Introducing Longview Workflow Designer

Longview provides corporate performance management (CPM) software that leading companies use to drive performance with speed, visibility, and financial integrity. Since 1994, many of the world's most respected companies have been using our technology platform to create a single repository of financial truth from which statutory consolidation, management reporting, financial planning, modeling, analysis, budgeting, forecasting, and strategic tax can be performed quickly and accurately, enterprise wide.

Longview enables enterprise clients to collect, store, analyze, and report on data in real-time by automating, centralizing, and standardizing any one or combination of the following key financial processes: Planning, Budgeting, Forecasting, Consolidation, Financial Close Management, Profitability Analytics, Statutory, XBRL Financial Reporting and Tax Provisioning. With Longview customers can reduce overreliance on spreadsheets, improve transparency, and regain control of these key finance functions.

Longview Tax calculates your company’s global tax charge, effective tax rate, and deferred taxes for tax provisioning purposes. Since Longview Tax uses the same technological platform as your corporate performance management solution, the tax reporting process is directly integrated into the corporate close process. As one solution, consolidated pre-tax income can be reported by legal entity to accurately calculate consolidated income tax charges and deferred taxes.

For more information on purchasing Longview Tax, contact your Longview Account Manager. Web services are a standardized way of integrating applications over the Internet or Internet protocol-based networks. Web services rely on certain software standards including Extensible Markup Language (XML), Simple Object Access Protocol (SOAP), Web Service Definition Language (WSDL) and Universal Description, Discovery & Integration (UDDI).

About this guide

This guide includes basic information on how to install your Longview system. The following sections indicate conventions that are used in this guide.

Warnings and notes

This guide uses the following conventions for warnings and notes:

Caution: Warnings provide cautionary information on the possible effect of certain actions, including the unintentional deletion of data. Be sure to read and understand all warnings before performing a related procedure.

Note: Notes provide additional information to help you understand your Longview system better. They also provide important information on exceptions to general guidelines.

Procedures

There may be several ways to perform a procedure in your Longview system.

• You may be able to choose a menu command. For example, to open a file, you can choose Open from the File menu. In this documentation, we use: Choose File > Open.
• You may be able to use a keyboard equivalent. For example, to exit you can press the Alt key and then the letter F to open the File menu, and then press X for Exit.
• You may be able to click a button or icon. If a menu command has an equivalent button or icon, an illustration of the button or icon may appear in the margin.

In this documentation, we may not describe all methods to carry out a task. Use whichever method you prefer. Depending on the task you are performing, certain methods may not be available.

Who should read this document?

This documentation assumes you have a working knowledge of Microsoft Windows and the Internet, and that you understand basic terminology such as buttons, drop-down lists, defaults, and so on.

It also assumes that you are familiar with basic accounting terminology and concepts.

This documentation is designed for people who work in the application to perform the following tasks:

Contacting Longview

Questions? We are ready to help. For contact information for Longview, visit our web site at insightsoftware.com/Longview/.