---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a financial data source - Legacy

# Create a financial data source - Legacy {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Database columns referring to raw expense details must be identified to create a new
data source in Financial Management.

## Antes de Iniciar

Role required: itfm_plan_analyst, admin, cost_transparency_admin

## Por Que e Quando Desempenhar Esta Tarefa

Data sources are available for both Financial Modeling and Financial Planning
applications.

## Procedimento

1. Navigate to AllFinancial ModelingData SourcesSetup.
2. Click New.
3. On the form, fill in the fields.  
   {#create-data-sources__table_kq1_mkg_cx__entry__2}

   | Field | Description |
   |-|-|
   | Name | Enter a descriptive name for the new data source record. |
   | GL Account | Select the database column that refers to general ledger account expenses. |
   | Amount | Select the database column that refers to actual expense amount. |
   | Table | Select a database table with actual raw expense data. The Table field shows the source from where the financial data is retrieved. The source of the Financial Modeling application is no longer confined to the General Ledger Staged table alone, but can point to any table with financial transaction information. Any table in the platform can be used as long as the mandatory column requirements of representing amount, account number and date are met. |
   | Currency | Select the database column that refers to currency values for the expenses. |
   | Posting date | Select the database column that refers to the date when the expense was incurred. |
   | Condition | Apply conditions to filter records. |
   [Tabela 1. Financial Data Source form]

   {#create-data-sources__table_kq1_mkg_cx}
4. Click Submit.

## O que Fazer Depois

Create field maps for the data source.