Release Notes

  • February to April 2019

    Version: v5.2.20430.1215

     

    Download the latest version here.


    Changes to Administration

    We have made some changes to Administration to accommodate larger accounting firms that use Groups to organize their clients.

     

    Search for users

    We have developed a new Search users functionality, where you can search for users and get information about the user, such as email address, which tenants and/or groups they belong to, and if they have administrator rights.

    To search for a user;

    1. Click Settings > Administration.
    2. Click Search users.
    3. In the Search for users dialog, click the Tenants and Groups tabs to see which group and/or tenant the user has access to.

    NOTE: If you see a Key icon next to the tenant or group, that means the user has administrator rights in that group or tenant.

     

    Changes to the Group level

    We have also made some changes to the Group level.

    For larger organizations, such as accounting firms, it can be useful to organize the tenants into groups. In this way, it is easier for an administrator to add a user to multiple tenants, and giving them permissions and data accesses.

    For the Group level , you now see the tabs shown in the figure:

    Tab Description

    1

    Overview

    Shows the group name. Click C:\Users\ashild\Desktop\iconex_o2\o_collection\o_collection_png\yellow_dark_grey\16x16\pencil.png to edit the group name.

    2

    Group users

    Shows users that have access to the group level. You can add or remove group users. These users will have access to all tenants in the group and will automatically get access to manage other subgroups and tenants within the hierarchy.

    3

    Licensing

    Allocate licenses for users at the group level.

    NOTE: If you do not have a shared license, you will not see this tab.

     

    Manage group users

    Add group users

    A group user is a user who can access all tenants in a group.

    1. Click Settings > Administration.
    2. At the Group level, click the Group users tab.
    3. In the Add group user field, enter the email address and click Add. An invitation e-mail is sent to the new user’s e-mail. The new users will automatically get Tenant Administrator rights.

    NOTE: If you want to grant a user Group Administrator rights, turn on the Group Administrator switch. A Group Administrator can manage group users, and create new tenants and subgroups. In addition, they can manage licenses at the group level.

    NOTE: If you want to grant a user all permissions for all tenant in the group, turn on the All tenant permission switch. This permission gives the user administrator rights for all tenants in the group. In this way, they can manage licenses, users, and roles at the tenant level.

     

    Manage licenses for users at the group level

    1. Click the Licensing tab.
    2. Use the C:\Users\ashild\Desktop\iconex_o2\o_collection\o_collection_png\yellow_dark_grey\16x16\checkbox.png checkboxes to give module access to group users.

    NOTE: Licenses for group users is managed from here and not at the tenant level. At the tenant level, the module accesses will be locked when a user is a group user.

    NOTE: You can see how many available licenses you have in the column headers.

    To see an example on how you can use the Group level, see Organize tenants in groups: An example.

     

    Tenant level permissions and accesses inherited from group level

    Because you now can add users to a tenant by adding them at the Group level, there are some changes to the permissions, data and module access settings on the Users tab at the Tenant level.

    If a user is a Group User, he or she will have a Lock icon next to their names on the Users tab. If the user is given All tenant permissions at the Group level, or is a Group Administrator, their permissions and data access is inherited from the Group level and cannot be managed from the Tenant level.

    Module access is always given at the Group level for Group Users.

     

    Organize tenants in groups by drag-and-drop

    You can now use drag-and-drop to organize the tenants in your groups in the tree structure. You can, for example, move your tenants from one group to another. In addition, you can have a tenant in multiple groups if you want. When you move or add a tenant to a group, the group users are automatically added to the tenant you add or move.

    NOTE: This functionality is only available for users with shared licenses.

     

    Move tenant to another group

    To move a tenant to another group;

    1. Click the tenant and drag it to the group header.
    2. Select the Move here option.

    The group users in the destination group will automatically be added as tenant users.

    NOTE: If you move a tenant from one group to another, the group users from the original group are removed from the tenant.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML6f484cf1.PNG

    In the example in the figure, we move the Financely tenant under the Team William group to the Team Noora group. All group users from Team William are removed and the group users in Team Noora will be added.

     

    Add tenant to another group

    To add a tenant to another group, while keeping the tenant in the original group;

    1. Click the tenant and drag it to the group header.
    2. Select the Add here option.

    You will now have the tenant in both groups.

    The group users will automatically be added as tenant users.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML6f48149b.PNG

    In the example in the figure, we add the Financely tenant under the Team William group to the Team Noora group. In this way, we have the Financely tenant under both the Team William group and the Team Noora group. The group users for Team Noora will be added, and the group users for Team William are kept.

