Compliance-first EAP

EAP release notes: extension concepts and table period settings

Written by Vicosight | Jul 27, 2026, 7:00:00 AM

Released on 27 July 2026.

This release lets you build your company's own extension taxonomy directly in Vicosight: create extension concepts of any data type, anchor them to the base taxonomy and remove the ones you no longer need. Table tagging also gains row and column period settings and clearer visual cues.

What's new

Extension concepts in Vicosight

We're pleased to introduce extension concepts in Vicosight. Previously, when the base taxonomy had no suitable concept for an entity-specific disclosure, there was no way to define one from within Vicosight. You can now create new concepts in your company's extension taxonomy straight from the editor, anchor them to the base taxonomy and use them for tagging alongside the standard concepts. This lets you tag disclosures that are specific to your company while keeping your extension taxonomy tidy and linked to the core taxonomy.

How it works

  • Create an extension concept: open the Create extension concept dialog from the editor and enter a standard label, a concept name, the period type and, for monetary concepts, an optional balance. The dialog checks that the name is valid and unique before you can save.
  • Choose any data type: the Data type list covers the types you need for your disclosures, such as monetary, shares, percentage, per share, pure number and text block. The same list is available when you edit an existing extension concept, wherever the data type may still be changed.
  • Anchor to the base taxonomy: on the Anchoring tab, add one Wider base concept and one or more Narrower base concepts. Clicking Add Anchor opens a taxonomy browser that only shows concepts compatible with your extension's data type, and you can search by keyword or navigate the tree. An extension can't be anchored to itself, and you're warned when a concept is missing its wider anchor.
  • Remove an extension concept: delete extension concepts you no longer need. If the concept is already used in your report, we tell you first and let you either cancel or delete the concept together with its tagging. Base taxonomy concepts can't be deleted.

Once an extension concept has been created or used for tagging, its label and properties are shown just like those of a base taxonomy concept.

For context, the ESEF Reporting Manual requires issuers to anchor each extension element to at least one element in the core taxonomy with the closest wider accounting meaning and scope. Anchoring keeps entity-specific extensions comparable with the standard taxonomy.

Period settings and visual cues for table tagging

Building on the row and column tagging we introduced in the previous release, you can now assign a period setting, Default period or Previous period, to a whole row or column of a financial statement table. Every fact you tag in that row or column then picks up the right period automatically, based on the project's default period and whether the concept is an instant or a duration. The previous period is derived from the project default period, so you don't need to set dates cell by cell.

To make the state of a table easy to read at a glance, the editor now shows clear visual cues for tagged and untagged numeric cells, for the selected row or column, and for rows and columns that carry a period or unit setting. This helps you see what is tagged, what is configured and what is still missing before you apply or remove tags.

Abstract grouping concepts in the presentation

You can now group related tagged concepts under an abstract grouping concept from the Presentation tab of the Inspector panel. The list offers the abstract grouping concepts available in the base taxonomy, and your choice is saved in the presentation structure of your report, so the hierarchy reflects how you've organised your disclosures. Using a grouping concept is optional.

Changelog

Taxonomy

New

  • Create extension concepts of any supported data type in your company's extension taxonomy, and use them for tagging.
  • Anchor extension concepts to wider and narrower base taxonomy concepts on the new Anchoring tab.
  • Delete extension concepts, with a warning and the option to remove their tagging when a concept is already in use.
  • Assign abstract grouping concepts from the Presentation tab of the Inspector panel.

Tagging

New

  • Set a Default period or Previous period on a table row or column, so every fact tagged in it gets the right period.
  • See at a glance which table cells are tagged and which rows and columns have a period or unit setting.