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.|
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:
NOTE: Under Already created assignments, you can view assignments and parameters for previously created assignments.
3. In the top right corner, click Create 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.
In the top right corner of the Create assignment card, click Options.
Here you find the following information:
Assignments that are assigned to you from the Workflow or Budgeting module, are displayed in the Assignments list.
To open and edit the budget:
NOTE: Your finished assignments are saved under Completed assignments. To see your completed assignments, you need to filter on Show completed assignments.
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.
To view information about the workflow;
Here you can monitor the progress of the workflow.
The Workflow Status pane provides the following information:
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;
Your new chart of accounts is saved and the changes are reflected in your dashboards, reports, and budgets in OneStop Reporting.
In the first drop-down box, these two options are available:
|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:
|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:
|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.
We have fixed an issue where the dashboards would show the wrong year when customers changed the year for the dashboard.
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.
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.