     

    Add multiple tenants more quickly

    We have changed the Add tenants dialog box, so it does not close for each tenant you add. In the past, the dialog box would close when you clicked the Create button. Now, the dialog box stays open so you can add multiple tenants until you click the Close button.

     

    Possible to search for users on tenant level

    We have added a Search users functionality to the Tenant level in Administration that allows you to only search for users in that particular tenant.

    To search for a user;

    1. Click Settings > Administration.
    2. Click the Users tab.
    3. In the Search or add users field, start typing the name.

    Marketplace: Possibility to have your own Marketplace

    It is now possible to create your own Marketplace for report templates. This is a feature we mainly offer to accounting firms as it requires OneStop Reporting to set up a separate tenant for this purpose. When you have a Marketplace tenant, you can upload templates to this marketplace and share between your tenants. The users in the other tenants will then only see the report templates you have shared when they click Get templates in Live Reporting or Budgeting.  Please contact support@onestopreporting.com if you want to set up a Marketplace tenant.

     

    Help improvements

    • We have made the context-sensitive help accessible for Internet Explorer users. In the past, the Help pane did not work properly for Internet Explorer users.
    • We have improved the Search functionality. In the past, the search results did not display properly when users entered search terms in the Search field. In addition, we have enabled the search functionality for users with Norwegian interface.
    • We have also made some improvements to the appearance of the Help when users open the help in the browser.

     

     

    Publisher: Publisher jobs will now run at correct time if the server time differs from UTC time

    We have fixed an issue where Publisher jobs would run at incorrect times if the server time differed from UTC-time.

     

    Administration: Delete companies dialog box

    We have changed the dialog box for deleting companies from a tenant in Administration to be more informative. The change has been implemented to make users aware of what happens when they delete a company.

     

    Live Reporting: Today’s date the default date in report templates

    In Live Reporting, if the parameter is a date picker, today’s date is now automatically set.

     

    Get Data: Search for companies when creating a connection

    We have added a Search for companies field when users create a new or edit an existing connection in the Get Data module.

     

    Improved error messages in Data Connection

    We have improved the validation process for data connections. In this way, users will get more detailed error messages with information about the cause of the error.

     

    Service automatically to start on server reboot

    In the past, customers have experienced that the OSR services do not start automatically after server reboot. This would cause reports not being run until the services were manually started again. We have solved this by setting the services to Automatic (Delayed Start) in the installer.

     

    Added Active Directory validation

    We have improved the Active Directory validation process.

    To add Active Directory users to OneStop Reporting, see Active Directory.

     

    Fixes

    • Report Designer: We have fixed an issue where some users experienced that Report Designer would crash if they selected a range, changed color for the range, and ran the report.
    • Report Designer: Solved translation issue for period functions: We have fixed an issue where some customers with Norwegian user interface would get a mix of English and Norwegian terms in the Period Functions menu.
    • Report Designer: Fix for users with proxy servers: In the past, some users have experienced authentication failure when attempting to edit reports in Report Designer from portals sitting behind proxy servers. The issue is now fixed.
    • Voucher viewer: We have fixed an issue where the voucher viewer would crash when the user had unsupported files. Now, the voucher viewer will show a message «File format not supported: <format>» or «File conversion failed: <format>» if the voucher viewer is mapped to unsupported file types.

     

    Integration-specific fixes

     

    Visma Business and Visma Global

    • Added period functions: We have added these period functions:
      • Last Quarter Last Year
      • Next Quarter Last Year
      • Quarter to Date Last Year

    Visma Business

    • We have changed display names in Group Reporting and edited the terms for all languages.
    • Drill-down: We have moved the voucher link to the left so the link is easier to access when customers do a drill-down:

     

     

    Visma Admin

    • We have fixed an issue that caused errors in drilldown for some customers.
    • We have fixed an issue where some customers experienced only being able to view data from the connection company.
    • We now have support for creating consolidated reports.

    Visma Global

    • Added period functions: We have added some period function to Visma Global. The period functions are now consistent between Visma Global, Visma Business, Visma Lønn, and Visma Administration.

     

  • October 2018 to January 2019

    (On-Premise)

     

    We have launched OneStop Reporting eLearning

    OneStop Reporting offers an online training platform – eLearning. The platform contains educational courses and videos, so that you can get a unique insight into the OneStop Reporting solutions.

    To order eLearning, please contact us at orders@onestopreporting.com.

    On-demand learning

    You can learn whenever you want, and wherever it suits you. This gives you the opportunity to learn at your own pace, and always have access to educational material.

