A fresh approach to accelerating the Financial Close

Size: px
Start display at page:

Download "A fresh approach to accelerating the Financial Close"

Transcription

1 A fresh approach to accelerating the Financial Close

2 What does the Cloud CFO solution provide? For group finance facing the chore of a slow manual consolidation process using spreadsheets, Cloud CFO offers a novel and powerful solution that will: Accelerate the financial close Significantly reduce cost Eliminate reliance on software vendors Allow control to remain within the Finance team Cloud CFO automates the integration of financial data from multiple entities to create a unified, consolidated set of management or statutory accounts for group finance. Cloud CFO provides a dynamic comparison of current, historical, forecast and budget financials, giving management an overall view of the financial performance and positioning of the group. Why is it different? Cloud CFO is based on ground-breaking R&D work funded by the UK Government s investment in SMART technologies. Cloud CFO technology is currently in use by leading banks and retailers. At first glance, the solution looks and feels exactly like working with a set of normal spreadsheets; however each of these spreadsheets is enhanced by a connection to the secure Cloud CFO Server. As each member of the finance team changes data in their local spreadsheet, updates are synchronised in the Cloud so that every other member in the team sees the same up to date single version of the truth. Cloud CFO customers tell us that the most important benefit they find is that they can now combine their years of expertise with the flexibility of their own spreadsheets to build a perfectly customised model for their unique needs. Other immediate tangible benefits: Cloud CFO automates a previously manual process so that finance can focus on more valuable tasks Consolidation is complete in minutes rather than days Comprehensive auditing is inbuilt so that the financial information is reliable and accurate Technical requirements Microsoft Excel 2007 or later, no special software is required. What does it cost? Cloud CFO is available as a monthly OPEX fee per user. The fee covers comprehensive expert support and service. 2

3 Cloud CFO in action In group accounting processes, an entity (a division or subsidiary) may exist in any worldwide location, but will need to submit financial data to the group finance at regular intervals. Cloud CFO provides a cloud server that each entity connects to via a simple spreadsheet interface. The cloud server is fed all of the data from the entities. It then translates the various local formats to a group chart of accounts whilst simultaneously managing consolidation entries such as elimination entities and other custom adjustments. All of the data is available for group finance to view immediately upon submission to the server i.e. they are able to see a real-time consolidated position of the group, thus enabling management to make reliable, effective and informed decisions. The cloud server consolidates data in real time Entities send raw data to the cloud server; receive back management accounts Group finance has an overall view of all entity data with a full audit trail of all transactions leading to the consolidated accounts 3

4 User Functionality The benefit of the Cloud CFO approach is that the finance team can take immediate control of modifying the fine details of the financial consolidation process and associated adjustments, e.g. defining currency conversion logic. All of these functions can be constructed using familiar spreadsheet logic, but now Cloud CFO has the added functionality of ensuring these formulae and rules are executed correctly as well as supported by a full audit history securely stored in the cloud server. Cloud CFO has three broad functions for the different roles in the finance team; administration, entity and group finance. Administration The administration role will typically be assigned to head office personnel i.e. the assigned individual(s) in control of the financial consolidation process. This function allows the user to set up the group structural hierarchy, map trial balances to group format, define report layout, set up users etc. It also allows companies to be added or removed as the group structure changes. Entity The entity function is typically assigned to the financial controller or equivalent at each entity and enables the user to submit their data to group in local format for consolidation. This includes but is not limited to trial balance, budget, cash flow and forecast inputs. The entity can then retrieve this information via a report(s) functionality. The reports are available in submitted local format and translated group format. Group Finance The head office/group finance function allows the user(s) to review and amend all submitted data. Consolidation entries are processed at this level where applicable e.g. currency conversions and intercompany eliminations. Audit Trail Every change submitted to the Cloud CFO server is logged, whether this involves accounts or administrative data. Available audit reports include: Exception reports - e.g. which entity has/has not submitted data User postings - to allow a review of who has done what and when Bespoke reports - Every change in the database is recorded in the Cloud so reports can be written and generated to meet any group needs 4

5 The User Experience The user view is a simple looking spreadsheet template connected to the cloud server and enhanced by an additional Cloud CFO Toolbar (Diagram A). Login/Logout Allows the user to securely connect to and disconnect from the cloud server. Each user has their own ID and password. Access rights are allocated by the group finance team at the set up phase and at any time subsequently. Sync Sends all current changes in the data to the Cloud CFO Server and simultaneously retrieves the latest group finance updates. Undo Discards all of the changes made by the user since the last Sync was carried out. Validate Examine every item of data prior to sending it to the server ensuring that it is correct and conforms to the business rules set by the group team. More Opens a toolbox with more advanced features e.g. uploading trial balance data and refreshing reports. Diagram A: Cloud CFO Toolbar The user experience is further enhanced by a right click menu and user ribbon which allows the individual to easily navigate the actions that have been assigned to them. Diagram B is an example of the entity submitting their trial balance data to group for consolidation. Diagram B: Right click menu and User Ribbon 5

