WHAT’S NEW IN 3E FINANCIAL REPORTING 2.0AN INNOVATIVE AND GLOBAL LEADER Thomson Reuters Elite offers a complete enterprise business management solution to run all operational aspects of your firm, including business development, risk management, client and matter management, and financial management. Using our integrated suite of offerings enables you to increase visibility and streamline workflow, ultimately improving profitability and exceeding your clients’ expectations.

Released two years ago, 3E® Financial Reporting from Thomson Reuters Elite has already helped many 3E clients improve their business decision process and enhance their bottom line. Tailored for your accounting professionals, the Microsoft® Excel®-based module offers advanced analytical features and highly formatted financial statements while providing users control over creation, integration, and maintenance. Firm management benefits from sophisticated

business intelligence and up-to-the-minute insights on firm performance and trends. The latest release of 3E Financial Reporting brings enhancements in usability, increased standardization, and greater efficiency.

In 3E Financial Reporting 2.0, we’ve redesigned our reporting functionality to provide advanced reporting capabilities, including multi-dimensional report outputs and more intuitive and easy-to-use report components. More robust search functionality enables easier searches within account selections, which can help users more quickly and efficiently find the data they need. In addition, we’ve simplified data sources, so you no longer need to continually recreate the same data source, and you can reuse budget reports for any budget, saving time and eliminating unnecessary duplication.

3E Financial Reporting 2.0 allows for the seamless transfer of reports thanks to enhancements of the Report Migration Tool. An advanced validation process ensures reports are valid before being migrated and prevents users from accidentally overwriting any existing reporting options. Together, these enhancements allow you to confidently get the reports you need, when you need them.

With 3E Financial Reporting, you can move ahead to a more profitable future knowing that you are working with one of the world’s leaders in providing professional services firms with the most innovative of business solutions. With more than 60 years of experience, Thomson Reuters Elite has the proven expertise to make it happen for you.

KEY BENEFITS OF 3E FINANCIAL REPORTING 2.0

• An improved, streamlined interface makes report design easier and more intuitive

• Advanced report design tools provide faster and easier report design and analytical views of data

• Enhanced search capabilities make grouping any combination of GL accounts and account attributes a breeze, while making it easy to pin point needed accounts

• Simplified data sources eliminate manual processes and provide greater efficiency by including common components of time period, budgets, and data sources to allow the reuse of budget reports year over year

• Enhancements to the Report Migration Tool allow for direct database to database report migration and prevent importing invalid reports, account selections, and account filters

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WHAT’S NEW IN 3E FINANCIAL REPORTING 2.0

3E FINANCIAL REPORTING 2.0 HIGHLIGHTS

Redesigned account selections

• AccountSelectionshavebeenseparatedfromAccountFiltersforeasier use and management of natural vs. non-natural segments

• Robustsearchfunctionalitywithinaccountselectionsletsyousearchon attributes of a natural account (i.e. category and class) or full accounts (i.e. description, category, natural, class, masked alias)

• Combineasinglesearch,ranges,andfullaccountsintooneaccountselection to create complex account selections

Simplified data sources

• Younolongerneedtorecreatethesamedatasourceoverandoveragain, as data sources are now predefined and integrated within the Axis Editor

• Createbudgetreportsthatarereusableforanybudget,multiplebudgets, and year after year

• AsimplifiedinterfacewithintheAxisEditorallowsusers to select standard data source settings without restrictions

• Thesettingsforeachdatasourcearesaveddirectly within a Report Definition, keeping each setting specific to an individual report but no longer dependent on a firm-defined data source

Report migration tool updates

• Advancedvalidationprocesspreventsinvalidreports from being migrated and users from accidentally overwriting existing reporting objects

• Migratereportsdirectlyfromonedatabasetoanother

• Optiontoexportreportstoafileallowingfortheimporttohappenat a later time. Helpful when firms are converting, upgrading, or migrating to new environments.

• Standardreportsarenowdeployedwithinthedatabaseinstallationinstead of the report migration tool

Additional enhancements

• NewAxisEditorinteractionsprovideanewlookandfeelforeasier,more intuitive report design

• Advancedreportingfeaturesallowmoreflexibilitybetweenrowsandcolumns, including features that can burst columns by any combination of unit, office, department, and all non-local account segments.

• Displayoptionshavebeenredesignedandaremoreaccessible

• IntegrationintoExcelFilemenu(ExcelBackstageview)providesamore Excel-like user experience

• Optimizedreportgenerationtimes

• NowcompliantwithMicrosoftExcel2013,WIN8,Win10, and 3E 2.8.0

YOUR PARTNER FOR SUCCESSThomson Reuters Elite offers an end-to-end enterprise business management solution that allows law firms and professional services organizations to run all operational aspects of their firms, including business development, risk management, client and matter management, and financial management. As an industry leader for organizations across the globe, we understand the business and financial aspects of firm operations, and we have the tools to streamlineprocesses,improveefficiencies,andprovidetheflexibilityyou need to change and grow your business.

To learn more about the latest release of 3E Financial Reporting or for a global list of office locations, visit elite.com.