Tag Archive for: reporting

Consolidating Trial Balance Example

Consolidating Trial Balance for Sage Intacct

What is a Consolidating Trial Balance? A Consolidating Trial Balance is a valuable tool used by Group Controllers to maintain control and verify the accuracy of financial transactions provided by subsidiaries. It functions as a comprehensive…
Consolidating Trial Balance Example

Consolidating Trial Balance for Dynamics 365 Business Central

What is a Consolidating Trial Balance? A Consolidating Trial Balance is an important tool for Group Controllers to maintain control and verify the accuracy of financial transactions provided by subsidiaries. It serves as a comprehensive…
Intercompany Matching Report Example

Intercompany Matching Report for Acumatica

What is a Intercompany Matching Report? An Intercompany Matching Report holds immense importance in the month-end close process for multi-company enterprises. It serves as a valuable tool for Group Controllers to identify and reconcile transactions…
Intercompany Matching Report Example

Intercompany Matching Report for Sage Intacct

What is a Intercompany Matching Report? An Intercompany Matching Report is a vital tool used in the month-end close process of multi-company enterprises. Its primary purpose is to assist Group Controllers in identifying and reconciling transactions…
Intercompany Matching Report Example

Intercompany Matching Report for Dynamics 365 Business Central

What is a Intercompany Matching Report? An Intercompany Matching Report is a crucial tool used during the month-end close process in multi-company enterprises. It helps Group Controllers identify and reconcile transactions between subsidiaries.…
Example of a Profitability by Customer Account Report for Banks

How Tangicloud, Solver, and Dynamics 365 Business Central can streamline budgeting and reporting for non-profits

Non-profit organizations face a unique set of challenges when it comes to budgeting and financial reporting. Often working with limited resources and complex regulations, non-profits must ensure that their finances are accurate and transparent…
Example of a Profitability by Customer Account Report for Banks

Optimizing Expense Management with Gorilla Expense, Solver and Dynamics 365 Business Central

Effective expense management is crucial for any business to maintain profitability and growth. Companies that utilize the Dynamics 365 Business Central ERP system with the Gorilla Expense ISV add-on have access to powerful expense management…
Example of a Profitability by Customer Account Report for Banks

The Benefits of a Streamlined Financial Reporting Process with Sage Intacct and Reporting Software

Mid-market companies face numerous challenges when it comes to managing their financial reporting process. Often, they have limited resources to dedicate to the finance and accounting function and may be relying on manual processes or outdated…
Example of a Profitability by Customer Account Report for Banks

Financial Reporting Process: How Dynamics 365 Business Central and Reporting Software Can Streamline Mid-Market Companies

In the competitive world of mid-market companies, financial reporting plays a crucial role in making informed business decisions. Financial reports provide a snapshot of a company's financial health, and the accuracy and speed of financial reporting…
Example of a Profitability by Customer Account Report for Banks

The Benefits of a Streamlined Financial Reporting Process with Acumatica ERP and Modern Reporting Software

For mid-market companies, the financial reporting process is crucial in making sound business decisions. Without a streamlined financial reporting process, companies can face a multitude of challenges that can affect their bottom line. In this…
Example of a Profitability by Customer Account Report for Banks

KPI Process: Benefits of Streamlining Performance with Sage Intacct and KPI Software

Key Performance Indicators (KPIs) are vital tools that help mid-market companies track and measure their performance against specific business goals. By measuring key metrics, KPIs can help businesses improve decision-making, identify areas…
Example of a Profitability by Customer Account Report for Banks

The Benefits of Streamlining Your KPI Process with Dynamics 365 Business Central and KPI Software

For mid-market companies, a streamlined KPI (key performance indicator) reporting and analysis process is essential for achieving business goals and staying ahead of competitors. By using modern KPI reporting and dashboard software that integrate…
Example of a Profitability by Customer Account Report for Banks

KPI Process: How Acumatica and KPI Software Can Streamline Mid-Market Companies

In today's fast-paced business world, companies need to keep track of their performance to achieve their goals and objectives. Key Performance Indicators (KPIs) are an essential tool for measuring a company's progress and identifying areas that…
Example of a Profitability by Customer Account Report for Banks

Maximizing the Power of Sage Intacct with Top Financial Reporting Software for SaaS Companies

For progressive SaaS companies utilizing Sage Intacct ERP, having top-notch financial reporting software is crucial to maintain a comprehensive view of the company's financial health. Integrating with Sage Intacct, third-party financial reporting…
Example of a Profitability by Customer Account Report for Banks

Key Functionality SaaS Companies Should Look for in Financial Reporting Software for Dynamics 365 Business Central

A software-as-a-service (SaaS) company leveraging Dynamics 365 Business Central (D365 BC) as their Enterprise Resource Planning (ERP) solution needs a comprehensive financial reporting software to manage their finances and drive their organizational…
Example of a Profitability by Customer Account Report for Banks

