Transformation

Transformation turns collected raw data into Actuals transactions. Configure master data and mappings here, then inspect and reprocess results.

1. Set up master data — currencies, financial periods, and general ledger accounts.

2. Map sources — iterations and field mapping that convert raw rows into transactions.

3. Schedule processing — when the company-wide job runs and which sources it includes.

4. Inspect output — browse transformed transactions and reprocess files when needed.

Data collection and file upload live under Import. Matching and exceptions live under Reconciliation.

• Totals — active currencies vs total, financial periods, and GL accounts

• Transformation monitoring — recent pipeline events (Actions, Timestamp, Rule, Pipeline step, Source, Outcome), with Manage rules and View all events

• Go to cards — shortcuts into Currencies, Financial Periods, General Ledger Accounts, Mapping, Transformation Schedule, Manual Queries, Transformation Explorer, and File Transformation

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Transformation
├── Overview
├── Setup
│   ├── Currencies
│   ├── Financial Periods
│   ├── General Ledger Accounts
│   ├── Mapping
│   ├── Transformation Schedule
│   └── Manual Queries
├── File Transformation
└── Transformation Explorer

• Overview — landing / status for the Transformation area

• Setup — currencies, periods, mapping, ledgers, schedule, queries

• File Transformation — reprocess files and inspect transformation outcomes

• Transformation Explorer — browse transformed transactions

Overview

Setup

Transformation Explorer

File Transformation