    The eLearning module contains:

    • Short videos: Covers a specific issue, so you can quickly find the answer you are looking for.
    • Courses: Contains multiple lessons to learn more in-depth about a specific topic. Some courses have assessments to test your knowledge after completion.
    • Learning paths: Contains multiple courses, so you get an even better understanding of an aspect of the product. We have put together relevant courses to make it easier for you to get the full overview. This should equip you with enough knowledge to fully utilize the functionality we offer.

     

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image001-1-1024x679.png

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image003-1-1024x679.png

    For more information about the e-learning, click here.

     

    Improved Help

    We have improved our context-sensitive help section, so that our customers see relevant help topics. In the past, we were not able to differentiate between the various installations of the OneStop Reporting portal. With the upgrade, users will get help specially tailored for their system.

    To open the Help pane;

    1. Click  https://help.onestopreporting.com/wp-content/uploads/2017/04/btn_topbar_help.png  Help.
    2. Use the Search for help field to find more topics.

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image005-1024x684.png

     

    To open the Help in the browser;

    • Scroll down to the bottom of the Help pane and click the Open in Browser link.

     

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image007-1024x668.png

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image009-1024x670.png

     

     

    New feature: The portal is now available in Swedish and Danish.

    The OneStop Reporting portal has now been translated into Swedish and Danish.

    To change the language of the portal;

    1. Click  https://help.onestopreporting.com/wp-content/uploads/2017/03/btn_settings.png  Settings.
    2. Click  https://help.onestopreporting.com/wp-content/uploads/2018/04/user_settings.png  User settings.
    3. On the My profile tab, click the Language drop-down menu to select a language. The language changes immediately.

     

    Live Reporting: Auto-refresh for report templates

    In Live Reporting, when you open a report template, you can use the   https://help.onestopreporting.com/wp-content/uploads/2019/01/Auto-refresh.png slider to select to refresh data every 5, 10, 15, 30, or 60 minutes.

     

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image022-1024x462.png

     

    Live Reporting: Export reports and report packages as PDFs

    You can now download executed reports or report packages as a PDF file.

    1. In Live Reporting, select a report template or report package.
    2. Click Open.
    3. Select parameter(s) and click Run.
    4. In the upper right corner, click the arrow under the Export to Excel button and select Download as PDF.
    5. Select to open or save the PDF file.

     

    https://help.onestopreporting.com/wp-content/uploads/2018/11/save-as-pdf.png

     

    Report parameters are now collapsible

    We have made the Report parameters sections collapsible so users get more space when working on report and budgets in Live Reporting, Budgeting and Assignments.

    To hide the Report parameters sections;

    1. In Live Reporting, Budgeting and Assignments, open a template.
    2. Click the Report parameters drop-down arrow to hide.
    3. Click again to show again.

     

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image024-1024x375.png https://help.onestopreporting.com/wp-content/uploads/2019/02/image026-1024x326.png

     

     

    Publisher: Added 7 days scheduling

    You can now schedule a publishing job to recur every 7 days (in addition to the monthly scheduling).

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image028.png

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    https://help.onestopreporting.com/wp-content/uploads/2019/02/image030.png

     

    Budgeting: Access to Budgeting setup

    To use the Budgeting setup in OneStop Reporting, the user must have the Can manage connections permission and a Budgeting license.

    In the past users had to be Customer Administrators to use the Budgeting setup.

     

    Administration: Set up Voucher Service for servers in DMZ

    In the installation wizard, you can install Voucher Service.

     

     

    In the Voucher Service step, you must enter port number for the voucher service. This is the port that is used for communicating to the external web server.

     

     

    Administrate Voucher Service settings in OneStop Reporting

    To turn on the Voucher Service;

    1. Click  https://help.onestopreporting.com/wp-content/uploads/2017/03/btn_settings.png  Settings.
    2. Click  https://help.onestopreporting.com/wp-content/uploads/2017/03/btn_settings.png  System Settings.
    3. Turn on the https://help.onestopreporting.com/wp-content/uploads/2018/02/Switch_on-e1521637305621.png Enable voucher service switch.
    4. Enter your voucher service URL.
    5. Click Save.

    NOTE: If you have already set up the voucher service, you can use this user interface to edit the voucher service URL.

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image011.png

     

    Administration: Support for integration extensions

    We have now support integration extensions. Please note that we currently do not have any tools for you to build extensions in OneStop Reporting, but you can upload extensions and use.

    As an administrator of a tenant, take the following steps to upload a customized model or an extension:

    1. Click  https://help.onestopreporting.com/wp-content/uploads/2017/03/icon_getdata_job_processing.png  Settings.
    2. Click  https://help.onestopreporting.com/wp-content/uploads/2018/09/elements_hierarchy.png  Administration.
    3. At the Tenant level, on the Overview tab, click the Add button in the Extensions section.

