Preparing for your Audit

We at Occupier are committed to ensuring your experience is as smooth and efficient as possible.

Our software is designed to simplify your audit preparation process. Here are a few key features that can help you stay organized and compliant:

• Real Time Reporting: Generate up-to-date reports at the click of a button. Helpful reports you can leverage during your audit are:
  • Roll Forward: Summarizes the roll forward balances for ROU Assets and Lease Liabilities
  • Disclosures: Everything you need to create your quantitative financial statement footnote disclosures. 
  • Measurements: Summarizes all assumptions made during the lease measurement process for each lease, including the possession date, expiration date, and discount rate. 
  • Trial Balance: Summarizes account balances at a point in time for your entire lease portfolio or by individual lease to help reconcile to your ERP. 

• Accuracy of your Lease Portfolio: Ensuring your lease portfolio is up to date within Occupier is critical to acing your audit.
  • Send all new leases and amendments to your dedicated customer support manager or customersuccess@occupier.com to get abstracted in Occupier.
  • Process any impairments, lease modifications, and lease terminations within Occupier. 

• Occupier SOC Report: If you need this report, please contact customersuccess@occupier.com.