Spread Proof Concept study
Annual report to workbook, in one pass — a demonstration, not a shipped tool

Companies

2 companies on file. What is kept here outlives the reports it came from — those are deleted on the retention schedule; these are not.

Next year's report? Open the company and add it there. The name the run reads off the report is checked against the company before the statements are read. If it is a name the company answers to, the run files itself under the company when it finishes; if it is a different company, the run stops after that first short step. The rulings already upheld for this company are replayed on it. Only a run that read no name at all waits for you: its finished page offers Save to companies.

← Spread a report