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IUC 2020 - Session Recordings


Joys of Using the Join Function

Joys of Using the Join Function


Speaker
Abby Roveda, CPA, Audit Supervisor - Crow Shields Bailey, PC
 

Combining datasets from different systems can yield powerful insights. In this session, learn how to test subsequent collections of AR using IDEA’s Join function. Discover new ways to use IDEA’s join function to isolate uncollected amounts from the year-end AR population to use for further analysis of the allowance of doubtful accounts. Also, determine how to effectively isolate large populations of transactions from the general ledger detail - without long extraction formulas or selecting multiple keys for a key value extraction.
 

Learning Objectives

  • Understand how IDEA’s Join function can merge data sets to gain valuable insights

  • Apply the Join function to subsequent collection procedures for AR

  • Isolate large populations of transactions by applying the Join function to the General Ledger


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