Financial Consolidation Model

Challenge: Manual effort to reclassify accounts and no single place to view all the investments Detail: Period1: Investor originally invested 200K to Investee (Subsidiary). Period2: Investee booked 15K as current period retained earnings. Period2:...

Sub-consolidation journals using manual consolidation are not reflected in Total Group level. The user expectation is to automatically apply all manual journal entries (Adjustment 1, Transition, Correction or manual consolidation entry) to all sup...

As a power user of the Financial Consolidation model I want to reset a single scope (being a workflow step in the Consolidation workflow) or a single legal entity (being a workflow step in the Separate Financial Statement Collection workflow) so t...

Showcase the creation and automated update of a comprehensive financial statement with a Microsoft Word sample and the Jedox Office Add-In for Word.

Provide a download/export capability for journal entries (Excel/CSV) to support offline review and reconciliation.

Allow configurable decimal precision for journal entries to meet client requirements that require greater precision.

Support both division and multiplication methods for flexibility across implementations.

Add an option to select the translation method (monthly vs. YTD) to match different accounting policies.

Partner feedback: Jedox should provide a standard IFRS 16 leasing template within the EPM platform, rather than relying on partner-built custom solutions.

Problem Statement: When the segment consolidation ledger is customised to use Balance Sheet cube instead of Balance Sheet (Segment) cube, journals do not pass data validation when segment-related fields are blank