6 Administration The administration user has the ability to: Enter the group organisation structure and reporting hierarchy Diagram C Define users, their roles and what aspects of the system they can see and interact with Define the mappings from the entity chart of accounts to group format Diagram D Define the format of reports, e.g. profit and loss account Diagram E Define the business rules used to ensure data quality Diagram E Manage the audit trail system Diagram C: Group organisation structure Mapping entity to group Cloud CFO is able to use the international standard ixbrl to map entity accounts to the group format chart of accounts. Tagged accounts are produced as a by-product of the process thereby providing companies with compliant statutory accounts that meet Companies House and HMRC requirements. Mapping is entirely user-defined and simplified by the spreadsheet interface. The complexity of ixbrl is hidden whilst its benefits are leveraged. Here, a list of Group Accounts in column I is mapped to Local Entity Accounts in column J with Column L enabling the addition of XBRL. Diagram D: 6

7 Administration (continued) Defining report format Diagram E displays the necessary inputs for the formatting and business rules of the profit and loss account. Editing this sheet will change the layout and content of the report to meet group requirements. The business rules The business rules refer to spreadsheet columns by name rather than column letter. The column name is contained between # symbols. This means the rules are tolerant to columns changing position, Cloud CFO understands when you change column names and repairs the links. Diagram E: Report formatting and business rules Changes made are stored in the server and shared with each user the next time they press Sync. Column I - Report sheet name Column J - Hierarchical structure of the accounts Column K - Heading name for the P&L sheet Column L - The category (type) for the heading Column M - The business rule(s) 7

8 Entity The entity user has the ability to: Submit trial balance data Diagram F Submit forecast/budgetary data If access rights are given: Input/amend consolidation adjustments Run financial reports Run audit reports The user will be able to see only the functions and data that group designate to them. Once mapping is complete, the template is set up to understand the local accounting data formats and extract the information that is relevant for group reporting. Submission of data For management accounts reporting the data submitted will typically be in trial balance format. This will be exported from the local finance software, e.g. Sage into a CSV file. Other data may include budget, forecast and cash flow information and will be dependent on group reporting requirements. Diagram F: Trial balance submission 8

9 Group The group finance function supports cash-flow, budgeting and forecasting at entity and group level. A group user has the ability to: View the trial balances from all of the entities in both their original format (e.g. in USD) as they were exported from the local accounting system and in group format (post currency conversions) Produce/run financial statements and other reports at entity and consolidated level Perform administration tasks Input and amend consolidation adjustments Once all entities have uploaded their data and the consolidation adjustments have been posted, group users are able to see an accurate, real time group position. Reports Standard available reports include a profit and loss account Diagram G, balance sheet and cash-flow statement. The reports can be run on historical, current, budget or forecast data and are built to your design at the set-up phase. Bespoke reports can be built when required. Any data entered at entity level can be compiled at group level. For example, this could include KPIs such as number of units sold. Group may wish to apply sophisticated spreadsheet logic that is unique to their own organisation, Cloud CFO provides rich support for this. Diagram G: Profit and loss account report 9

10 Summary Driven by the expressed wishes of our customers, Synapse has built Cloud CFO to be an entirely different approach to solving some of the well understood problems associated with the financial close; explicitly, Cloud CFO solves the problem of automating the consolidation of entity financial data to produce group management reporting and statutory financial statements. The difference in our approach stems from the fact that countless customers have expressed their dissatisfaction with the traditional solutions that are made available to them, i.e. buying inflexible software and then having to change their business processes to fit the software. These customers then explain that they have reverted to using spreadsheets to regain the fine control they need to manage the close, even though they are fully aware of the immense inefficiencies involved in that approach. Through novel research and development, Synapse has taken the basic spreadsheet and connected it to a special cloud server such that it becomes capable of matching or exceeding the capability of any rigid traditional software package. The finance team are able to concentrate on using the very familiar spreadsheet interface to customise whatever adjustments or business rules they require, confident now in the knowledge that the server will deliver all of the much needed security, audit and data quality that had been missing previously. Next steps Synapse makes Cloud CFO available as a completely supported rental service, i.e. once your spreadsheet templates are configured to your requirements, our expert software engineers and finance team will ensure the system works as planned going forwards. We would be pleased to demonstrate the Cloud CFO system to you and explain how it can be easily configured to your very precise needs. We provide proven expert consultancy, project management and business analysis expertise. We work closely with your teams to ensure all requirements are met, all improvement opportunities are identified and a great working relationship is forged. If you would like to know more about Synapse and how we can improve your spreadsheet experience, get in touch: About Synapse Synapse was founded in 2012 by a British team of highly experienced Silicon Valley veterans with extensive experience in sophisticated data management solutions. Our solution has been built in collaboration with a Government R&D investment in SMART technologies. Located at the Innovation Birmingham Campus, Synapse is at the heart of the technological innovation hub of the Midlands. Synapse customers include a global Swedish retailer and a leading UK Bank.

