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Status Not under consideration
Workspace IBM Envizi - ESG Suite
Categories Base Platform
Created by Guest
Created on Sep 27, 2024

RELATED IDEAS

Set Financial Years for Classification Groups

Currently Envizi only allows the financial year to be defined at the Organisation level and this is applicable for all data reported across the platform. However, some customers have complex organisational structures and within this, different business units, member firms, operating companies or funds will have different financial years and therefore reporting periods. This enhancement request is for Envizi to provide functionality that allows the Financial Year to be set at a Group level, therefore when reporting at a Group, it is possible to run reports specific to that Group's Financial Year. 

Idea priority Medium
Needed By Quarter
  • Post comment
  • Admin
    Lynden Clark
    Reply
    |     Oct 1, 2024

    Envizi only supports a single setting of financial year at the org level. Modifying this behaviour to incorporate multiple financial years would be very complex. This is not something we can commit to right now.

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