces the Collections This Month/Quarter donut chart.
- Payments This Period/Quarter KPI - replaces the Payments This Month/Quarter donut chart.
- Opening Balance KPI
- Estimated Closing Balance KPI
- Collections and Payments Analysis - replaces the Cash Flow Analytics and Forecast Analysis bar charts.
This enables you to view your bank reconciliation data along with your collection and payment data and facilitates the navigation.
Improved User Experience
We have made several changes to the design of the dashboard to improve the navigation.
Einstein Recommendations Tab
We have included a new tab in the dashboard to display improvements that you can perform to obtain a better outcome for Days to Pay for your overdue and forecast collections and payments.
Financial Transactions - Intelligence Dataset
We have added new fields detailed below to the Financial Transactions - Intelligence dataset.
For more information, see Intelligence Analytics Data Reference.
Bank Reconciliation
We have added new fields related to the Accounting Bank Reconciliation object. This enables you to view the opening balance and the estimated closing balance for the current period or quarter.
We have also added a new filter node to the Intelligence Analytics recipe to retrieve only bank reconciliations with a status of "Complete".
Accounting Company, Accounting Currency, and Bank Account
We have added new fields related to the Accounting Company, Accounting Currency, and Bank Account objects.
This enables you to view information related to the companies and bank accounts that relate to your bank reconciliations.
Einstein Discovery Days to Pay Model
We have added new fields derived from the Einstein Discovery Days to Pay model. This enables you to view actions that you can perform to improve the outcome for Days to Pay for your overdue and forecast collections and payments.
Certinia Help Is Now Available from help.certinia.com
You can now access the Certinia Help and Technical Reference from help.certinia.com.
We have updated all the Help links included in Intelligence Analytics Winter 2024. For more information, see Certinia Help URL.
Release Content
We want to help you find all of the information and resources that you need to use our products effectively.
Certinia Trailhead
If you want to learn more about the new features in this release, see the ERP Cloud - Winter 2024 Release Highlights Certinia Trailhead module. This module will guide you through the new features in ERP Cloud.