Departmental Reporting in Microsoft Excel for Sage 50 Accounts

Departmental Reporting in Microsoft Excel for Sage 50 Accounts al Reporting in Microsoft Excel for Sage 50 Accounts 1 Introduction Whilst Sage 50 Accounts does already offer integrated Excel reporting functionality, we found that it was often missing the flexibility

More information

Asset4000. Real Asset. Transforming assets into business advantage. Management

Asset4000. Real Asset. Transforming assets into business advantage. Management Asset4000 Transforming assets into business advantage Real Asset Management Get Real When it Comes to Managing your Fixed Assets Real Asset Management (RAM) is the UK's leading provider of fixed asset

More information

SMB Intelligence. Reporting

SMB Intelligence. Reporting SMB Intelligence Reporting Introduction Microsoft Excel is one of the most popular business tools for data analysis and light accounting functions. The SMB Intelligence Reporting powered by Solver is designed

More information

Welcome to the course on the consolidation process of the Intercompany Integration Solution.

Welcome to the course on the consolidation process of the Intercompany Integration Solution. Welcome to the course on the consolidation process of the Intercompany Integration Solution. At the end of this topic, you will be able to: Configure the consolidation company database with: Multi-Level

More information

CRM for Business Intelligence

CRM for Business Intelligence CRM for Business Intelligence Real-time visibility into your business Strategise effectively and make informed business decisions with timely, accurate insight into your organisation. Maximizer CRM 2015

More information

Getting Started with Sage One Start

Getting Started with Sage One Start Getting Started with Sage One Start Contents Introduction Introduction...3 Sage One Start in more detail...4 Getting started setting up the business...5 Configuring the Chart of Accounts...5 Importing

More information

BUDGETING & CASHFLOW FORECASTING SOFTWARE THE NUMBERS TO RUN YOUR BUSINESS

BUDGETING & CASHFLOW FORECASTING SOFTWARE THE NUMBERS TO RUN YOUR BUSINESS BUDGETING & CASHFLOW FORECASTING SOFTWARE THE NUMBERS TO RUN YOUR BUSINESS BUDGETING AND FORECASTING MADE EASY Forecast 5 is a market leading budgeting and cashflow forecasting software tool. Designed

More information

In short, we deal with the range of clients likely reporting requirements in three complementary ways:

In short, we deal with the range of clients likely reporting requirements in three complementary ways: Financial reporting capability in the AVATAR publishing management system 1. General comments on the financial reporting and Business Intelligence capabilities of the AVATAR system and PKF Littlejohn s

More information

An Overview of the Product Features

An Overview of the Product Features An Overview of the Product Features pg. 1 GMP Property Professional System Information v 1.7 2014 CLOUD-BASED SOFTWARE FEATURES Most browsers are compatible with the GMP functionality Google Chrome is

More information

CRM Comparison Guide. Microsoft Dynamics CRM and Act! compared

CRM Comparison Guide. Microsoft Dynamics CRM and Act! compared CRM Comparison Guide Microsoft Dynamics CRM and Act! compared Microsoft Dynamics CRM is a full featured relationship management system that connects teams to a single data source and automates routine

More information

Excel Integrated Reporting

Excel Integrated Reporting Excel Integrated Reporting Copyright statement Sage (UK) Limited, 2012. All rights reserved We have written this guide to help you to use the software it relates to. We hope it will be read by and helpful

More information

SiteBuilder E-Shop User Guide

SiteBuilder E-Shop User Guide SiteBuilder E-Shop User Guide Contents What is eshop?... 3 Setting up eshop for the first time... 4 Setting up your ordering information... 4 Deciding how to process orders... 5 Setting your general configuration

More information

An Introduction to Customer Relationship Management Software

An Introduction to Customer Relationship Management Software An Introduction to Customer Relationship Management Software A White Paper by Contents 1. What Is Customer Relationship Management? 2 2. An overview of three CRM products 5 3. In Summary 8 4. About Governor

More information

Sage 300 ERP Intelligence Reporting Getting Started Guide. Debra Holder March 2014

Sage 300 ERP Intelligence Reporting Getting Started Guide. Debra Holder March 2014 Sage 300 ERP Intelligence Reporting Getting Started Guide Debra Holder March 2014 Table of Contents Introduction... 1 Who Should Read This Guide... 1 About Sage Intelligence Reporting... 1 Benefits of

More information

Industrial IT Ó Melody Composer

Industrial IT Ó Melody Composer Overview Industrial IT Ó Melody Composer Features and Benefits Support of concurrent engineering for Control Systems Operation on Windows NT and Windows 2000 Multiple client/server architecture Off-Line

More information

Sage 200 Business Intelligence Datasheet

Sage 200 Business Intelligence Datasheet Sage 200 Datasheet provides you with full business wide analytics to enable you to make fast, informed desicions, complete with management dashboards. It helps you to embrace strategic planning for business

More information

MODULE 7: FINANCIAL REPORTING AND ANALYSIS

MODULE 7: FINANCIAL REPORTING AND ANALYSIS MODULE 7: FINANCIAL REPORTING AND ANALYSIS Module Overview Businesses running ERP systems capture lots of data through daily activity. This data, which reflects such things as the organization's sales

More information

SAP Digital CRM. Getting Started Guide. All-in-one customer engagement built for teams. Run Simple

SAP Digital CRM. Getting Started Guide. All-in-one customer engagement built for teams. Run Simple SAP Digital CRM Getting Started Guide All-in-one customer engagement built for teams Run Simple 3 Powerful Tools at Your Fingertips 4 Get Started Now Log on Choose your features Explore your home page

More information

Case Management. itouch Vision. This document gives an overview of Case management and discusses the different features and functionality.