Evaluating Top Financial Reporting Software for SAAS Companies Using Acumatica

For a progressive SAAS company using Acumatica ERP solution, choosing the right third-party financial reporting software is crucial. A powerful financial reporting software can streamline the entire budgeting and reporting process, offer flexibility,…
Example of a Profitability by Customer Account Report for Banks

Blog – Faster and Easier Insights with Ad Hoc Reporting for Your ERP Data

There is a reason Microsoft Excel, among its many merits, is generally recognized as the world’s most popular reporting tool. Three of the top reasons are: It is easy It is familiar to most business users It is “free” (if you…
How to Quickly Get Started with Corporate Performance Management for Microsoft Dynamics 365 Finance

How to Quickly Get Started with Corporate Performance Management for Microsoft Dynamics 365 Finance

Cloud-based ERP systems and Corporate Performance Management (CPM) solutions are two directly related business applications experiencing rapid growth in the 2020s. In part because companies and organizations seek to automate the Office of Finance…
Solver QuickStart - Power BI Dashboard Templates for Dynamics 365 Finance

How to Quickly Deploy Power BI Dashboards for Microsoft Dynamics 365 Finance

Dynamics 365 Finance (D365 Finance) and Power BI are both rapidly growing cloud software applications from Microsoft. Although these technologies can be used independently, customers are increasingly using them together as an integrated platform. As…
How to Quickly Get Started with Corporate Performance Management for Microsoft Dynamics 365 Finance

How to Quickly Deploy the Best Budgeting and Forecasting Tools for Microsoft Dynamics 365 Finance

A rapidly increasing number of mid-market organizations are implementing Microsoft Dynamics 365 Finance (D365 Finance) as their new cloud ERP system. If you are considering a migration to D365 Finance, there are a few key things to do: make…
How to Quickly Get Started with Corporate Performance Management for Microsoft Dynamics 365 Finance

How to Quickly Deploy the Best Financial Reporting Tools for Microsoft Dynamics 365 Finance

Microsoft Dynamics 365 Finance (D365 Finance) was born from the widely known on-premise product known as Dynamics AX. In recent years D365 Finance has become a significant player in the cloud-based ERP market segment, quickly gaining popularity…
How to Quickly Get Started with Corporate Performance Management for Microsoft Dynamics 365 Finance

How to Quickly Get Started with Corporate Performance Management for Acumatica

Cloud-based ERP systems and Corporate Performance Management (CPM) solutions are two directly related business applications experiencing rapid growth in the 2020s as companies and organizations seek to automate the office of finance and help…
Solver QuickStart - Power BI Financial Dashboard Categories for Dynamics 365 Finance

How to Quickly Deploy Power BI Dashboards for Acumatica

Acumatica and Power BI are both rapidly growing cloud software applications. Although these technologies can be used independently, customers are increasingly using them together as an integrated platform. As executives drive their accounting…
Rapid budgeting and forecasting implementation for Acumatica with pre-built templates from Solver Marketplace

How to Quickly Deploy the Best Budgeting and Forecasting Tools for Acumatica

How to Quickly Deploy the Best Budgeting and Forecasting Tools for Acumatica A rapidly increasing number of mid-market organizations are implementing Acumatica as their new cloud ERP system. If you are considering a migration to Acumatica,…
Rapid report implementation for Acumatica with pre-built financial templates from Solver Marketplace

How to Quickly Deploy the Best Financial Reporting Tools for Acumatica

Acumatica has become a significant player in the cloud-based ERP market segment, quickly gaining popularity worldwide. If you are considering a migration to Acumatica, the first thing to do is make sure the solution fits your needs. With…
Example of a Consolidated Statement of Income Call Report

Consolidated Statement of Income Call Report for Banks

What is a Consolidated Statement of Income Call Report? The Consolidated Statement of Income is considered a Call Report and is used by accountants and compliance managers to submit quarterly data as per Office of the Comptroller of the…
Example of a Top Ten Customers by Profitability Report for banks

Top Ten Customers by Profitability Report for Banks

What is a Top Ten Customers by Profitability Report for Banks? Top Customer by Profitability Reports are considered customer ranking reports and are used by managers and account executives to get a snapshot of the top most profitable customer…
Example of a New Customer Acquisition Report for Banks

New Customer Acquisition Report for Banks

What is a New Customer Acquisition Report for Banks? New Customer Acquisition Reports are considered growth and profitability analysis tools and are used by sales managers and leaders to monitor new customer growth and profitability metrics.…
Example of a Profitability by Customer Report for Banks

Profitability by Customer Report for Banks

What is a Profitability by Customer Report for Banks? Customer Profitability Reports are considered operational reports and are used by account executives and analysts to review income, expenses and profitability for individual customers.…
Example of a Profitability by Customer Account Report for Banks

Profitability by Customer Account Report for Banks

What is a Profitability by Customer Account Report for Banks? Customer Account Profitability Reports are considered operational reports and are used by account executives and analysts to review income, expenses and profitability for individual…