AMANA Live - Webinars with our experts
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SmartNotes - Layout-Roboter, InDesign-Converter and SN-Layout-Helper
With our two-part SmartNotes layout module - consisting of the InDesign Converter and the Layout Robot - we enable you to create a print-ready report directly from SmartNotes. You can take two different paths with our solutions. If you continue to work with your external layout agency or your internal layout team, e.g. your IR department, then you can use our InDesign Converter to avoid time-consuming and costly correction loops. With it, you can do up to 80% of the preliminary work in terms of layout and provide your agency with a directly processable document. Alternatively, you can use our layout robot in SmartNotes to create a print-ready report. It can be flexibly adapted to your table layout and controls it centrally, so you can achieve a consistent print-ready report layout in no time at all.
Referents: Nicole Tödtmann and Thomas Lohrengel
Disclosure Management SmartNotes: End-to-end process to the annual report
Our Disclosure Management SmartNotes increases the efficiency in the creation of annual reports and iXBRL reports and helps you to implement the ESEF requirements. Work with SmartNotes from the first data import, through the input of corrections, to the publication of the annual report in a print-ready layout without media discontinuity. Our Disclosure Management System relieves you of the manual work steps so that you can concentrate on essential content.
Referents: Björn Bielesch and Nina Schüller
ESG Reporting with AMANA: Automated Data Flow and integrated XBRL Tagging
The current European Sustainability Reporting Standard (ESRS) exposure draft, as published by EFRAG defines 178 sector-agnostic disclosure requirements, sector specific disclosure requirements are not yet defined. Those disclosure requirements describe hundreds of single data points and narrative disclosures that must be reported in a human-readable report, as well as in a digital and machine-readable format. It includes data points on water and energy consumption, Greenhouse Gas emissions, pollution, biodiversity as well as many social aspects like disclosures on workforce. Policies, targets, and specific action plans will have to be reported in order to see how companies are going to face the challenges of a changing world and climate change.
In our webinar, we are going to summarize the challenges regarding the actual reporting and publication process, which includes:
• How to calculate, collect and consolidate the required data points by using solutions from AMANA partners.
• Using disclosure management software to be able to work collaboratively on the sustainability statements.
• Automate the data flow from various sources into management reports in order to eliminate manual and error-prone process as well as to optimize the last-mile reporting process.
• Options how to handle formatting and the production of glossy and ready-to-print reports in Word or InDesign as well as online reports.
• Digital tagging of sustainability and financial statements with the ESRS or ISSB XBRL taxonomy.
• Auditing and publication of the final report.
Referents: Richard Bössen and Philipp Stampfuß
ESEF text block tagging - Lessons Learned
According to the new ESEF Regulation, the tagging scope for the preparation of ESEF annual reports ending after 01.01.2022 has been significantly increased. The full notes to the financial statements have to be tagged with text block taggings, additionally to the main financial statements, which is a new challenge for preparers and audit firms.
In our webinar, the experiences from the first year of ESEF implementation will be presented, especially regarding text block tagging. In addition to the technical requirements, we will also discuss practical examples of our intelligent software solution SmartNotes.
Referents: Nina Schüller and Philipp Stampfuß
Tips & Tricks for Word in combination with SmartNotes
Word in combination with SmartNotes offers a variety of possibilities to edit, automate, and layout texts. In this workshop, we will discuss typical stumbling blocks such as margins, table layouts, and table of contents. Additionally, we will give tips and reveal one or two tricks about how you can optimally structure and edit your documents.
Referents: Tamino Kschischan and Thomas Lohrengel
How to audit the upcoming ESEF text block taggings
The ESEF regulation mandates listed companies to publish their annual financial reports in iXBRL digital format. In many EU countries, the ESEF reports also have to be audited or reviewed. The main challenge of auditing iXBRL reports is the technical validation, checking of tags selected by the report creator and the comparison of the traditional format (PDF) with the new iXBRL format. Auditing iXBRL reports requires new knowledge for auditors and can only be done with a proper certified XBRL software.
Starting from 2022, the full notes to the financial statements have to be tagged with text block taggings, additionally to the main financial statements, which is a new challenge for preparers and audit firms. Various technical and business details have to be considered as part of the assurance.
In the webinar we explain the new rule, and show how the XBRL Auditor can used to face the challenge, and which new features have been implemented in the version 1.2 to facilitate the textblock tagging assurance.
The AMANA XBRL Auditor was developed on the basis of our many years of experience from hundreds of XBRL projects with a clear focus on the review and audit of iXBRL reports according to the ESEF regulation. Moreover, our software is already successfully used by numerous audit firms including Big Four firms .In our webinar, we will show you the features and benefits of the XBRL Auditor when auditing ESEF reports, as well as our experiences from the first year of ESEF.
Referents: Richard Bössen and Nina Schüller
The most common issues, challenges and solutions in ESEF reporting
In many countries the new ESEF regulation becomes mandatory for the first time for the annual reports of 2021. With a wealth of experience from more than 200 reports tagged in year one, we would like to make you aware of the most important challenges of ESEF for the coming report, how to solve them and the changes that happened to ESEF during the current year.
AMANA has been developing Disclosure Management and XBRL software for more than 10 years. Our XBRL engine is used by hundreds of companies across Europe to generate and process thousands of XBRL reports every year. With more than 600 customers and partners across Europe and more than 200 successfully submitted ESEF filings, we already have a lot of practical experience in working with ESEF.
Learn from our ESEF and XBRL experts what the biggest challenges are in creating annual reports and how you can solve them with our software solutions.
Referents: Nina Schüller, Dr. Philipp Stampfuß (AMANA) and Okan Zengi (Deloitte)
How to create an ESEF reporting in no time - Plug & Play with the AMANA XBRL Tagger
In our webinar, we will present our solution outlining the simple handling of report production and the automated tagging support feature based on artificial intelligence (AI) developed by AMANA, which significantly simplifies the creation of ESEF reports.
Referents: Nina Schüller and Janis Steinmann