Group Ownership & Reporting Scope Manager

Maintain the ownership facts and decisions behind the group reporting scope. This application is designed to organise entity relationships and dated share changes while keeping direct, indirect and assessed reporting positions distinguishable.

Best suited to

Group finance teams maintaining ownership and reporting scope records.

What you can manage

• Record relationships between the relevant group entities.
• Maintain ownership changes with their effective dates.
• Calculate direct and indirect interests from the recorded structure.
• Document the decision on each entity's reporting treatment.
• Retain supporting files for the ownership and scope review.

A practical workflow

Update the entity structure and dated ownership information, then examine the resulting interests. Document the separate accounting judgement on reporting scope and retain the evidence supporting the treatment selected for the period.

Why this workflow matters

Group reporting depends on consistent inputs before consolidation begins. Reviewing entity structures, mappings and reporting submissions helps the group understand what is included and how local records have been transformed. Decisions about scope and accounting treatment should remain documented alongside the data used for the reporting period.

Working with your records

Confirm the reporting date, entity scope and accounting basis before preparing group information. Review source packages and adjustments with the responsible entity owners, retaining the evidence for material decisions. The software organises the specified group accounting workflow; the appropriate consolidation and disclosure treatment still requires review under the framework adopted by the group.

Licence

12-month software licence purchased with a one-time payment. The purchase covers the stated licence term and does not create an automatically renewing subscription.