Oracle Fusion Financials for America Predefined Reports

Oracle Fusion Financials for America provides predefined reports that are used to meet reporting requirements for specific countries and for reconciliation and audit of tax calculated on transactions.

You can schedule and run reports from the Scheduled Processes work area found on the Navigator. To run predefined reports:

  1. Click the Schedule New Process button.

  2. Search on the Process Name.

  3. Enter the appropriate parameters.

  4. Enter the appropriate process options and schedule.

  5. Click Submit.

Oracle Fusion Financials for America provides predefined reports for:

  • Mexico

Reports for Mexico

The tax reports for Mexico are:

Display Name

Description

Chart of Accounts for Mexico Report

Companies in Mexico must submit accounting information to the tax authorities. According to the new government regulations, companies must upload accounting information to the Tax Administration Services (SAT) internet portal through a registered email account.

Journals for Mexico Report

Companies in Mexico must submit accounting information to the tax authorities. According to the new government regulations, companies must upload accounting information to the Tax Administration Services (SAT) internet portal through a registered email account.

Auxiliary Report for Mexico

The Auxiliary Report for Mexico helps with an in-depth analysis of all accounting entries for a given account in a given period. The report displays beginning and ending balance, as well as the daily journals entries posted to that account during the period.

Trial Balance Report for Mexico

The trial balance report is an XML file that includes a summary of the initial balances, the sum of total transactions for the period, and the final balances for each account that you report in the Chart of Accounts XML file. The accounts related to assets, liabilities, equity, and results of operations (revenues, costs and expenses) are all included.