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Paste Multiple Values into Searchbar for Quick Multi-Selection

Enable users to paste multiple values from the clipboard into the search bar, allowing them to find and select multiple dimension elements at once quickly. For example, users searching for a specific group of employees can copy a list (e.g., Excel...

Various imported manual journal entries should be organized in different subfolders.

The import folder for manual jourmal should allow subfolders so that journals from different departments can be placed in different folders. There is currently no option to navigate to subfolders in the import folder. The selection box in the "...
almost 2 years ago in Jedox Core Models / Financial Consolidation Model 0

Add ability to Influence which sheets are included in XLSX snapshot

The export of the whole workbook should then be the non-default option. A common use case is to export the single sheet that you are on. Would be good to have an option for sheets to exclude/include them from snapshot export.

Posting Journal- Balance Constraint not aligned with Consolidation Rule

Current Challenge: Troubleshooting/ tracking the data is nightmare Root Cause: When a user create a manual journal entry and try to post the journal system throws error message "Invalid" with balance constraint "Legal Entity" and allows to post ev...

Balance Carry Forward for planning periods longer than one year

Idea was raised from Mark Schildgen Incorporate a Balance Forward for a planning horizon which is longer than one year. To keep this performant it is probably not necessary to plan all years on a monthly base, instead of that it could be a proper ...
over 2 years ago in Jedox Solutions / Integrated Financial Planning 0 Future Consideration

Balance validation report

As a user I would like to have a report which checks if my Balance Sheet sums up correctly.
over 2 years ago in Jedox Solutions / Integrated Financial Planning 1 Planned

Action Buttons in Excel

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...
about 4 years ago in Jedox Platform / Microsoft Office integrations (Excel, PowerPoint, & Word) 0 Future Consideration

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:...
over 1 year ago in Jedox Core Models / Financial Consolidation Model 1 Will not implement

Notes to financial statements

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.