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Create periods in bulk in under 3 mins

edited Sep 17, 2024 2:55PM in Account Reconciliation

Oftentimes, you are having to create a lot of periods within EPM Cloud Account Reconciliation. With the help of Import Periods from file, you can create periods in bulk. Details are here:

Within Data Integration as well, you can import Global Mappings and Application Mappings - using the Actions Menu.

As part of this webinar: Jun 2024 - BAI Bank Statement Balancing, Daily Period Tips, Object Storage for attachments

I have used an Excel template to create periods with zero effort. The template is attached here:

You can tailor it to suit your requirements.

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