Revision History

This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top.


What's Changed


28 JUL 2017

Initial Document Creation

Oracle Tax Reporting Cloud, August Update

This document outlines the announcements in the upcoming Oracle Tax Reporting Cloud update.

Announcements and New Features

Monthly Update Schedule

We would like to inform you of the upcoming monthly update for your Oracle Cloud environments. We will apply the latest updates to your test environment on Friday, August 4, 2017 and to your production environment on Friday, August 18, 2017. The update will be applied during your normal daily maintenance window.

The Oracle Help Center, which provides access to updated documentation, will also be available on August 4, 2017.

New Smart View for Office Version

Smart View for Office will be available by mid-August. This version fixes a number of defects. The Smart View Readme, available on the Help Center at the time of release, contains a complete list of the defects addressed in this version.

You must install this version to ensure compatibility with the August 2017 update features and to access the new functionalities. See “Installing Clients” in Administering Oracle Tax Reporting Cloud Guide for instructions.

File-Based Integration of Data Management with Oracle Fusion Financials Cloud

Oracle Fusion Financial Cloud Budgetary Control and Encumbrance Accounting is now fully integrated with Data Management.

This enhancement brings the integration of Oracle Fusion Financials Cloud with Oracle Enterprise Performance Management Cloud on par with the current file-based integration. As a result, the file-based integration will be phased out starting the September update to the service.

Processing Oracle General Ledger Adjustment Periods in Data Management

Data Management now has the option to include adjustment periods from an Oracle General Ledger source system in the Oracle Financials Cloud when loading balances to an EPM Cloud application.

Data Management Integration with the Financials Accounting Hub (FAH) and Financial Accounting Hub Reporting Cloud Service (FAHRCS)

Data Management supports the Financials Accounting Hub (FAH) and the Financial Accounting Hub Reporting Cloud Service (FAHRCS) as part of its integration with the Oracle General Ledger.

Country-by-Country Reporting Using Tax Reporting Cloud

Country-by-Country Reporting (CbCR) enables large multinational corporations to provide an annual return detailing key elements of the financial statements by jurisdiction. The report provides local tax authorities visibility to revenue, income, tax paid and accrued, employment, capital, retained earnings, tangible assets and activities.

Oracle Tax Reporting Cloud enables you to collect and assemble the required data for the CbCR reports, including financial data for each entity, Summary tables for the corporate entity, and details required for filing the report. When the report is prepared, it is submitted to Oracle Enterprise Performance Reporting Cloud to generate the official XML file that will be submitted to the local tax authorities, and a validation file that lists any errors. These errors must be corrected before the XML file is submitted.

For more information, see “Working with Country by Country Reporting” in the Administering Oracle Tax Reporting Cloud Guide.

Enhancements in Close Manager

Compact View for Lists

You can select to view Close Manager lists in Compact View to display more rows on a page. See the “Using Views” section in the Administering Oracle Tax Reporting Cloud Guide.

Date Calculations File for Close Manager

In Close Manager, new date calculation functions have been added, including Year, Month, Day, Date, and Add Month. The Date Difference function now also supports years and months. See the Administering Oracle Tax Reporting Cloud Guide.

Import File Delimiters

When you import a CSV file into Close Manager, you can now select a comma as a delimiter. See the sections about importing in the Administering Oracle Tax Reporting Cloud Guide.

Bulk Upload of Attachments

In Close Manager, you can create an attachment and upload multiple files. See the “Updating Tasks” section in the Working with Oracle Tax Reporting Cloud Guide.

Ability to Generate Report Binders

You can generate report binders in Close Manager. Report binders enable you to create a history of all activities that occurred as part of a close schedule.  For more information on generating and viewing report binders, see the “Report Binders” section in the Oracle Financial Consolidation and Close Cloud Administrator’s Guide.

Enable Teams for Close and Supplemental Data Management

In Close Manager and Supplemental Data Manager, there is a Team assignments feature that enables Preparers, Approvers, Viewers, and Integrators to be assigned to Teams.

Enhancements in Supplemental Data Management

Ability to Use Negative Start Date Offset in Forms

You can specify a negative Start Date for Supplemental Data Forms. See the “Assigning the Workflow” section in the Administering Oracle Tax Reporting Cloud Guide.

Configurable Columns Width in Forms

You can specify the column width for Supplemental Data forms. You can specify Small, Medium, Large, Size to Fit, or a Custom width. See the “Working with Supplemental Data Forms” section in the Administering Oracle Tax Reporting Cloud Guide.

Load Viewer Access to Forms

You can load viewer access to forms from files. You can also export viewer access to CSV files. See the “Setting Form Template Access” section in the Administering Oracle Tax Reporting Cloud Guide.

Defects Fixed




You can now run a book with prompts in the Chrome browser.


You can now edit prompts created in Financial Reporting Web Studio.


If linked grids are inserted into a report, the report is not displayed in the Reports section in the Simplified User Interface. To work around this, insert a new single cell hidden grid in the report in order for the report to be displayed.


You can now use the Select Members window for the page axis after saving a Financial Reporting report into a folder name that includes Japanese.


When inserting data or formula rows in a report in Financial Reporting Web Studio, the existing formulas now update to show the correct rows.


The Working with Planning for Oracle Planning and Budgeting Cloud guide now clarifies that copying/pasting data to Excel and the Spreadsheet Export feature copy data that is visible in the cell, but does not copy Supporting Detail, cell comments, or row labels.


Chrome users can now consistently see data in a form, regardless of the Zoom setting. Expand and Collapse work as expected.


On composite forms, the POV on the form’s header now matches the POV in the pencil icon (Edit Page POV) dialog box.


Forms now reliably show data in all rows.


The Job Console now displays consistently.


Data cells in forms now display consistently for Chrome users, regardless of their Zoom or Display setting.


The task list report now correctly shows which tasks are dependent.


In the Standard Interface, launched business rules that exceed their maximum wait time now display a correct message that the business rule is running in background mode and that the user can check its status in the Job Console.


Users can't launch a business rule from a task list if they’re assigned No Launch access to the business rule.


When a dashboard contains multiple objects, each object’s menus correctly and consistently display.


In the Financials business process of Enterprise Planning and Budgeting Cloud, the Year Over Year trends now calculate correctly when there is no data in the calculated column (OFS_Calculated).


A minimum of the Close Manager User role is required to access organization units.


You can now open a Data Status form from Smart View.


When you create a member formula on an Account member that includes a shared member, it is now validated successfully.

26205127, 26275034, 26228697

After applying the 17.06 update, the translation and consolidation process work correctly.


The Supplemental Data form UI has been updated to correct a misspelling.


Forms containing replacement dimension data can be open in Smart View as well as from web launch in Oracle Financial Consolidation and Close Cloud.


Forms containing replacement dimension data can be open in Smart View as well as from web launch in Oracle Financial Consolidation and Close Cloud.


EPM Automate

When using EPM Automate, log out and log in again after importing a Financial Close Management (FCM) snapshot to refresh the icons on the Home page.


You may receive inaccurate messages from Navigator if pop-up blockers are enabled. Disable pop-up blockers in your browser to avoid this.


In the Academy, some pages and icons may appear different in the video and the Cloud service.


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