2023



August 2021

What’s new

 

New: Settings – Show last run report

Using the new Settings, users can now decide if they want to show their last run report in Reporting.

NOTE: The setting is turned on by default.

To access the Reporting Settings;

  1. Click Settings.
  2. Click Reporting.
  3. Use the Show the last run report automatically switch to decide whether you want to show your last run report in Reporting or not the next time you enter the report player. NOTE: The setting is valid for all of your tenants and customers (if you have access to multiple).

 

 

Notification settings: Moved to Settings

We have also moved the Notifications settings under the new Settings menu.

The Notifications functionality allows you to know when certain events occur in the OSR Portal. For example, when someone shares a report with you, you will see a red circle on the Notifications button

To access the Notifications settings;

  1. Click Settings.
  2. Click Notifications.

NOTE: The Notifications settings can also be accessed directly from Notifications > Notifications settings.

These settings have two levels;

  • The options under Notifications control all notifications, across all modules in the Portal.
  • The options under Archive, Assignments, Get Data, Archive, and Publisher control the notification settings for the specific modules.

 

Enable email notification

Email notifications are by default turned off. If you want to receive emails with your notifications, you must enable the Email notification functionality;

  1. Click Notification.
  2. Click the Notifications settings menu option.
  3. Under Notifications, turn on the Send me email switch.

 

Disable the notification banner

The notification banner functionality is by default switched on. To disable;

  1. Click Notification.
  2. Click the Notifications settings menu option.
  3. Under Notifications, turn off the Show notification banner switch .

 

Enable notification for mobile and devices

The notification for mobile and devices functionality is by default switched off. To enable;

  1. Click Notification.
  2. Click the Notifications settings menu option.
  3. Under Notifications, turn on the Show on mobile and devices switch.

 

 

Fixes

 

Reporting/Administration – Improved Search functionality

We have improved the search for companies in Reporting and Administration.

 

Publisher – ‘Send as PDF’ issue fixed

We have fixed an issue where users who have selected to send Publisher jobs as PDFs and attempting to edit the job would not have the “Send as PDF” checkbox selected. The checkbox will now remain selected after opening the publisher job for editing.

Workflow – Date picker issue fixed

We have fixed an issue where the date picker sometimes would get cut off in the Workflow user interface.

 

Integration-specific fixes

 

Visma Business

  • Added the SAF-T attribute to the Account dimension.
  • Added CompanyName attribute to ThisCompany dimension in Group Reporting.
  • Added R-dimensions to Capital Asset factset.
  • Added link between Customer and OrderLines and OrderDocumentLines.
  • Added the InvoiceCustomer dimension in Sales Orders factsets.
  • Added link between PropNo and ComapnyID in Group Reporting.

 

Xledger

  • Added the Project Status attribute to the Project dimension.

 

Tripletex

  • Added link between the Department and Project dimensions.
  • Added the SupplierInvoice factset.
  • Added the ProjectParent dimension and links to the Project dimension.

 

Visma eAccounting

  • Fixed issue with inability to store Project, Customer, Supplier in OSR Budget Transactions.

 

Visma.net

  • Added Branch dimension to SupplierInvoiceLines and CustomerInvoiceLines factsets.
  • Added the ExchangeRate attribute to SalesOrderLines factset.

 

Visma Global

  • Added the StockSurveyTotals factset to the Logistics module.