Workflow/Assignments enhancements and fixes

For this release, we have focused on improving the Workflow and Assignments functionality. Above all, many of the improvements focus on functionality for collaboration across teams during the budgeting process.

To make it easier for users to know when there is a new assignment for them, they will now get a notification, either in Notifications or by email, with a direct link to their assignment. In addition, users can now see assignments that have a start date in the future in Assignments.

You can now keep everyone in a budgeting workflow in the loop by allowing reviewers and approvers to comment on all published workflows, at any time during the budgeting process. All comments will be visible in the Activity log.

Furthermore, users can now see their completed assignments as these are now saved under a Completed section in the Assignments module. We have also made it easier to find budgets, by adding a Search box for both workflows and assignments.

 

Workflow notifications

Users will now get a notification, in the Notifications menu or by email, when there is an assignment for them, or any other activity in their assignments, such as comments. To access the assignment, the user can click on the notification or the Open link in the email, and they will be taken directly to the assignment.

The assignment notifications also apply to single assignments coming directly from the Budgeting module.

 

Let users see workflows and assignments that have a start date in the future

Assignments that have a start date in the future will now be visible for the user in the Assignment module, under Workflows. The user will not be able to start on the assignment until the specified start date and the Assignment card will be gray until the start date is reached.

 

Assignments and workflows available for users after completion

A user’s completed assignments are now saved under a Completed section. The same applies for completed workflows; when an entire workflow is completed, it will be stored under a Completed work section. The completed workflows are sorted based on completed dates. Workflows in progress are sorted based on the date of the last activity on the workflow.

NOTE: The Completed section is collapsed by default. Click the arrow to expand the section.

 

Added Collapse/Expand buttons to sections in Assignments

To make it easier for users to get an overview of their assignments, we have added Collapse and Expand buttons for assignments.

The last selection the user makes, expanded or collapsed, remains the next time the user opens the assignment.

 

Added Search box in the Assignments module

We have added a Search box for both workflows and assignments in the Assignments module.

 

Edit Workflow: Change date interval

It is now possible for the workflow creator to edit the date interval for a published workflow. The user can edit the date interval for the whole workflow, or for the various assignments in the assignments table.

NOTE: You cannot make any other edits to the workflow.

 

Possibility to generate multiple assignments with ‘Let user decide’ parameters

If a user’s assignment contains a Let user decide parameter, the user can now generate assignments several times. In the past, the Assignment card would disappear after generating an assignment, but now the card will remain in the Create assignments section allowing users to create different budgets for different parameters from the same assignment.

For example, if a user wants to create budgets for different projects, such as, Project A, Project B, etc., the user can create multiple assignments. The workflow’s Create assignments card will be available throughout the budgeting process, so the user can go back to create assignments for other parameters, as many as desired.

NOTE: If there is a time limit set on the workflow, the assignment card will be closed after the end date.

 

Improved Workflow review

When a workflow is published, all participants in the workflow, including reviewers and approvers, can now see the assignments before they are submitted. In this way, reviewers and approvers can add and read comments to the budget before the budget user has submitted the assignments and sent for review/approval. This makes the Assignments module a more complete tool for the budgeting process.

In the example in the figure below, James is the reviewer in the workflow. As you can see, all of his assignments cards are gray, because the budget users have not started or finished their budgeting. He can, however, open all budgets in the assignments to read and write comments in the Activity log pane.

 

Workflow status issue solved

Some users have experienced problems with workflow statuses when going from reviewer to approver. The issue is now solved.

 

Report Designer

No longer support for Office versions lower than 2013

To be able to solve certain issues some customers have experienced when using Report Designer, we can no longer support Microsoft Office versions lower than 2013.

 

Protect non-input cells

This checkbox is selected by default to protect non-input cells in budget templates. This means, when the checkbox is selected end users cannot input numbers to any cells in the Budgeting module, apart from those that contain storage rules (budgeting amounts with storage rules defined). However, you now have the option of deselecting this checkbox. When this is deselected, end users can input numbers into any cell in the budget template, also those that do not contain any storage rules. Please note that this option will apply to the whole budget and make any cell an editable cell.

To access the Protect non-input cells checkbox;

• On the OneStop Reporting tab, in the Configuration group, click Report Properties, and go to the Budgeting tab.

 

Help available

You can now access the help for Report Designer directly from a Help button on the OneStop Reporting ribbon.

 

Fixes

Report Designer: Avoid groups from disappearing from the Layout Editor

Some users have experienced that groups disappear from the Layout Editor when designing reports in Report Designer. To fix this issue it is recommended to turn on the Optimize for compatibility option;

• Go to File > Options > General, and select the Optimize for compatibility checkbox.

Please note that you must restart the application for the change to take effect.

 

Having non-OSR workbook and OSR Report Designer open at the same time

In the past, some users have experienced problems when they have a non-OSR Excel workbook and Report Designer open at the same time. The issue is now solved.

 

Switching company in Report Designer

We have fixed an issue where users have experienced being asked to log in again when switching company in Report Designer. Users should not have to log in again after switching company.

 

Remove use of App Data

Models and integrations will no longer be installed from App_Data under the portal installation directory. The models and integrations will be downloaded from the same OSR service as the on-premise installations.

 

Administration: Default permission selection for administrator role is now set to all permissions

In the past, users have experienced that administrator users in a role do not have all permissions set by default. This issue has now been fixed.

 

Integration-specific fixes

 

Visma Net

• Companies with deviating fiscal years error: We have fixed a bug that would cause errors in the period ID for companies with deviating fiscal years.
• Customers will only see the same periods in OneStop Reporting as they have in VismaNet: Users will now only see the periods as they have in their ERP system. In the past, OneStop Reporting would generate periods going 10-20 years back in time, even if there were no data for this period. Now, they will only see periods where there are transactions.
• Updated some factsets to make it more logical for customers to use: We have also made some changes to these factsets, so they are easier for customers to use:
• FactGLBalance:
  • Updated amount names for the factset.
  • Created a new amount field that is calculated based on credit and debit fields. This will be the same way it is used in GeneralLedgerBalance.
  • Removed some redundant General Ledger transactions fields.
• General Ledger Transactions: Improved performance: To improve the performance, we have replaced the index for General Ledger transactions to ensure the period id is a part of the index.

 

Xero

• Accounts with foreign currency error: We have fixed a bug where some users have experience getting wrong numbers in their reports when using General Ledger Transactions with foreign currency accounts.
• Tracking codes not feeding through consolidated reports: We have fixed an error for customer running consolidated reports where only got the tracking codes for one company, but other companies return blank values for the tracking codes when using filters, such as departments.

 

Tripletex

Drill-down error: We have fixed an error where users could not use drill-down when reports contain the FactTimeSheetEntry attribute Chargeable.

 

PowerOffice GO

• Problem with group attributes solved: We have fixed a bug in reports containing multiple row groups without expansion, where some of these would not return any data and lead to values put into wrong cells (despite that the drilldown information seemed to be correct).
• Double mapping of MVA codes: We have fixed an issue where costs that had MVA code 12 would be listed twice in reports.

 

New integrations:

Mamut

OneStop Reporting version 5.x is now available for Mamut users. Please be aware that this version does not support Compello voucher viewer.

 

Navision (versions up to 2013)

OneStop Reporting version 5.x is now available for Navision users. Please be aware that this version does not support Multi-company script, but this will be available in the beginning of September 2019.