Configuring the Bank Balances widget

  1. Click the ellipses icon and select Configure. The Configure Widget window is displayed.
  2. Specify this information:
    Company
    The code of the finance company.
    Note: You can select a value from the list of companies which are retrieved from the Companies (tcemm1170m000) session in Infor LN.
    Taxonomy
    The code of the taxonomy account.
    Note: The values are retrieved from the Taxonomies (tfgld1170m000) session in Infor LN.
    Period
    The month for which the data is retrieved from Infor LN and displayed on the widget.
    Year
    The year for which the data is retrieved from Infor LN and displayed on the widget.
    Period Type
    The duration of the period for which the data is retrieved from Infor LN and displayed on the widget. Possible values:
    • Year to Date
    • Month to Date
    Include Non-Finalized Transaction

    Select this checkbox to include Non-Finalized Transaction in the widget.

    Include for context selection
    Select this checkbox to include default data in the selection widget.
    Note: This check box is displayed, only if this widget is added to the homepage along with the Selection widget.
  3. Click Save to configure