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Excel4apps

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  • Period End Consolidation with Excel4apps
    Period End Consolidation with Excel4apps Erika Creary, Missy Ojigho Recorded: Sep 13 2018 47 mins
    This Webinar is for anyone in finance who uses Oracle and is frustrated with the time it takes to handle consolidations.

    The path to prepare consolidated financial reports is often plagued with complexity. It’s susceptible to error due to added manual intervention.

    For organizations using native Oracle tools such as Financial Consolidation Hub or Global Consolidation System, these introduce efficiency to establish a set of consolidated balances. However, they do not present a flexible report solution to publish these balances. Often finance professionals resort to manual preparation of subsidiary consolidated financial reports directly in Excel. Manual preparation of financial reports introduces process inefficiency as balance adjustments in the Ledger impact report output and therefore re-invoke the repetitive time consuming steps of data import and report format.

    If you’d like to discover a few of the ways that you can reduce the time it takes to handle Consolidation, join this webinar! We’ll discuss some of the inherent problems around Consolidation, some of the frustrations that are common to finance teams, and insight into how to reduce these problems and frustrations.

    Join us Thursday, 13th September at 13:00 GMT.
  • Reconciling Balance Sheets with Excel4apps
    Reconciling Balance Sheets with Excel4apps Erika Creary, Missy Ojigho Recorded: Aug 16 2018 42 mins
    The balance sheet reconciliation is a key element of ‘closing the books’. It has long been an important control to ensure the accuracy of your financial statements, which in turn highlights the financial condition of your organisation. Reconciliations can identify mistakes and misappropriations and help to ensure that internal controls are being adhered to. Stringent review and scrutiny of balance sheet accounts during the period close cycle provides key stakeholders, management and auditors with assurance that internal controls are being applied and are working effectively.

    In this webinar, we’ll discuss Balance Sheet Reconciliation – the good and the bad.

    Join us to look at contributing factors to poor balance sheet reconciliations and how Excel4apps can help you to create a robust, efficient and seamless process.

    We’ll explore:

    - Time lost to repetitive and manual manipulation of data exported into Excel
    - Frustrating dependency on IT to execute ad-hoc report customisation
    - Audit risks due to not identifying potential fraudulent, improper or material transactions quickly.

    And more…
  • Ways to Accelerate Closing, Adjusting, Correcting & Recurring Journal Entries
    Ways to Accelerate Closing, Adjusting, Correcting & Recurring Journal Entries Erika Creary, Missy Ojigho Recorded: Jul 12 2018 46 mins
    Many of our Oracle customers have found that existing journal tools lack the ability to effectively validate financial data prior to uploading it into the General Ledger. There is also frustration at poor capability with multiple ledger journals, lack of automation and difficulty loading supporting documentation.

    This and other topics are discussed in our upcoming Webinar, Ways to Accelerate Closing, Adjusting, Correcting & Recurring Journal Entries.

    Join us Thursday 12th July at 13:00 GMT to explore:

    - Risk of Reporting Inaccurate Financial Statements
    - Inflexible or Inefficient Tools and Manual Processes
    - Journal Capture Deficiencies and Bottlenecks

    ...And learn how these problems can be solved.

    Part of the Bigger Picture

    This webinar is part of our Series: 5 Areas to Accelerate Period End Close. This series will cover one aspect of the Period End close each month, giving you valuable tips on making the process faster and easier. Watch our BrightTALK channel for upcoming webinars in this series.
  • Ways to Accelerate Subledger Close
    Ways to Accelerate Subledger Close Malcolm Hewlett, David Rincon Recorded: Jun 14 2018 44 mins
    The period-end close cycle is a myriad of steps that include transaction processing, journal entry capture, and financial statement preparation. At its core, the close cycle must achieve proper cut-off of financial activities each month in a timely manner starting with the Subledgers. Close cycle delays at the Subledger level ultimately impact process efficiency upstream for the General Ledger close and preparation of the financial statements.

