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What's New in Financials 13.00

The following describes the features and enhancements for Financials 13.00

Content

Monthly Management Reporting

  • Added Monthly Management Reporting product feature, which assists corporations and governments to produce Monthly Management Reports. See more...

Management Discussion and Analysis

  • Added Management Discussion and Analysis product feature, which assist corporations and governments to produce the Management Discussion and Analysis section of the Financial Statements.

Table of Contents

  • Changing the name of a note in the table of contents will update the corresponding note heading.
  • Selecting Skip Print in Format 4: Detailed tables of contents will now dsplay a prompt asking the user if they would like to skip the corresponding section.
  • You can now include sub-documents in the table of contents format 4 by selecting the Expand in table of contents option. See more...
  • The schedule name in the configuration dialog will now match the schedule name rather than "generic schedule".
  • Format 4: Detailed table of contents expands to include note content in the main table of contents, or can be setup to be a stand-alone table of contents for notes. See more...
  • Format 4: Detailed table of contents now supports 2 column printing. See more...

Tables

  • The Table Properties dialog now has a new user interface. See more...
  • You can now specify the print behaviour of tables when it extends beyond the page. Click the check box to move the entire table to a new page, or clear it to print the table over two pages. See more...
  • You can now insert a page break anywhere in the statements. See more...
  • You can now apply note references changes to the current reference, to all tables in a section, or to all tables in the document. See more...
  • Statements, notes and schedules that are made up of multiple tables will now have a single control to skip/hide a column. See more...

DIY Tables

  • Added the ability to copy the properties of an existing DIY column into a new column. See more...
  • The Column Calculation dialog now has a new user interface including navigational buttons to move to the next property. See more...
  • Added a prompt to allow template authors to show or hide table headings on existing DIY tables. See more...
  • Upon creation of a DIY table you are prompted to disable table headings.
  • You can now configure all columns on the creation of a DIY table in one step. See more...
  • DIY tables will now apply the correct styles based on the period selected. This includes changing the period after initial creation.

Libraries

  • A new ribbon interface has been added to libraries. See more...

  • Balance information is now provided when setting up rounding relationships. See more...
  • Hidden contents that were visible in the financial statements are now visible in the libraries.
  • A prompt will now appear asking whether to import source notes with the same note area, heading and topic to an existing topic in the destination document.
  • All style changes can be completed in the library documents and saved as a custom theme which can then be merged with the default theme. See more...
  • Added ZIP functionality to compress and transfer the library folder when working in a multi-author environment. See more...
  • The unreconciled difference row has been added to certain non-standard notes in the knowledge library for Canadian and U.S templates.
  • You can now add, delete and edit the custom properties of any section, paragraph, or cell in a library document.
  • Improved access to paragraph properties for template authors.

Organization Settings

  • Changed the behaviour of shading settings in CL - Organization Standards so that it automatically applies to the current year column in all tables when selected. See more...
  • Expanded the colour palette for shading options. See more...
  • Template authors can lock menu items that appear in the ribbon in the financial statements. See more...
  • You can now edit the default name for Review and Compilation in the CL- Organization Standards document. See more...
  • You can now apply the default settings from the CL- Organization Standards document into the financial statements. See more...

Notes

  • You can now have a note with two different note names based on the entity type. See more...
  • You can now open the modify note heading dialog by simply right-clicking the applicable note heading.
  • Accounting Policy Headings are now added to themes as acp which can be applied to note headings.

Usability

Onboarding

  • Added onboarding wizard for template authors to quickly set up the Organization Settings and for users to quickly set up the Financial statements.

Display/View

  • A NEW indicator will now display for any new recommended content added into the client file. See more...
  • You can now delete out of date or expired notes by clicking the warning indicators. See more...
  • Improved the visibility of content rules dialog for notes when accessing it from the right-click menu.
  • Inserting a blank page will now display in the document map.
  • Renamed the multi-financials button in Working Papers to Copy Statements.

XBRL

Help

  • Extended and improved performance of the search help functionality.
  • Enabled access to Diagnostics for all template documents.

Ribbon and Buttons

  • The Check for Updates button in the Content Management tab as well as the tab itself will now display a counter with the number of updates available. See more...

  • Financial statement options can be to default settings applied by template authors in CL - Organization standards.
  • Changed the behaviour of the Value Change Flag ( ) button in the ribbon to turn on/off.

Styles

  • End users in the Financial statements can now automatically apply the changes they've made to a style by selecting the "Automatically update style" option in the Styles and Formatting dialog. These style changes can then be saved to an engagement specific theme.

  • Expanded the colour palette on the Styles and Formatting dialog. See more...

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