     

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image015-1024x620.png

    NOTE: Models can only be uploaded if the model is licensed. Extensions can only be uploaded if the base model is installed and licensed.

    To remove an extension;

    • Click  https://help.onestopreporting.com/wp-content/uploads/2017/03/btn_delete.png  Remove extension.  The base model will remain.

     

    Administration: Impossible to remove last Administrators on the customer level

    In the past, administrators could remove themselves as administrators, even when they were the only administrator at that level. We have now removed this functionality to prevent the risk of not having administrator rights on this level.

    If you try to remove the last Administrator at the Customer level, you will receive this message: «There has to be at least one Customer Administrator. Assign another user as Administrator before removing this user.» You must then add another Administrator and try again.

     

    Report Designer: Partial support for Excel Macro-Enabled Workbook

    We now offer partially support for macros (Excel) for reports in OneStop Reporting.

    You can use macros in your reports when you create them in Report Designer and upload to OneStop Reporting portal. However, the macros will not run in the portal, but must be downloaded to Excel by the user for the macros to take effect.

     

    Create reports with Excel Macro-Enabled Workbook

    1. Create a new or edit an existing report from Live Reporting in Report Designer.
    2. Create the macros.
    3. Click Save.
    4. In the dialog box that opens, click No to be able to select .xlsm format for your report.

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image017-1024x576.png

     

    5. In the Save as dialog box, select the Excel Macro-Enabled Workbook (*.xlsm) file format and click Save.

    The report is uploaded to the portal.

    NOTE: The macros cannot be run in Live Reporting, so the receiver of the report must download the report to Excel.

     

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image019.png

    Exceptions

    You cannot use Excel Macro-Enabled Workbook for packages in OneStop Reporting; the macros will only work for the first report in the package.

    In addition, you cannot use the Sheet per value functionality when using macros in your report.

     

    Report Designer: New Settings for Conditional Storage for Budgeting in Report Designer

    We have implemented a new Settings menu for conditional storage for when creating budget templates in Report Designer.

    Previously this options only had a Store always option. Now, users can better control how data are stored, for example, by ignoring rows or columns.

     

    https://help.onestopreporting.com/wp-content/uploads/2018/10/image001-1.png

     

    Store even unchanged cells: This option will force data from this cell to always be stored. The application will not do a check whether the input cell has changed its value or not.

    Ignoring rows or columns:

    https://help.onestopreporting.com/wp-content/uploads/2018/10/image003-1.png

    • Use ignore flag on row: If the first cell in a row contains a value, the entry is ignored; hence not stored. False, 0, or empty string count as no value.
    • Use ignore flag on column: If the first cell in a column contains a value, the entry is ignored; hence not stored. False, 0, or empty string count as no value.
    • Use ignore flag on row or column: If the first cell in either the row or column contains a value, the entry is ignored; hence not stored. False, 0, or empty string count as no value.

    Ignore cell value 0: Means that cells including 0, NULL, or empty are not stored. This is useful when you have larger budgets to avoid creating unnecessary records.

     

    Suppress delete: Normally, values in a cell are deleted after pressing BACKSPACE or DEL or blanking out the value. If this option is selected, the value is used to update existing/insert a record in the storage dimension.

     

     

    New integrations

    We now support Visma Lønn, Visma Administration and Microsoft Dynamics AX (2009).

     

     