    In this webinar, we’ll discuss some of the common frustrations with Subledger Close and how the Excel4apps solutions can solve these problems easily and cost effectively.

    Please register here to learn some practical ways of making the Subledger Close a simpler process.
  • Analysis for Office is Not the Only Option – Upgrade Your Planning and Analysis
    Analysis for Office is Not the Only Option – Upgrade Your Planning and Analysis Nicholas Gerber, Simon Parkes Recorded: Jun 7 2018 59 mins
    Are you an SAP® Analysis for Office user who wants some tips for getting around the frustrations you’ve experienced with reporting? Are you considering a move to this application but would be keen to see a cost effective alternative that leverages native Excel and installs easily?

    Join us on Thursday, 7th June, 2018 at 12:00pm for our Webinar and lean how you can update your Planning and Financial Reporting.

    Although Analysis for Office is positioned as an ad hoc and multi-dimensional analysis tool that makes it easy to filter and manipulate data in Excel, this is not always the reality. Many finance teams still run into roadblocks that make real-time reporting and analysis difficult.

    Who is this webinar for?
    - Anyone who uses BEx Analyser (or older) but is considering moving to Analysis for Office
    - Anyone who uses Analysis for Office and has experienced the frustrations of reporting and analysis within this tool.
    - Anyone looking for a more stable and reliable environment

    In this webinar, we will focus on four key areas that can help you retain and enhance the Excel reporting you already have.

    In this webcast, you will learn:

    1. Beyond PIVOT tables – How integration with native Excel can bolster planning and reporting functionality;
    2. Create real-time reports directly from SAP®;
    3. Create and maintain reports...without the help of IT;
    4. Empower users to use reports to their full potential – including modelling, analysis and drilldowns.
  • 5 areas to accelerate your Oracle Period end Close with Excel!
    5 areas to accelerate your Oracle Period end Close with Excel! Malcolm Hewlett & David Rincon Recorded: Apr 24 2018 56 mins
    When it comes to closing your financial month end, finance is usually looking at a tedious and time-intensive process requiring skipped lunches and late nights. Our recent survey of 780+ financial professionals from around the world showed that 33% are taking 5 days to close their books for a single period with another 41% taking more than 5 days.

    In this webinar, we will introduce five areas of the period end close process that you can easily expedite using Excel. By saving time and effort throughout your close, you can gain extra time for value-added tasks like audit preparations, data analysis, or simply getting to leave the office at a reasonable time. Gain insight into how you can accelerate 5 critical areas:
    1.Subledger Close
    2.Closing, Adjusting, Correcting, and Recurring Journal Entries
    3.Balance Sheet Reconciliations
    4.Consolidation
    5.Preparing and Publishing Financial Statements

    All financial professionals who are looking to shave time off their period-end close should attend this webinar.

    Register today!
  • Financial Reporting with SAP Analysis for Office - 4 key considerations
    Financial Reporting with SAP Analysis for Office - 4 key considerations Nicholas Gerber Recorded: Apr 19 2018 59 mins
    Are you currently using or considering SAP® Analysis for Microsoft Office as a reporting solution? Although positioned as an ad hoc and multi-dimensional analysis tool that makes it easy to filter and manipulate data in Excel, the offering creates some challenges for Finance. In this webinar, we will focus on four key areas to keep in mind when using or considering SAP® Analysis for Microsoft Office.

    In this webcast, you will learn:
    How to tap into the many benefits of native Excel, not provided by Analysis for Office;
    Create reports directly from SAP in real-time;
    Reduce the reliance on IT to create and maintain reports;
    Empower users to both consume, but also model and enrich reports.
  • Fast, not Furious! How to accelerate your SAP period-end close.
    Fast, not Furious! How to accelerate your SAP period-end close. Nicholas Gerber, Excel4apps Client Manager & Simon Parkes, SAP Solution Engineer Recorded: Oct 26 2017 51 mins
    Are you an SAP user? Are you feeling robbed of valuable execution time at month end due to laborious, time-intensive processes and complex tools? Do you rely on Excel during this tedious and stressful time, but find it to be too manual and inefficient? If so, you’re not alone!

