Review Taxonomy Conversion

To review conversion comments generated from a taxonomyDictionary-like XBRL classifications that describe the context of data in financial statements and business documents. conversion in Certent DM:

  1. On the Disclosure Management ribbon, click Tool Box, then Filters, and Create/Edit Filter.

    DM Tab, Tool Box icon, Filters, Create/Edit Filter,

  2. In the Filter Selections window, in the Field dropdown, select Comment Type. In the Value dropdown, select Conversion. Click OK:

    Filter Selections window

  3. Use the Report Review tab in the DM Designer panel to review the results.

Filters > Explorer window

  1. Review and approve or Add Comments to each result.

Review Details window

 

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