Insight Software

APRIL 25, 2024

Check out our webinar on self-service subledger reconciliations for a quick primer on when and how to best use self-service subledger reconciliations for your organization. Hubble Best Practices: Self Service Subledger Reconciliations Download Now Why Do We Need to Reconcile Accounts?

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Insight Software

OCTOBER 17, 2024

Epicor technical skills are in short supply and a no-or low-code reporting solution bypasses this limitation, allowing your team to autonomously generate value from your ERP data with self-service report creation. Spreadsheet Server empowers your team with self-service reporting. Go beyond basic reporting and uncover hidden gems.

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Insight Software

JULY 1, 2021

The pressure is on to get the books closed cleanly, accurately, and without delay. A standardized accounting close process becomes your team’s roadmap for closing the books each month. It begins with documenting that process step-by-step, establishing clear responsibilities. offs and approvals and marking tasks as complete.

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Insight Software

MAY 6, 2021

Listed companies also have to create multiple documents for internal as well external disclosure that include both numbers and narrative. How easy is it to forget to change a comparative word in one or more documents (e.g., Budget Books/Decks. Board Books/Decks. Line of Business/Central Service. Lender Reporting.

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Insight Software

SEPTEMBER 1, 2023

But we’re also seeing its use expand in other industries, like Financial Services applications for credit risk assessment or Human Resources applications to identify employee trends. Can’t let future integrations, feature upgrades, or security flaws from third-party UI components risk their app or software crashing.

Predictive Analytics 52

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Insight Software

JANUARY 19, 2024

One of the most challenging aspects of being an equity administrator is managing the vast range of documents related to stock option plans. These documents are not only essential for compliance and accuracy but also for communication and transparency with option holders.

Documentation 52

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Insight Software

JULY 28, 2023

Demand for new capabilities: If your users demand advanced capabilities and self-service analytics, using basic dashboards and reports may lead to increased customer churn. They expect features like embedded self-service analytics, write-back, and workflow capabilities to seamlessly integrate with their other tools. So, now what?

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Insight Software

NOVEMBER 16, 2022

A board report is a document presented to the governing body of a company to help keep the board members up-to-speed on what’s going on within the corporation. A board report is one that combines and summarizes all the committee reports, as well as the report of the executive director, into one document. What Is a Board Report?

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Insight Software

JUNE 24, 2022

This is the driving principle of financial close management – a new approach to closing the books. The financial consolidation and close process takes a variety of financial statements and documents. Double-check that: All vendor bills are recorded in the software. And account reconciliation can be done on a weekly basis.

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Insight Software

APRIL 30, 2021

The process of embedding XBRL tags into the XHTML document to produce the Inline XBRL (iXBRL) output requires software. This isn’t just confined to annual and other external reports, but also internal management reports, board books, and reports for individual business units.

Finance 98

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Insight Software

NOVEMBER 30, 2023

Developers have made strides within their software to support accessibility features and third-party tools to make their applications more accessible when users have some physical impairment. Luckily for software vendors, these standards overlap. Organizations can attain Section 508 by meeting WCAG 2.0 Level A and A.A.

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Insight Software

DECEMBER 30, 2021

It should be realistic, and to that end, it should encompass a set of facts that support the achievement of the organization’s goals. In the case of a public company predicting quarterly profitability, for example, a forecast is a comprehensive document akin to a financial statement.

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Insight Software

OCTOBER 4, 2021

In the domain of supply chain management, a body of best practices has emerged that enables this kind of analysis to assess the performance of internal processes, suppliers, and service providers. Here are the top 10 supply chain management KPIs that can help you run a more effective, efficient, and prosperous organization. #1.

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Insight Software

APRIL 25, 2024

It shapes the regulatory landscape for publicly traded companies in many ways, including mandates surrounding: Auditor Independence : The SOX Act restricts the types of non-audit services that auditing firms can provide to their clients. This is an internal audit conducted by an independent auditor who must be an impartial third party.

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Insight Software

JULY 14, 2022

Cash flows from operations (CFO), also known as operating cash flows, entails cash flows that occur directly from the normal course of your business, such as when you sell goods or services. Accounts payable represents the money your business owes to your vendors, service providers, or tax entities. Accounts Receivable (AR).

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Insight Software

FEBRUARY 23, 2024

Third, it supports data-driven decision making by providing a holistic view and context for data analysis. Mapping Customer Data An organization decides to integrate data from its various customer touchpoints, such as sales, marketing, and customer support, into a unified CRM system.

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Insight Software

JANUARY 11, 2024

The two most common options are hiring a third-party service provider or using a software solution like Certent Disclosure Management (CDM) to do it in-house. CDM standardizes workflows and supports real-time data connectivity to keep financial information up-to-date.

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Insight Software

JANUARY 19, 2024

The reason behind its creation is that independent software vendors (ISVs) like you often need to offer reporting capabilities and data visualizations embedded directly within applications that you develop and maintain. We enhanced the software with accessibility features and third-party tools for a better user experience.

Embedded Analytics 52

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Insight Software

NOVEMBER 16, 2022

Focusing on your existing customers is an essential strategy for measuring the overall performance of your service. Perfect order index = (% of orders delivered on time X % of orders complete X % of orders damage-free X % of orders with accurate documentation) x 100. Using a third-party fulfillment center. Service Level.

