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Operate workflow steps on consolidated level

As a power user of the Financial Consolidation model I want to proceed (or restart, see related idea)) multiple workflow steps at once so that I don't have to repeat this multiple times. This should be possible on any aggregated element above the ...

Provide an interface to the Integrated Financial Planning model

Provide an import interface (e.g. as an Integrator job) to import the separate financial statements of one or multiple legal entities from the Integrated Financial Planning model. The interface should map the monthly amounts to the required year-t...

Execute the Bring Balances Forward procedure for multiple reporting periods at once in the Finanical Consolidation model

Extend the bring balances forward procedure to populate the opening balances for multiple reporting periods of the same fiscal year from the same prior closing period with one execution.
over 4 years ago in Jedox Core Models / Financial Consolidation Model 0 Future consideration

Designed web reports for master data maintenance to the Finanical Consolidation model

Provide designed web reports to add, inspect, modify and remove master data items such as legal entities, scopes, accounts, transaction types, currencies, etc.

Dashboard

Add a flexible dashboard to the foundation starter kit.
almost 3 years ago in Jedox Solutions / Foundation 1 Not Planned

Foundation - Workflow - Add a landing page "my Activities"

Background: Currently the end-user/planner can get an automated email to enter jedox during the workflow process, but cannot see within the planning report for what version, year, profit center, what cost center, etc. they have to enter data if th...
over 1 year ago in Jedox Solutions / Foundation 0 Future Consideration

Matrix Consolidation

What it is: Consolidate both Legal and Segment Consolidation ledger together/ with the same Consolidation logic and Store information in same ledger/ cube rather than multiple. Customer Challenge: Data reconciliation is complex while having multip...

Scenario Manager

The proposed Unified Scenario Manager aims to streamline data management by enabling seamless copying between versions and facilitating scenario creation, enhancing efficiency and flexibility. Current challenges include fragmented data copy proces...
over 1 year ago in Jedox Solutions / Foundation 0 Future Consideration

Functionality to copy posting journal from Segment Consolidation ledger to Consolidation ledger

The customer works with the Segment Cube in the Financial Consolidation Model in the cloud environment. Our client uploads all his manual journal entries to the Segmnet Cube using Excel files. Because some of the consolidation functions (for...

Restart workflow step

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...
over 4 years ago in Jedox Core Models / Financial Consolidation Model 0 Planned