What’s New

Get Data: Option to lock connections

We have now made it possible for users to make a connection private in Get Data > Create new connection/Edit connection. This can be very useful for users that have multiple companies in a connection and want to prevent users with the Can manage connections permission from editing the connection. Even if a connection is locked, the users with the Can manage connections permission will still see the connection, and are able to create data import jobs for the connection (for companies they have data access to), but it will be locked for editing.

NOTE: Administrators at the top level can still manage all connections, even locked connections made by other users.

When you first set up a connection, or if you click Edit on an existing connection, you will now see a Allow other users to edit this connection switch. The switch is off by default.

• If you turn off the switch, only you can edit a connection, such as adding other companies etc. All users with the Can manage connections permission will see the connection, but the connection will be shown with a Lock icon next to it.
  • If you turn on the switch, all users with the Can manage connections permission are able to edit the connection.

   

  IMPORTANT: If a connection is not private, users with the Can manage connections permission can see all companies in the connections, even companies they do not have data access to.

  NOTE: All existing connections will be locked to the user who created the connection initially.

   

  Changes to Connections display in Get Data

  As mentioned above, the new lock connections option also affects how connections are displayed in the Get Data > Connections list.

  In the past, the Connections list was filtered, for example, according to which companies users had data access to. Now, we have changed this, and users with the Can manage connections permission will see all connections that exist in a tenant, even connections they cannot edit (that are locked ). If a connection has the Allow other users to edit this connection switch turned on, users that are allowed to manage connections will also see companies they do not have data access to.

  NOTE: Now that users with the Can manage connections permission can see all connections, they can also see all Connection names. Users creating connections should therefore be careful when they select connection names.

   

  Edit budget templates in published workflows

  It is now possible to edit a budget template in a published workflow.

  When you edit a budget template that is part of a workflow, you will receive the following message:

  “This budget template is used in assignments or workflows. If you choose to edit this budget template, these assignments or workflows will be updated.
  Please be aware that any changes you make may affect the budgeting process.
  NOTE: Make sure you do not change any report parameters as this will prevent you from publishing your changes.”

   

  

   

  To edit the budget template, click Edit anyway.

  You can edit most aspects of the budget templates apart from report parameters. If you attempt to edit the report parameters, you will not be able to publish and must undo the edit.

  To undo the edit;

  1. In Budgeting, click in the top right corner to show details of the budget template.
  2. Click Undo edit.

   

  

   

  After you have edited a budget template that is part of a workflow, the assignees must rerun any templates they have run before.

  If they have the budget template open, they will receive a message from the system that the template is updated. If they run the template, they will lose any changes they have done since they last saved.

   

  User administration: Added Download to Excel as a permission

  We have added a new permission in the user settings to allow administrators to control whether a user should be allowed to download a report in Archive as an Excel file or not. If a user does not have this permission, the report can only be downloaded as a pdf.

  This can be useful if there are parts of a report, such as hidden data, that you do not want other users to see.

   

  

   

  • If users have the switch turned on in their Permissions, they are allowed to download reports as Excel files in Archive.
  • If users have the switch turned off in their Permissions, they are only allowed to download reports as pdf files in Archive.

   

  

   

  Get Data: Search & Filter menu open by default

  To make it easier for users to find the Search & Filter menu in Get Data, we have made it open by default the first time a user enters the screen. If a user collapses the menu, the Search & Filter menu will be collapsed the next time the user enters the Get Data module.

  To collapse the Search & Filter menu;

  • Click .

  To expand the Search & Filter menu;

  • Click .

   

  

  Fixes

   

  Data Manager: Prompt to confirm action when leaving page without saving

  Users will now get a Confirm action dialog box if they leave or refresh the Data Manager without saving their work.

   

  

   

  Data Manager: Possible to use comma as a decimal separator

  We have made it possible to use comma as a decimal separator in Data Manager when users have selected a portal language in which comma as a decimal separator is the standard. In the past, Data Manager would disregard commas as a decimal separator and, for example, change 0,1 to 1 when numbers were saved.

   

  Archive: Fix for toggle vertical/horizontal when opening multiple reports

  Some users have experienced that the Vertical/Horizontal toggle button has disappeared when they open multiple reports in Archive. The issue has now been fixed.

   

  

   

  All new report templates in Marketplace now have information again

  All report templates in the Marketplace (Get templates) should have information about the reports. Recently, there has been some report templates missing this information. The issue has now been fixed.

  To get information about the report template;

  1. In Live Reporting, click Get templates.
  2. Mouse over a report template card until you see a question mark.
  3. Click the Question mark.
  4. Click X to close the Information box.

   

  

   

  Live Reporting: Scrollbar in Marketplace

  For customers with a large number of Categories in the Marketplace, we have added a scrollbar.

   

  

   

  Get Data: Improved performance for viewing the log data import jobs

  We have improved the performance when viewing the log for data import jobs. For customers with a large number of data import jobs, some users have experienced slow performance when viewing the logs.

   

  Report Designer: Improved performance

  We have implemented fixes to improve the performance and stability of Report Designer. Customers should experience fewer crashes and faster performance after upgrading to the newest version of Report Designer.

   

  Report Designer: Improved Norwegian translations

  We have improved the Norwegian translations in Report Designer for 24SevenOffice, VismaNet, and PowerOfficeGO.

   

  Integration-specific fixes

   

  Xledger

  Important changes in the Account dimension

  We have seen the need to make changes to the Account dimension for Xledger. The reason for the change is that there may be multiple accounts with the same account number in Xledger, and OneStop Reporting will use these values when users save budget transactions.

  Specifically, we have created a new dimension that is a combination of account number and account name. The new dimension will be called “Account Unique”. The existing dimension called “Account” is moved down and becomes an attribute of this new dimension.

   

  

  What are the consequences?

  The old Account field will disappear from the user’s budget solutions and will need to be replaced by the new Account Unique field under Storage rules.

   

  

   

  24SevenOffice

  Changes to the Sales module

  We have changed the logic for Sales Orders and Order Lines under the Sales module which may have consequences for our 24SevenOffice customers.

  

  Previously, these Factsets have shown the same information, but there has been a difference in the logic regarding invoice date and order date:

  • Sales Orders had the following logic: First, it looked at Invoice Date, and if it had no value, then it looked at the Order Date.
  • Order Lines: Here it was the other way around; first it looked at Order Date, and if it had no value, then it would look at Invoice Date.

  We have now changed OrderLines to have the same logic as Sales Order. This means that it first looks at the Invoice Date, then the Order Date.
  As a consequence of this change, customers may find that the figures in reports where OrderLines is used might change the corresponding period.

   

  VismaNet

  We have added Customer/Supplier/Inventory subfields as attributes so customers are able to do cross-reporting with these fields.