2023



June 2021

What’s New

 

 

Assignments: New user interface

We have made great improvements to the Assignments module. The new user-friendly design has all user budget assignments in a list as opposed to the old assignment cards. Assignments can be assigned to users from the Workflow module or directly from Budgeting.

An assignment can contain multiple budgets to work on. If users are assigned budgets with Let user decide parameters, they can generate their own assignments from the Generate assignment cards. The generated assignments are then included in the list of budget assignments.

 

There are two sections in Assignments:

 

1 Generate assignment cards: If the assignment allows you to select parameters for the budget, you can generate assignments from the assignment cards on top. You can generate as many budget assignments as you need. NOTE: If the user assigning the budget to you has set all parameters for the budget, you will not see the Generate assignment cards. Therefore, you will only see the Generate assignment cards if the assignment is created with the Let user decide option.
2 Assignment list: Here you find your assignments to work on.

 

 

Generate assignments

This step is only applicable if the assignment allows you to select the budget parameters.

NOTE: For assignments with Let the user decide parameters, you can generate as many budget assignments as you need.

NOTE: If the assignment has a start date in the future, you will see the start date on the Create assignment card. You must wait until the start date before you can generate an assignment.

To open the assignment and work on the budget:

  1. On the Create assignment card you want to work on, click Open.
  2. Select the relevant parameters. If the parameter fields are grayed out, the person who created the assignment has already defined these parameters. They cannot be changed.

NOTE: Under Already created assignments, you can view assignments and parameters for previously created assignments.

 

 

3. In the top right corner, click https://help.onestopreporting.com/wp-content/uploads/2019/08/create-assignment.pngCreate assignments. The assignment is now added to the Assignments list and you can work with your assignment.

NOTE: Under Already created assignments you can see assignments you have already created.

 

 

View information about the assignment

In the top right corner of the Create assignment card, click Options.

Here you find the following information:

  • Name of the budget
  • Name of the workflow
  • Company
  • Task status
  • Start and due date
  • Parameters

 

 

C:\Users\ASHILD~1.STO\AppData\Local\Temp\SNAGHTML2e8ef6b3.PNG

 

 

Work with assignments

Assignments that are assigned to you from the Workflow or Budgeting module, are displayed in the Assignments list.

To open and edit the budget:

  1. Click Assignments.
  2. In the Assignments list, click on the budget you want to open and edit.
  3. (if applicable) Select the relevant parameters. If the parameter fields are gray, the person who created the assignment has already defined these parameters. They cannot be changed.
  4. Click Run to update the spreadsheet with updated data.
  5. Edit the budget. See Edit budget data for more information about the available editing options.
  6. Click Save data to save your work.
  7. Click Complete assignment when you are

NOTE: Your finished assignments are saved under Completed assignments. To see your completed assignments, you need to filter on Show completed assignments.

 

 

 

 

Use the Activity log

You can use the activity log to add or view comments about the budget. This can be useful when the workflow includes a reviewer and/or an approver.

  1. Click  https://help.onestopreporting.com/wp-content/uploads/2017/03/btn_filter_hide.png  on the Activity log bar. By default, all activities (states and comments) are displayed.
    • Click Statuses or Comments to filter the activities list.
    • Enter text in the search field to search for comments or states. The list is automatically updated.
  2. Enter text in the textbox and click Add to add a comment to the budget template.

 

View the status of a workflow in progress

To view information about the workflow;

  • On the assignment, click Options.

Here you can monitor the progress of the workflow.

 

C:\Users\ASHILD~1.STO\AppData\Local\Temp\SNAGHTML2e930db2.PNG

 

The Workflow Status pane provides the following information:

  • Name of the budget.
  • Name of the person who started the workflow.
  • Current status of the workflow with a list of tasks assigned to the workflow participants.
  • Parameters for the budget.
  • At the bottom, you find your progress in the workflow.

 

OneStop Reporting Light: Enabled Chart of Accounts

In OneStop Reporting, we have a default chart of accounts, however, you can customize these to suit your business needs. The changes you make to the chart of accounts are reflected in your reports in OneStop Reporting.

You can customize the chart of accounts at the top-, tenant-, or company level. If you, for example, make changes at the tenant level, all companies under that tenant will get the customized chart of accounts.

Note that you must be an administrator at the top, group, or tenant level to be able to access the Chart of Accounts tool, and the levels you have access to customize depend on which level you have administrator rights for.

For the top- and tenant level, the Chart of Account tool always performs a validation of the accounts against one of your companies. If you want to change the reference company for this validation, use the Reference company drop-down list in the upper right corner to change.

If you see a ‘Not mapped’ notification in a yellow box, it means you have accounts that are not part of the chart of accounts. We strongly recommend that you fix the issues, however, this warning will not prevent you from customizing your chart of accounts.

 

To customize the Chart of Accounts;

  1. Open Chart of Accounts.
  2. (If applicable) Select integration if you have access to multiple integrations.
  3. (If applicable) Select country the new chart of accounts will apply for.
  4. Select the level for which you want to change the chart of accounts, such as for a company, all companies in a tenant, or all companies under the top level. NOTE: If you select the top- or tenant level, all companies under that level will get the new chart of accounts.
  5. Click the Customize switch.
  6. Click Yes to start customizing.
  7. In the Filters column, select the appropriate filters. (See explanation for Filters and Operators below.*) Use the Add button in the Action column to add more filter criteria.
  8. Use the Lookup to select accounts. TIP: You can use the Search field to search for accounts.
  9. Click Use value.
  10. Click Save.

Your new chart of accounts is saved and the changes are reflected in your dashboards, reports, and budgets in OneStop Reporting.

 

*Filter and Operator options:

 

In the first drop-down box, these two options are available:

Option Function
Where Will include all data inside the specified filter.
Where not Will include all data outside the specified filter.

 

If there are multiple filters in the same group, these options will also be available in the first drop-down box:

Option Function
And Will filter the first condition AND the second condition.
Or Will filter the first condition OR the second condition.
And Not Will filter the first condition AND NOT the second condition.
Or Not Will filter the first condition OR NOT the second condition.

 

In the second drop-down box, select Account or other account attributes such as Account type, Account description, or External Code.

In the third drop-down box, these filter operators are available:

Option Function
In account is In… (the selected parameters)
<> account is Not equal to… (the selected parameters)
< account is Less than… (for numerical values)
> account is Greater than… (for numerical values)
<= account is Less than or equal to… (for numerical values)
>= account is Greater than or equal to… (for numerical values)
Begins with account Begins with… (for any phrase contained in the dimension)
Ends with account Ends with… (for any phrase contained in the dimension)
Contains account Contains… (any part of the phrase contained in the dimension)
Like OneStop Reporting will retrieve any data using “LIKE …” in SQL.*

 

 

For information about the Chart of Accounts (Kontoplan) in Norwegian, see Brukerdokumentasjon OneStop Reporting Light.

 

Fixes

 

Dashboards: Fixed issue when changing year

We have fixed an issue where the dashboards would show the wrong year when customers changed the year for the dashboard.

 

 

 

Budgeting: Fixed issue for Line Item Details (LID) when using sheets per value

The issue would occur when a parameter was set to Sheet per value in a budget template, such as, for a department or project. Then, the Comparable data per sheet in the Line Item Details would still be equal to the total of the selected department or project. This issue is now fixed.

 

Reporting: Improved error message for failed reports

We have improved the error mea\ssages users receive when a report fails. Now, users will get an error message with a reference number they can use when contacting Support.

 

Integration-specific fixes

 

Visma Business

  • Fixed issue with wrong data type on attribute VoucherDate in Group Reporting the General Ledger factset.