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Intercompany Wizard

Intercompany Wizard

Intercompany Wizard

Use Excel functionality to improve the matching process

Intercompany Wizard allows users to analyse intercompany matching data in an Excel workbook.

The MerlinXL Intercompany Wizard report goes further than the standard HFM intercompany report by filtering and sorting the intercompany data to produce a report that allows users to easily identify the significant mismatches.

Intercompany Wizard can deliver significant benefits if you:

Intercompany Wizard can deliver significant benefits if you:

  • Have a significant number of intercompany mismatches each period
  • Find the standard HFM intercompany reports limited
  • Have to rely on emails to chase up reasons and actions for mismatches
  • Want to run an intercompany report on all periods in the year at once
  • Need to analyse the mismatches in more detail than the standard reports allow
  • Often try to export intercompany data to Excel to build your own intercompany matching tool

Unique Features of the Intercompany Wizard

Unique Features of the Intercompany Wizard

  • Can drill-down on a mismatch to get the POV’s and local currency value of the component elements
  • Allocates reasons, actions and comments to each mismatch, which are viewable by all users
  • Analyses the intercompany data in a pivot table and charts
  • Saves report settings in a library for easy access and distribution

The Intercompany Wizard has a wide variety of report options. It can:

The Intercompany Wizard has a wide variety of report options. It can:

  • Extract local currency data and translate on the fly – so the application does not need to be consolidated
  • Match on first or second parent entity, not just on base entities
  • Match based on a custom grouping of entities
  • Include non-ICP entities and the [ICP None] member

Replace in-house VBA macros:

Replace in-house VBA macros:

For many of our clients, the Intercompany Wizard has replaced their own customisation attempts to automate the intercompany mismatch reporting process using VBA macros. The MerlinXL Intercompany Wizard has the following advantages over in-house VBA macros:

  • It has more powerful functionality, as it uses VB.NET and the HFM API to extract the data (not SmartView)
  • It automatically updates itself for HFM metadata changes
  • It was developed by experienced programmers/chartered accountants who specialise in Excel
  • Updates for new versions of Excel and HFM are covered under the maintenance agreement
The Intercompany Wizard has transformed the way we manage our intercompany reporting and has saved us valuable time in our month end process.

See how the MerlinXL product suite can improve your Oracle HFM reporting

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Report Wizard  |  Journal Wizard  |  Intercompany Wizard
©2022 Merlinxl. All Rights Reserved.
Report Wizard  |  Journal Wizard  |  Intercompany Wizard
©2022 Merlinxl. All Rights Reserved.
Report Wizard  |  Journal Wizard  |  Intercompany Wizard
©2022 Merlinxl. All Rights Reserved.