Case Management. itouch Vision. This document gives an overview of Case management and discusses the different features and functionality. itouch Vision Case Management This document gives an overview of Case management and discusses the different features and functionality. For further information about implementation and pricing please

More information

Financial Planning. Technical Analysis. Treasury & Risk Management software specialists

Financial Planning. Technical Analysis. Treasury & Risk Management software specialists Financial Planning Technical Analysis Treasury & Risk Management software specialists For more information: please call: +49-(0)40 3344 1990 or visit our website: www.technosis.de The complete range of

More information

CaseWare Accounts Production CaseWare Corporation Taxx

CaseWare Accounts Production CaseWare Corporation Taxx CaseWare Accounts Production CaseWare Corporation Taxx Faster, More Efficient Financial Reporting GAAP - IFRS - FRS 101 - FRS 102 www.caseware.co.uk www.caseware.ie +44(0)1622 355200 Gain Unparalleled

More information

Well known electronics and manufacturing company based in Manchester, UK.

Well known electronics and manufacturing company based in Manchester, UK. Case Study Customer Well known electronics and manufacturing company based in Manchester, UK. Profile The business is a member of one of the biggest electronic group based in Japan. Their organization

More information

Product Overview & Quick Start Guide

Product Overview & Quick Start Guide Product Overview & Quick Start Guide Table of Contents Sage CloudCall Plugin Overview 1 Company Overview 1 Product Overview 1 How to order CloudCall Click 2 Sage CloudCall - Administration Guide 3 Installation

More information

TRANS-TASMAN ANZ TRANSACTIVE AUSTRALIA AND NEW ZEALAND 01.2012. Simplifying and connecting your transaction banking across Australia and New Zealand

TRANS-TASMAN ANZ TRANSACTIVE AUSTRALIA AND NEW ZEALAND 01.2012. Simplifying and connecting your transaction banking across Australia and New Zealand TRANS-TASMAN ANZ TRANSACTIVE User GUIDE AUSTRALIA AND NEW ZEALAND 01.2012 Simplifying and connecting your transaction banking across Australia and New Zealand contents Notes...4 Introduction to the ANZ

More information

Sage Intelligence Reporting. Microsoft FRx to Sage Intelligence Report Designer Add-In Conversion Guide. Sage 100 ERP

Sage Intelligence Reporting. Microsoft FRx to Sage Intelligence Report Designer Add-In Conversion Guide. Sage 100 ERP Sage Intelligence Reporting Microsoft FRx to Sage Intelligence Report Designer Add-In Conversion Guide Sage 100 ERP The software described in this document is protected by copyright, and may not be copied

More information

CRGroup Whitepaper: Digging through the Data. www.crgroup.com. Reporting Options in Microsoft Dynamics GP

CRGroup Whitepaper: Digging through the Data. www.crgroup.com. Reporting Options in Microsoft Dynamics GP CRGroup Whitepaper: Digging through the Data Reporting Options in Microsoft Dynamics GP The objective of this paper is to provide greater insight on each of the reporting options available to you within

More information

Moving from Sage 50 Accounts to Sage 200 Standard Online

Moving from Sage 50 Accounts to Sage 200 Standard Online Moving from Sage 50 Accounts to Sage 200 Standard Online 2 Contents Contents Software that grows with your business...4 Straightforward online accounting...5 Reasons to upgrade...6 Financials - Managing

More information

Intelligence Reporting Standard Reports

Intelligence Reporting Standard Reports Intelligence Reporting Standard Reports Sage 100 ERP (formerly Sage ERP MAS 90 and 200) Intelligence Reporting empowers you to quickly and easily gain control and obtain the information you need from across

More information

Pastel Accounting Business Intelligence Centre

Pastel Accounting Business Intelligence Centre Get 8 ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft Excel, the reports are fully customisable, and flexible with

More information

Consolidate and control your company s expense information: increase efficiency, boost productivity and cut costs. MasterCard.

Consolidate and control your company s expense information: increase efficiency, boost productivity and cut costs. MasterCard. Consolidate and control your company s expense information: increase efficiency, boost productivity and cut costs MasterCard Smart Data OnLine Better organize, consolidate, manage your MasterCard Smart

More information

Sage Intelligence Reporting Flexible Business Reporting

Sage Intelligence Reporting Flexible Business Reporting Software Training Consulting Sage Intelligence Reporting Flexible Business Reporting Reporting Solutions Giving you information at the click of a button. Key Features Real-time reporting, no static reports

More information

SHAREPOINT 2010 FOUNDATION FOR END USERS

SHAREPOINT 2010 FOUNDATION FOR END USERS SHAREPOINT 2010 FOUNDATION FOR END USERS WWP Training Limited Page i SharePoint Foundation 2010 for End Users Fundamentals of SharePoint... 6 Accessing SharePoint Foundation 2010... 6 Logging in to your

More information

ipm IPM PROJECT MANAGEMENT

ipm IPM PROJECT MANAGEMENT ipm IPM PROJECT MANAGEMENT IPM delivers a 360 real-time view of projects, job tasks and operations combined with extensive reporting and back end financial information. Powered by Microsoft Dynamics to

