Full-client file documentation for Sarbanes-Oxley compliance

Before setting off to reinvent the wheel…

I’d like to advise my full-client (5.1.6) financial power users about techniques to help them document key assumptions in their reports, to help auditors understand how they derived their numbers. Particularly, they need to display conditions, filters & variables that affect calculations/groupings.

Is anyone aware of best practices for this type of thing. I have already consulted with Stephanie Lyon regarding her helpful script, but I need to get at filters (usually local, not global), too.

I’d appreciate learning from anyone’s successes or failures on this topic.

Thanks!

[Edit - Moved to General Discussion. Dave]


Steve Millward (BOB member since 2004-07-28)