Highlights of the October 2025 Release

Attach documents in CP-Cons (web client only)

You can now attach documents directly to accounts and items. This makes contracts, reports and spreadsheets centrally available in the respective context – for more transparency in consolidation, and less effort tracking them down. 

For further information and tips regarding this new feature, read the blog.

No more searching for documents: find all the information in the right place

If you have ever encountered discrepancies while preparing consolidated financial statements, you'll be familiar with the problem: the figures raise questions, but the information you need is buried somewhere in a contract, management report or email. Instead of focusing on the analysis, a hunt for the required documents must begin.

The new Corporate Planner version puts an end to all those time-consuming searches. 

In CP-Cons in the web client, you can now attach documents directly to accounts and items – right where the information is actually needed. All the relevant files – Excel sheets, contracts in Word and PDFs – are then just one click away. 

Consolidation with added clarity: a practical example 

When preparing the quarterly consolidated financial statements, you notice discrepancies in one of the subsidiaries. In the past, this would mean trawling through folders, making enquiries by email, and waiting for answers. 
Today, all it takes is one click: the management report, market analysis or note explaining an exceptional item is stored directly with that item. This means it's immediately accessible, centrally available and up to date. 

More than just a filing system 

The new feature makes Corporate Planner your central work platform: 

• Everything in one place: documents are linked directly to the financial structures. 

• Better collaboration: everyone's working with the same information – no more chaos caused by different versions. 

• Easy to use: upload by drag and drop, add as many as you like. 

• Secure, role-based access: function rights and section shares also apply to document attachments. 

• Long-term availability: documents remain visible over the entire timeline. 

With this, the consolidation module becomes the central hub for numbers and background information. Instead of losing time searching for documents, you can focus on what truly matters: fast, well-founded, and seamless consolidation.

Here's how it works: 

The new feature makes the consolidation module your central platform for figures and background information. Instead of wasting time searching for documents, you can now focus on what really matters: a quick, reliable and smooth consolidation. 

Practical consolidation use cases 

• Company-specific notes: management reports and analyses of exceptional items attached to the line items of that company 

• Currency translation: exchange rate lists and hedging agreements attached to the corresponding line items 

• Consolidation diagram: equity participation agreements and organizational charts attached to the subsidiaries 

• Eliminations: supporting documentation for intercompany transactions attached to the elimination items 

• Measurement of goodwill: acquisition price allocations and impairment tests attached to the corresponding accounts 

You can find a full overview of all innovations in the new release in the Release Notes.