    Join Excel4apps for a guided tour into a typical SAP period-end process, its challenges and suggested ways to improve and streamline standard methods. Learn automation techniques and how you can leverage Excel-based tools to cut reporting time in half!

    What you will learn:
    -How connecting SAP to Excel directly can drive significant benefit for the business and users.
    -Shorten period-end close to improve business KPIs and make finance teams happy again!
    -Avoid continual re-work and duplication - never export to Excel again!
    -Improve decision-making by having more time to analyse your data
    -Remove reliance on IT at this critical time and allow Finance to build reports themselves for ad hoc enquiries
    -Make adjusting and loading journals less of a headache
    -Manage the close process from real-time Excel.

    If you are a Finance or Accounting Professional or in IT supporting SAP and Finance and want to learn more about how you can achieve a faster, smarter and easier period-end process, then don’t miss this webinar
  • Fast, Not Furious. How to Accelerate Your Oracle EBS Period-End Process.
    Fast, Not Furious. How to Accelerate Your Oracle EBS Period-End Process. Nick Gerber - Client Development Manager, David Rincon - Oracle Solution Consultant Recorded: Oct 12 2017 50 mins
    Are you feeling robbed of valuable execution time at month end due to laborious, time-intensive processes and complex tools? Do you rely on Excel during this tedious and stressful time, but find it to be too manual and inefficient? If so, you’re not alone!

    Join Excel4apps for a guided tour into a typical Oracle EBS period-end process, its challenges and suggested ways to improve and streamline standard methods. Learn automation techniques and how you can leverage Excel-based tools to cut reporting time in half!

    What you will learn:
    -Shorten period-end close to improve business KPIs and make finance teams happy again!
    -Avoid continual re-work and duplication - never export to Excel again!
    -Improve decision-making by having more time to analyse your data
    -Remove reliance on IT at this critical time and allow Finance to build reports themselves
    -Make adjusting and loading journals less of a headache
    -Manage the entire close process from real-time Excel.

    If you are a Finance or Accounting Professional wanting to learn more about how you can achieve a faster, smarter and easier period-end process, then don’t miss this webinar!
  • How to Simplify Your SAP Project Reporting… (and Your Life Too!)
    How to Simplify Your SAP Project Reporting… (and Your Life Too!) Nick Gerber - Client Development Manager, Simon Parks - SAP Solution Consultant Recorded: Sep 14 2017 47 mins
    How easy is to keep track of multiple Enterprise Projects within your business? Do you find it easy to get the information you need out of SAP? Or do you frequently rely on data downloads and reformatting to make sense of the data, leading potentially to errors and out-of-date reports?

    Join us next week for a webinar on how you can easily simplify your SAP Project Reporting with Real-Time Reporting in Excel.

    What you’ll learn:
    •Use your favourite tool, Excel, for reporting on Enterprise Projects
    •Achieve 1 Single Version of the truth in Excel
    •Easily build Excel templates that refresh with Real-Time data instantly
    •Easily build and refresh Project Dashboards and summary reports
    •Eliminate Spreadsheet Risk such as spreadsheet errors and version control issues
    •Personalise report templates to Accommodate Different Stakeholders
    •Report on Transactional Data, Master Data, and more in Excel
    •Ability to Drill Down on transactional data, giving you true insights into the figures.

    Excel4apps uses the SAP authorisation user-IDs and profiles, it’s deployed quickly and with little training needed. It allows businesses to easily keep their finger on the pulse of multiple projects by providing real-time data to all stakeholders when and how they need it.

    Attend this webinar if you are a Financial Analyst or a Project Manager looking to simplify your project reporting…and your life too!

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