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Copy/ Carryover notes and comments for financial statements

edited Jan 13, 2023 2:13PM in Narrative Reporting 7 comments

Organization Name (Required - If you are an Oracle Partner, please provide the organization you are logging the idea on behalf of):

Retirement Housing Foundation

Description (Required):

Ability to carry over and save comments/notes on financial statements from month to month, using Narrative Reporting.   

Use Case and Business Need (Required):

We process over 150 financial statements (Balance Sheet & Income Statements) per month. We add comments on monthly and year to date variances and add to these reports. Many of these variance comments get carried over from month to month, which currently require the re-keying of the notes from the prior month, taking hours of additional staffing hours per month. The alternative solution we found is to download these reports to Excel and cut and paste the notes from the prior month. This also takes quite a bit of time.

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