    Fixes

    • Live Reporting: When you create a new report in Live Reporting, the page now navigates to where the new report is in the report library. This makes it easier for users to see their new reports.
    • Archive: Playlist column widths: We have adjusted the column widths for Playlists so that the Date column shows the entire text. We have also removed the Type column.
    • Report Designer: Fixed issues with “Based on Excel range” settings in Comparable data: We have fixed an issue where users experienced that even though they selected the Based on Excel range option in Comparable data, the data were based on historical data.
    • Report Designer: Fixed error when saving budgets with protected sheets in Report Designer. Some users have experienced error messages when input-protecting cells in Report Designer.
    • Report Designer: Fixed issues with performance problems with the Index Excel formula in the portal by upgrading to SpreadJS 11.2.6.
    • Report Designer: Error in Period lookup: We have fixed an error where some users would get an error message when using the Period lookup when the Current checkbox was selected.
    • Workflow module: Fixed issue with publishing workflow with templates without parameters: Users have experienced receiving error messages when they set up a workflow that contains a template that does not contain any parameters.
    • Workflow module: We have fixed an issue where some users would get a script error when editing a workflow user when there are no parameters in the workflow.
    • Workflow: Crash when opening duplicated workflow: We have fixed an issue where some users would experience crashes when opening a duplicated workflow and clicking the Edit button.
    • Budgeting: Creating budget assignment does not refresh parameter values after changing company: Users have experienced that when they assign a budget template and try to change company, the data are not updated. This issue is now resolved.
    • Budgeting: We have now made it possible to delete content of a range of cells with Line Item Details in a budget template. In the past, you had to delete cell by cell for cells that contained LIDs.
    • Budgeting: Missing scroll bar in Budget Flow: When users had budget templates with multiple parameters in a budget flow, there was no scroll bar. This has now been implemented.
    • Budgeting: Copying cells in budgets not working in Internet Explorer: We have fixed an issue where users could not copy/paste cells in a budget more than once when using Internet Explorer.
    • Budgeting: Line Item Details: We have fixed an issue where some users experienced problems when pasting numbers in ranges; the numbers without decimals would disappear. Also, for ranges containing empty cells, the old values were not overwritten.
    • Budgeting: Distribution rules do not appear in Spread dialog: We have fixed an issue where some user experienced not being able to use distribution rules they have created in Settings > Distribution rule in Line Item Details in Budgeting.
    • Budgeting: Save button always active: In the past, if users had selected the Store always option as a storage rule in a budget template, the Save button in the portal was inactive until the user actually started to edit a cell. This is now fixed so the Save button is always active.

     

    Upgraded to new SpreadSheetGear version

    The upgrade will fix a number of issues, such as:

    • Improved performance for some complex array formulas.
    • Fixed issue where adjoining cell borders that use different shade of the same Theme Color would not always render correctly.
    • Fixed a problem which caused data validation to sometimes incorrectly return false when the cell being validated is below the last data cell in a column and the data validation has the possibility of returning true for a blank cell.
    • Fixed date parsing to allow parsing dates without spaces such as «01nov» and «nov2018» as Excel does.
    • Fixed number formats such as «$?,???,???,??0» to include spaces for unneeded decimal separators.

    For more information, see: https://www.spreadsheetgear.com/downloads/whatsnew.aspx

     

    Integration-specific fixes

     

    Administration: Set dynamic path for Visma Document Center

    In the previous version, users could not set a dynamic path for Visma Document Center. This has now been fixed.

    If you, for example, enter \\visma1\VismaData\Workflow\{Company}\Documents2 this path will now point to \\visma1\VismaData\Workflow\F0014\Documents2. (Where F0014 is the company code.)

    For Visma Business, you can use the Prog table to override the path;

    If you set up a key named voucherviewer, the Data area column should include an exact path to the vouchers, including the company code, such as, C:\Visma\Vouchers\F4100\Documents.

    For outgoing invoices:

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image032.png

    For incoming invoices:

    https://help.onestopreporting.com/wp-content/uploads/2019/02/2018-11-28_14-52-08.png

    (Screen shots are in from a Norwegian user interface)

     

    For Visma Global, you can override the path from the [<schema>].[PMValue] table. The key is called “documents” and the column ValueText determines the path.

     

    Support for PDF in Visma Document Center

    We have now implemented PDF support for Visma Document Center, so users can view vouchers from pdf format.

     

    Visma Global

    Voucher viewer fails when customers have multiple companies. We have fixed this bug, but for users who have already installed, you can use the following workaround:

    If you have more than one company, you must update the path for the vouchers in the ValueText field in the PMValue table where the Name column is Documents.

    You must do this for each company database.

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image034.png

    Data Manager: We have fixed an issue where users could not delete rows in the Data Manager table. The Delete rows button is now available for Visma Global.

     

    Fixed Norwegian User Interface issue: Some users have experienced getting Danish language when they selected Norwegian. If the problem persists after upgrading to the latest version of OneStop Reporting, please contact support.

     

    Dynamics AX

    AX Virtual Companies: We have made it possible for customers to use virtual companies and accounts in OneStop Reporting. The setup works exactly like it did in version 4.6, where users have to retrieve the folder location from the setting named Settings.ContentFolder. Then, a sub-folder path Models should be added to this path. The resulting path will be something like C:\OneStop\Content\Models.

    For more information, see https://help.onestopreporting.com/help/misc/virtual-company-in-microsoft-dynamics-ax/?type=onpremise

     

    Dynamics GP

    Administration: Leading and trailing blanks in ERP connections: Some users have experienced formatting issues with report templates due to not being able to remove leading and trailing blanks when connecting to their ERP system. This issue is fixed by setting remove blanks as the default settings when connecting to the ERP system.