Ratio Analysis

I think this issue is actually the same as the problem when submitting a location specific tax return Income tax payable - #6 by Patch or specific financial reporting format . So perhaps there maybe a solution which addresses all the requirements. What about for each

  • A “localisation” which defines the reporting categories (alternative chart of account groups and structure)

  • User assigns their existing COA accounts to the above grouping similar to how we now assign grouping for “Cash Flow Statements”. There should also be a default “Blank” / “not assigned” as well as “Not reported in this business” groups.

  • An “audit” report which shows an expanded view of accounts assigned to the groups, similar to the current “Financial Statement” reports but with the alternate COA structure

  • A localisation report formatted to what ever is required by a particular reporting authority.