the new actions capabilities in combo boxes are very powerful. We should have a similar capability to add a Jedox Action button in Excel. This button at the very least should allow the kicking off of an ETL process. Lots of other things possible a...
Option to choose additional scope while posting journal
Challenge: User has to copy journals to reflect the journals to multiple scopes Detail: The system currently designed to post journals to a particular scope by considering different accounting standards (IFRS, US GAAP) and currencies for different...
Equity reclassification and reflection to Investment Register
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:...
Extend the storage to capture reporting positions for the notes (text narratives and tabular information) which cannot be captured by the existing cubes. Provide sample data and reports for the most common notes sections.
Users would benefit from an easy way to set up custom data validations, similar to the setup of consolidation rules. E.g. the amount on a PnL Account needs to match a movement on a BS Account.
Better / easier handling of old reports for the new add-in
Reports created with legacy add-in should be usable without the need to detach views & rebuild them in new add-in. This will help users collaborate easily using 2 different add-ins depending on their setup.
Jedox Excel Addin for Office 365 (connection issue) or option to remove
Hi, I couldn't find any article on how to remove the Office 365 addin once it is installed. It always loads with Excel. There is a KB on uninstalling the old addin but there is nothing for the new addin. I am an Independent consultant and have my ...
Excel Add-In - Variable for connections in formulas
At the moment I need to adapt all formulas I create in Jedox manually when I want to switch between the connection to our dev and live instance. It would help if the Excel Add-In would directly enable a variable as an input for a connection e.g. i...
Add paging in reports for Legal Entities (including the ones listed for workflow)
Sometimes, there are many Legal Entities at customers, paging function would be needed in reports: "Scope of consolidation", "Data collection", "Consolidation Manager", "Consolidated Financial Statement".