More information

Manual Created by Matt Ashdown (3/3/09)

Manual Created by Matt Ashdown (3/3/09) Built on 1 Manual Created by Matt Ashdown (3/3/09) Organisations in virtually every industry sector rely on their IT systems to conduct business. The IT department s ability to resolve technology issues

More information

SAA Consultants. B2B Exchange Management. Managed File Transfer. Enterprise Application Integration Management. Compliant Audit Security Management

SAA Consultants. B2B Exchange Management. Managed File Transfer. Enterprise Application Integration Management. Compliant Audit Security Management SAA Consultants B2B Exchange Management Managed File Transfer Enterprise Application Integration Management Compliant Audit Security Management Secure Commerce Delivering improved efficiency via products

More information

What s new in Excel 2013

What s new in Excel 2013 Work Smart by Microsoft IT What s new in Excel 2013 The first thing that you see when you open Microsoft Excel 2013 spreadsheet software is a new look. It s cleaner, but it s also designed to help you

More information

Microsoft Dynamics NAV

Microsoft Dynamics NAV Microsoft Dynamics NAV Maximising value through business insight Business Intelligence White Paper May 2013 Reports were tedious. Earlier it would take days for manual collation. Now all this is available

More information

Hosted SharePoint. OneDrive for Business. OneDrive for Business with Hosted SharePoint. Secure UK Cloud Document Management from Your Office Anywhere

Hosted SharePoint. OneDrive for Business. OneDrive for Business with Hosted SharePoint. Secure UK Cloud Document Management from Your Office Anywhere OneDrive for Business with Hosted SharePoint Secure UK Cloud Document Management from Your Office Anywhere Cloud Storage is commonplace but for businesses that want secure UK Cloud based document and records

More information

J-TRADER QUICK START USERGUIDE For Version 8.0

J-TRADER QUICK START USERGUIDE For Version 8.0 J-TRADER QUICK START USERGUIDE For Version 8.0 Notice Whilst every effort has been made to ensure that the information given in the J Trader Quick Start User Guide is accurate, no legal responsibility

More information

Sage PFW ERP Intelligence

Sage PFW ERP Intelligence Sage PFW ERP Intelligence Sage PFW ERP Intelligence Standard Reports Get 6 ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft

More information

Ovation Operator Workstation for Microsoft Windows Operating System Data Sheet

Ovation Operator Workstation for Microsoft Windows Operating System Data Sheet Ovation Operator Workstation for Microsoft Windows Operating System Features Delivers full multi-tasking operation Accesses up to 200,000 dynamic points Secure standard operating desktop environment Intuitive

More information

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

Sage CRM 2014 R2 Welcome to your new Sage CRM experience Welcome to your new experience Introducing a simpler and faster way to navigate and use your every day Contents 01 A fresh new look 02 Getting started 03 New Main menu 04 Quick Access toolbar 05 Finding

More information

BusinessObjects Planning Excel Analyst User Guide

BusinessObjects Planning Excel Analyst User Guide BusinessObjects Planning Excel Analyst User Guide BusinessObjects Planning Excel Analyst 5.2 Copyright Third-party contributors Copyright 2007 Business Objects. All rights reserved. Business Objects owns

More information

Microsoft Dynamics NAV

Microsoft Dynamics NAV Microsoft Dynamics NAV Maximising value through business insight Business Intelligence White Paper October 2015 CONTENTS Reports were tedious. Earlier it would take days for manual collation. Now all this

More information

XBRL guide for UK businesses

XBRL guide for UK businesses XBRL guide for UK businesses This document provides an introduction for UK businesses to the extensible Business Reporting Language (XBRL) data format and Inline XBRL (ixbrl), the standard form of presentation

More information

Sage 200 Business Intelligence Datasheet

Sage 200 Business Intelligence Datasheet Sage 200 Business Intelligence Datasheet Business Intelligence comes as standard as part of the Sage 200 Suite giving you a unified and integrated view of all your data, with complete management dashboards,

More information

Sage 200 Business Intelligence Datasheet

Sage 200 Business Intelligence Datasheet Sage 200 Business Intelligence Datasheet Business Intelligence comes as standard as part of the Sage 200 Suite giving you a unified and integrated view of important data, with complete management dashboards,

More information

SpreadSheetSpace Sync WHITE PAPER - January 2014

SpreadSheetSpace Sync WHITE PAPER - January 2014 WHITE PAPER - January 2014 Summary Discover SpreadSheetSpace Sync (Sync), an amazing addition to all Microsoft Windows versions of Microsoft Excel that will increase your productivity and the quality of

More information

FTP-Stream Data Sheet

FTP-Stream Data Sheet FTP-Stream Data Sheet Problem FTP-Stream solves four demanding business challenges: Global distribution of files any size. File transfer to / from China which is notoriously challenging. Document control

More information

SAP BUSINESSOBJECTS FINANCIAL CONSOLIDATION 7.5 STARTER KIT FOR US GAAP SP1

SAP BUSINESSOBJECTS FINANCIAL CONSOLIDATION 7.5 STARTER KIT FOR US GAAP SP1 SAP BUSINESSOBJECTS FINANCIAL CONSOLIDATION 7.5 STARTER KIT FOR US GAAP SP1 Simplified Configuration Description 2010-04-28 1 Copyright 2009 SAP BusinessObjects. All rights reserved. SAP BusinessObjects

