Reports created or uploaded by a user are owned by this user. In the past, you could not change this owner. This could be a problem if, for example, someone decides to leave the company.
You now have an option to change ownership of your reports. This new functionality also allows you to see who the owner/author of the report is.
On this card, you can see who is the author of the report.
If you are not the owner of the report, you can see who owns the report.
NOTE: The new owner must be a user in your system.
The Administration module has been completely redesigned.
The interface has been designed with tabs for items, such as, Users, Roles and Licensing. The tabs you see depend on the level of access you have.
We have also changed some of the terminology in Administration to better suit our customer’s needs:
There are three levels of administration:
|As an administrator at the top level, you can set up new clients and create groups and give users authorization as administrators for their groups and clients. You also manage licenses for all groups and clients. See Administration for top level.|
|As an administrator at the group level, you can manage users, roles and licenses for your group of clients.|
|As an administrator at the client level, you can manage users, roles and licenses in your client in the Portal. See Administration for clients.|
A group is a group of users who have access to create clients.
A client is a group of users who share a common access with specific privileges in the portal.
To access the Administration settings;
As a main administrator, you can organize your users into groups and clients:
To create a new group:
HINT: A group is a group of users who have access to create clients.
NOTE: How many clients you can create depends on your license.
For more information about user administration, see the updated Help section for Administration.
We have made some improvement to the context sensitivity of the Help system. This will help you to get the relevant information in the context of the module you are working in.
When you create a new user, you now have an option to re-send the invitation e-mail if the original e-mail was lost.
For more information about creating new users, see Create new user.
In Notification settings, you can select how you would like to get your notifications; by email, in a banner in the Portal or on your mobile and devices. To access the settings;
These settings have two levels;
Email notifications are by default turned off. If you want to receive emails with your notifications, you must enable the Email notification functionality;
NOTE: For the Archive settings, you can also select if you want to receive attachments in the email. The attachment will be an Excel file of the report.
The notification banner functionality is by default switched on. To disable;
The notification for mobile and devices functionality is by default switched off. To enable;
o The heading is always visible when you drill down in your reports:
If the Show Excel headings option is selected, the headings is now always visible.
o The drill-down shows clearly if there are no vouchers. You will get a message No attachments if there are no vouchers available.
o Improved error messages when writing back in Budgeting
o Negative numbers are now stored in Line Item Details
o Ability to drill-down on non-budgeting cells in budget templates.
We have launched OSR Budgeting and OSR Tables for Xledger:
Xledger users can now utilize the Budgeting module in OSR Portal to tailor their own budgeting process and use our predefined budget forms. The budget data is stored in the cloud and is easily available for other reports or for analyses purposes. XLedger users can also use the Workflow module to set up a workflow for the budgeting process.
For more information about the Budgeting module in the OSR Portal, see Budgeting.
This means, we now have budgeting for all existing integrations.
Set deviant fiscal periods in PowerOffice Go:
In the past, it has been a bit challenging to manage deviant fiscal periods in OSR, but this has been fixed in the current version of the OSR Portal.
To set deviating periods, you must do the following:
In the next upgrade there will be an option to set this manually from the Administration module.