Analytical Review

Basic schedules are populated from Trial Balance data - current, prior, difference and percentage columns.

Comments, Key Issues, Journals, Management Letter points, Review Notes and Follow Ups from any item.

Compare budget to prior, budget to current, current to prior.

Preliminary AR uses draft column, Final AR uses adjusted figures.

Compared on difference or percentage basis.

Can also do vertical analysis by grouped data on percentage, gross percentage, difference and ratio (for ratio analysis).

Add attachments to any item (proof in total etc):

Pages may be shared with client for comment.

May create more than one version of a some pages - say “Trading A/c Div 1” and “Trading A/c Div 2 - edit pages to rename as required.

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