More information

Your Guide to setting up Sage One Accounting from your Accountant. Setting Up Sage One Accounting

Your Guide to setting up Sage One Accounting from your Accountant. Setting Up Sage One Accounting Your Guide to setting up Sage One Accounting from your Accountant Setting Up Sage One Accounting 1 Contents Introduction Introduction...3 Quick Start Guide entering key business information...4 Set Up

More information

Guide to Automating Workflows Quickly and Easily

Guide to Automating Workflows Quickly and Easily Guide to Automating Workflows Quickly and Easily Part 3 Back to Contents 1 2012 Nintex USA LLC, All rights reserved. Errors and omissions excepted. Table of Contents Introduction... 3 Handling the Full

More information

Collaboration. Michael McCabe Information Architect mmccabe@gig-werks.com. black and white solutions for a grey world

Collaboration. Michael McCabe Information Architect mmccabe@gig-werks.com. black and white solutions for a grey world Collaboration Michael McCabe Information Architect mmccabe@gig-werks.com black and white solutions for a grey world Slide Deck & Webcast Recording links Questions and Answers We will answer questions at

More information

The DirectOne E-Commerce System

The DirectOne E-Commerce System The DirectOne E-Commerce System SecurePay Pty. Ltd. Level 4, 20 Queen St Melbourne 3000 Australia November 05 Contents INTRODUCTION 3 WELCOME TO THE DIRECTONE E-COMMERCE SYSTEM 3 AN OVERVIEW OF E-COMMERCE

More information

Microsoft Dynamics NAV

Microsoft Dynamics NAV Microsoft Dynamics NAV 2015 Microsoft Dynamics NAV Maximising value through business insight Business Intelligence White Paper December 2014 CONTENTS Reports were tedious. Earlier it would take days for

More information

Service Definition Document Microsoft Dynamics CRM Training

Service Definition Document Microsoft Dynamics CRM Training Service Definition Document Microsoft Dynamics CRM Training Date: 1 April 2014 Issued by: Matt Broomhall Head of Sales and Marketing Y: Name Tisski Limited: +44 (0) 203 418 0411 E: matt.broomhall@tisski.com

More information

PEOPLESOFT GENERAL LEDGER

PEOPLESOFT GENERAL LEDGER PEOPLESOFT GENERAL LEDGER Oracle s PeopleSoft General Ledger is a comprehensive financial management solution that offers a fully-automated close and consolidation solution for legal KEY FEATURES Compliance

More information

See What's Coming in Oracle Project Portfolio Management Cloud

See What's Coming in Oracle Project Portfolio Management Cloud See What's Coming in Oracle Project Portfolio Management Cloud Release 9 Release Content Document Table of Contents GRANTS MANAGEMENT... 4 Collaborate Socially on Awards Using Oracle Social Network...

More information

AIMS Surveyor Asbestos Management and Survey Report Generator

AIMS Surveyor Asbestos Management and Survey Report Generator AIMS Surveyor Asbestos Management and Survey Report Generator Survey and register management Tailored, customised and professional survey report generation at the click of a button Comprehensive asbestos

More information

Pastel Evolution Business Intelligence Centre

Pastel Evolution Business Intelligence Centre Get 12 ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft Excel, the reports are fully customisable, and flexible with

More information

E-Invoicing Supplier Manual

E-Invoicing Supplier Manual E-Invoicing Supplier Manual Version: 1.0 2 E-Invoicing Supplier Manual Table of Contents 1 Introduction 3 1.1 About This... Manual 3 1.2 Getting Started... 3 2 Understanding E-Invoicing 4 2.1 Overview...

More information

SAP BusinessObjects Financial Consolidation Web User Guide

SAP BusinessObjects Financial Consolidation Web User Guide SAP BusinessObjects Financial Consolidation Document Version: 10.0 Support Package 18 2016-02-19 SAP BusinessObjects Financial Consolidation Web User Guide Content 1 General user functions....12 1.1 To

More information

Best Practices. Integration of Salesforce and Microsoft Dynamics GP

Best Practices. Integration of Salesforce and Microsoft Dynamics GP Best Practices Integration of Salesforce and Microsoft Dynamics GP Best Practices: Integration of Salesforce and Microsoft Dynamics GP Introduction Customer Relationship Management (CRM) is mainly used

More information

Telecoms Billing. Manual

Telecoms Billing. Manual Telecoms Billing Manual Author: Stamati Crook Email: stamati.crook@redware.com Date: 20 January 2009 Doc: webbilling-manual-2.12.doc redware research ltd. Brighton Media Centre (306), 15-17 Middle Street,

More information

Sage 200 v5.10 What s New At a Glance

Sage 200 v5.10 What s New At a Glance Introducing Sage 200 v5.10 Sage 200 v5.10 What s New At a Glance Sage 200 v5.10 sees the release of a number of new features including support for Microsoft Vista (Business and Ultimate Edition) and Microsoft

More information

WinEst User-Defined Filters and Advanced Reports. Ken Regier Sr. Business Consultant Trimble Buildings

WinEst User-Defined Filters and Advanced Reports. Ken Regier Sr. Business Consultant Trimble Buildings WinEst User-Defined Filters and Advanced Reports Ken Regier Sr. Business Consultant Trimble Buildings Complete & Connected Workflow Concept Engineering & Design Build Handover Operate INITIATE DEVELOP

More information

Business Intelligence Getting Started Guide

Business Intelligence Getting Started Guide Business Intelligence Getting Started Guide 2013 Table of Contents Introduction... 1 Introduction... 1 What is Sage Business Intelligence?... 1 System Requirements... 2 Recommended System Requirements...

