Adaptive Insights 2019.1 Release is Now Live!
We’re happy to announce the Adaptive Insights 2019.1 General Availability is now live. The new release includes enhancements to integration and security. It also includes enhancements to Adaptive Insights for Sales.
Please review the self training material prior to attending one of the scheduled Q&A sessions. The 2019.1 release self-training is available here.
Enjoy using these new features and participating in our training!
It just got easier to keep your planning accounts and attributes in sync with changes in your ERP and other source systems. You can load accounts and attributes in bulk and update their properties at the same time.
With the new Workday adapter, you can import data from Workday Financials and HCM into Adaptive Insights and also drill back into Workday to view the underlying transaction details. The Workday adapter will be available April 12, 2019.
Adaptive Insights now supports NetSuite 2018.1 endpoint and the ability to integrate with NetSuite through token-based authentication, which is necessary for supporting NetSuite’s two-factor authentication. NetSuite’s deadline for the update is April 8, 2019. Your action is required and here are the steps you need to take by April 8, 2019.
Adaptive Insights for Sales
Enhanced Multi-Instance Data Sync: For any linked modeled sheet, you can get data from the actuals version in the sales planning instance and sync data to your financial planning instance.
Please register here for the Adaptive Insights 2019.1 Release Q&A Webinar.
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Spotlight on Accounts
Accounts is one of the basics needed to build your models. They are containers for holding raw number, formulas, metrics, actuals and other data. At Adaptive Insights we support a bunch of them: general ledger, custom, metric, assumptions, modeled, and cubed.
Check out our rewritten Accounts articles. Browse the Accounts table of contents. Look for:
- A tour of the Accounts user interface
- Comprehensive list of account field definitions, organized by account types
- Linked accounts overview and use cases
- How to import accounts or how to reorganize the account structure
Popular Account Articles
- How to Create and Display Financial Metrics in Adaptive
- Difference Between Metric and Custom Accounts
- Why can’t I edit my assumption accounts?
- How do I reference multiple values using a link account?
- What is the difference between a metric account and a custom account?
- Why don’t metric accounts accept time modifiers?
Account User Guide Articles:
At Adaptive Insights, we want you to get answers to your questions as quickly as possible. Chances are we’ve got it documented. Search or browse the Knowledge Center for tips, tricks, work-arounds, and best practices written by the subject matter experts. Search by key word and optionally sort by Show Me > FAQs:
Browse by FAQ Categories:
Visit the Knowledge Center by logging into Adaptive Insights and clicking the Help icon or by navigating to Support > Help from the navigation menu. Keep the Knowledge Center handy by bookmarking on your favorite browser.
Customer Journey Library
Every company has unique challenges and organizational priorities. And that means success looks different for every customer. We believe your Adaptive journey should reflect your unique priorities and vision of success. The Customer Journey Library can help you navigate the ins and outs of Adaptive Insights. Watch videos and read articles on best practice solutions to help you address the business planning issues you are facing today.
Browse the Knowledge Center to find answers to frequently asked questions. To get there, click '?' for contextual help or Support from the left navigation menu.
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