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Insight Software

JUNE 24, 2024

By utilizing the SimbaEngine SDK, you can efficiently map your data into a relational format, enabling you to build an ODBC driver compatible with various application vendors, including Power BI, Tableau, Qlik Sense, Alteryx, Informatica, MicroStrategy, Logi Symphony, Excel, and more. value receipt.items[0].price price receipt.items[1].value

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Insight Software

NOVEMBER 7, 2023

Similarly, the tools you use to run your enterprise are becoming increasingly diversified, from different vendors and cloud environments to various ERP systems and BI tools. As your organization creates new departments, products, and services, you will see more and more data sources emerge.

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Insight Software

NOVEMBER 15, 2021

Excluding income tax, the other direct and indirect taxes such as property tax, sales tax, use tax, goods and services tax (GST), and finally, value-added tax (VAT), can be a large portion of the tax cost. If the technological enhancements entail the procurement of better data, then it can help support the organization’s tax positions.

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Insight Software

OCTOBER 4, 2023

This expansion of responsibilities is exacerbating the well-documented trend of finance team burnout, leading to undesirable turnover. Addressing these challenges often requires investing in data integration solutions or third-party data integration tools. It’s no surprise that 82.4%

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Insight Software

FEBRUARY 9, 2022

This prevents long planning cycles, multiple local copies of planning documents, and decreased data accuracy, which can lead to increased costs and potentially missing revenue targets. Few planning vendors have the Oracle E-Business Suite knowledge and expertise required to enable a fast, successful implementation.

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Insight Software

SEPTEMBER 19, 2023

Worldwide spending on public cloud services is expected to grow by 21.7% Self-service BI How can we rapidly build BI reports on cloud ERP data without any help from IT? Drill down to transactional details and generate ad hoc analysis in support of strategic performance reporting. How do we get the most out of our BI investment?

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Insight Software

DECEMBER 13, 2021

While most individuals may only participate in an IPO at most a handful of times in their career, Certent EM’s equity management service team has extensive experience in the area and a track record for excellence. Certent EM can start your implementation much more quickly than competitors who are often booked out well in advance.

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Insight Software

MARCH 2, 2022

Similar to the process of financial reporting, companies or organizations produce ESG reports to provide a summary of both qualitative and quantitative disclosures that are supported by an analysis of their performance across the three sectors. They will also need to inform investors where the ESG risks are in their investment portfolios.

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Insight Software

JULY 29, 2021

In a study of how and where corporations are discussing ESG issues, along with the number of public documents (including filings and ESG reports) published, Deutsche Bank concluded that corporations’ ESG priorities have indeed changed in response to the pandemic. Choosing a Disclosure Management Solution.

Supply Chain 52

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Insight Software

NOVEMBER 2, 2021

This network consists of manufacturers, vendors, warehouses, transportation, distribution centers, and retailers. Because this SCM KPI helps measure the responsiveness of your supply chain and the quality of your customer service. Customer order cycle time = order delivery date – order receipt date.

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Insight Software

FEBRUARY 2, 2022

Forward-looking financial documents may include budgets, projections, forecasts, and pro forma financials. Budgets tend to be internal documents, intended for planning and assessment. Perhaps it is most useful to describe budget forecasting as a kind of hybrid document that combines elements of both budgets and forecasts.

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Insight Software

AUGUST 31, 2022

Initially, BEPS was intended to resolve questions around digital assets such as software and services, which defy traditional notions of goods and services being produced and delivered in specific jurisdictions. Make sure that your transfer pricing policies are solid and that they’re supported by the right documentation.

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Insight Software

AUGUST 26, 2021

This is particularly true in cases where owners or office managers routinely perform cash withdrawals from a local bank account, or maintain a stock of checks from which they can issue that much-needed vendor payment, usually to cover an “emergency” situation. Ideally, a single employee should act as the sole custodian of the cash.

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Insight Software

SEPTEMBER 22, 2022

It’s a slow walk to the finish line in which numbers are moved from one system to another and from one document to another, and every change requires another round of copying and pasting. The problem in most companies is that information doesn’t flow automatically from each of those systems or documents to the next.

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Insight Software

MAY 16, 2022

Certent Disclosure Management supports your implemented close process by zeroing in on the specifics your company will need to meet for these sophisticated reporting requirements. Build documents from pre-existing sections, allowing experts to focus on their individual components.

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Insight Software

OCTOBER 13, 2022

In some cases, narrative analysis may be necessary to support legal or regulatory compliance. You’re already dealing with (at least) three different copies of the same information, but because there’s nothing linking your source system and your narrative analysis to those three (or more) output documents, you’re left with only one choice.

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Insight Software

JUNE 9, 2022

Access views from both on-prem and cloud ERPs via a fully managed turn-key service with zero maintenance overhead. New Cloud Accessible Web Portal for Streamlined User Self-Service. introduces a web-based, user-centric, self-service hub experience that builds on Angles for Oracle’s market leading operational reporting capabilities.

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Insight Software

MARCH 14, 2024

Data Lineage and Documentation Jet Analytics simplifies the process of documenting data assets and tracking data lineage in Fabric. It provides the ability to transfer code and procedures between various environments, preventing vendor lock-in and guaranteeing flexibility in response to changing business requirements.

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