More information

Benefits to you. Account & Contact Management. Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management

Benefits to you. Account & Contact Management. Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management Account & Contact Management Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management Benefits to you Work as a team see a unified view of each customer accessible

More information

BUSINESS INTELLIGENCE

BUSINESS INTELLIGENCE BUSINESS INTELLIGENCE Microsoft Dynamics NAV BUSINESS INTELLIGENCE Driving better business performance for companies with changing needs White Paper Date: January 2007 www.microsoft.com/dynamics/nav Table

More information

Streamlined Planning and Consolidation for Finance Teams Running SAP Software

Streamlined Planning and Consolidation for Finance Teams Running SAP Software SAP Solution in Detail SAP Solutions for Enterprise Performance Management, Version for SAP NetWeaver Streamlined Planning and Consolidation for Finance Teams Running SAP Software 2 SAP Solution in Detail

More information

CRM for Business Intelligence

CRM for Business Intelligence DATA SHEET CRM for Business Intelligence MAXIMIZER CRM Published By Real-time visibility into your business Strategize effectively and make informed business decisions with timely, accurate insight into

More information

Business 360 Online - Product concepts and features

Business 360 Online - Product concepts and features Business 360 Online - Product concepts and features Version November 2014 Business 360 Online from Software Innovation is a cloud-based tool for information management. It helps you to work smarter with

More information

Business Intelligence

Business Intelligence Microsoft Dynamics NAV 2009 Business Intelligence Driving insight for more confident results White Paper November 2008 www.microsoft.com/dynamics/nav Table of Contents Overview... 3 What Is Business Intelligence?...

More information

Business Intelligence

Business Intelligence Microsoft Dynamics NAV 2009 Business Intelligence Driving insight for more confident results White Paper November 2008 www.microsoft.com/dynamics/nav Table of Contents Overview... 3 What Is Business Intelligence?...

More information

XMPro Turns SharePoint From Good To Great

XMPro Turns SharePoint From Good To Great XMPro Turns SharePoint From Good To Great January 2010 XMPro Turns SharePoint From Good To Great Contents 1. DON T GET STUCK IN AN OLD VERSION OF SHAREPOINT... 3 2. SEPARATE PROCESSES FROM THE PLUMBING...

More information

Excel Companion. (Profit Embedded PHD) User's Guide

Excel Companion. (Profit Embedded PHD) User's Guide Excel Companion (Profit Embedded PHD) User's Guide Excel Companion (Profit Embedded PHD) User's Guide Copyright, Notices, and Trademarks Copyright, Notices, and Trademarks Honeywell Inc. 1998 2001. All

More information

A full business solution that streamlines the property and financial management aspects of the

A full business solution that streamlines the property and financial management aspects of the YARDI Voyager Commercial A full business solution that streamlines the property and financial management aspects of the commercial real estate lifecycle to help you enhance the underlying value of your

More information

Algo trading- An educational guide to retail investors

Algo trading- An educational guide to retail investors Algo trading- An educational guide to retail investors Algo or automated trading has been creating a buzz in the Indian financial markets. Although algo trading started in India in 2005, gained acceptance

More information

DiskBoss. File & Disk Manager. Version 2.0. Dec 2011. Flexense Ltd. www.flexense.com info@flexense.com. File Integrity Monitor

DiskBoss. File & Disk Manager. Version 2.0. Dec 2011. Flexense Ltd. www.flexense.com info@flexense.com. File Integrity Monitor DiskBoss File & Disk Manager File Integrity Monitor Version 2.0 Dec 2011 www.flexense.com info@flexense.com 1 Product Overview DiskBoss is an automated, rule-based file and disk manager allowing one to

More information

Choose an ERP partner that knows exactly how special, and that knows Microsoft Dynamics NAV by heart.

Choose an ERP partner that knows exactly how special, and that knows Microsoft Dynamics NAV by heart. I F Y O U H A V E A S M A L L O R M I D S I Z E M A N U F A C T U R I N G B U S I N E S S Y O U A R E V E R Y S P E C I A L. Choose an ERP partner that knows exactly how special, and that knows Microsoft

More information

SYSTEM REQUIREMENTS...

SYSTEM REQUIREMENTS... Contents INTRODUCTION... 1 BillQuick Online Setup Checklist... 3 SYSTEM REQUIREMENTS... 4 Hardware Requirements... 4 Software Requirements... 4 START-UP... 5 BILLQUICK ONLINE ACCOUNT... 5 BILLQUICK ONLINE

More information

The Recipe for Sarbanes-Oxley Compliance using Microsoft s SharePoint 2010 platform

The Recipe for Sarbanes-Oxley Compliance using Microsoft s SharePoint 2010 platform The Recipe for Sarbanes-Oxley Compliance using Microsoft s SharePoint 2010 platform Technical Discussion David Churchill CEO DraftPoint Inc. The information contained in this document represents the current

More information

NetSuite OpenAir/NetSuite Integration Guide. October 17, 2015

NetSuite OpenAir/NetSuite Integration Guide. October 17, 2015 NetSuite OpenAir/NetSuite Integration Guide October 17, 2015 2015 NetSuite, Inc. NetSuite OpenAir/NetSuite Integration Guide November 12, 2015 This document is the property of NetSuite Inc., and may not

More information

Understanding the Financial Audit Trail

Understanding the Financial Audit Trail Understanding the Financial Audit Trail Contents Page BI Success Versus Failure Pg 3 Manual Processes Pg 4 Question the Correct Answer Pg 5 The Audit Trail Pg 6 Data Analysis Pg 7 A Different Data Model

More information

Financial Reporting Budgeting Consolidations Financial Modeling

Financial Reporting Budgeting Consolidations Financial Modeling REASONS TO USE XCELLEGEN FOR FINANCIAL REPORTING A natural extension of Microsoft Excel, with a tight integration to an Accounting Intelligent Database Current methodology is time consuming, inaccurate,

More information

Global Amazon Integration Module v1.1. Users Guide & Setup Instructions

Global Amazon Integration Module v1.1. Users Guide & Setup Instructions Global Amazon Integration Module v1.1 Users Guide & Setup Instructions Table of Contents Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Installation Instructions Amazon Account Configuration Using the

More information

Asen Computer Associates

Asen Computer Associates Performance Driven by Data Enterprise Performance Management Applications Oracle s Hyperion Financial Management Disclaimer This document is intended to provide general information about enterprise performance

More information

IBM Cognos Controller

IBM Cognos Controller IBM Cognos Controller Accurate, auditable close, consolidation and reporting in a solution managed by the office of finance Highlights Provides all close, consolidation and reporting capabilities Automates

More information

HACCP Now Standard V4.1. Announcing HACCP Now Version 4.1

HACCP Now Standard V4.1. Announcing HACCP Now Version 4.1 Standard V4.1 Announcing Version 4.1 Standard has been updated to version 4.1. The goal was to make the program more user friendly, implement customer feedback and to present the user with a more focussed

More information

Microsoft Axapta Financial Management consists of several individually packaged offerings: Microsoft Axapta Financials I and Financials II

Microsoft Axapta Financial Management consists of several individually packaged offerings: Microsoft Axapta Financials I and Financials II Microsoft Business Solutions Axapta Financial Management helps you effectively increase your business while maintaining control over your financial management processes. Key Benefits: Helps you increase

More information

CHAPTER 4: BUSINESS ANALYTICS

CHAPTER 4: BUSINESS ANALYTICS Chapter 4: Business Analytics CHAPTER 4: BUSINESS ANALYTICS Objectives Introduction The objectives are: Describe Business Analytics Explain the terminology associated with Business Analytics Describe the

More information

Accounting & Finance Solutions

Accounting & Finance Solutions Did you get into business to crunch numbers? We didn t think so. iprocess Online crunches all your numbers more quickly and cost effectively than you ever could, providing a comprehensive portfolio of

More information

Using your Drupal Website Book 1 - Drupal Basics

Using your Drupal Website Book 1 - Drupal Basics Book 1 - Drupal Basics By Karl Binder, The Adhere Creative Ltd. 2010. This handbook was written by Karl Binder from The Adhere Creative Ltd as a beginners user guide to using a Drupal built website. It

More information

Audit Automation. ...clear thinking. Information. Fee Protection. Software. Magazines. Professional Development

Audit Automation. ...clear thinking. Information. Fee Protection. Software. Magazines. Professional Development Audit Automation Information Fee Protection Software Magazines Professional Development...clear thinking Audit the challenges Audit can be a risky business these days. International Standards on Auditing

More information

Managing Software Updates with System Center 2012 R2 Configuration Manager

Managing Software Updates with System Center 2012 R2 Configuration Manager Managing Software Updates with System Center 2012 R2 Configuration Manager Managing Microsoft Updates with Configuration Manager 2012 R2 This document is for informational purposes only. MICROSOFT MAKES

More information

Guide from Raymond Benn & Co. Limited

Guide from Raymond Benn & Co. Limited Guide from Raymond Benn & Co. Limited Tel: 01892 545021/549754 Fax: 01892 548956 Email: brian@raymondbenn.co.uk Website: www.raymondbenn.co.uk 0BChoosing accounting software Choose the right accounting

More information

Act! Training Guide www.preact.co.uk

Act! Training Guide www.preact.co.uk Act! Training Guide www.preact.co.uk Tel: 0800 381 1000 or +44(0)1628 661810 Introduction If you are a new to Act!, or you want to develop your user skills, Preact have a course to match your requirements.

More information

Inline XBRL Saving cost and effort for company reporting

Inline XBRL Saving cost and effort for company reporting WHITE PAPER Inline XBRL Saving cost and effort for company reporting Organisations around the world are considering the use of extensible Business Reporting Language to improve the efficiency of financial

More information