2023



October 2018

Improvements

 

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.

 

 

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:

  • 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.

 

Integration specific improvements

 

QuickBooks

 

OneStop Reporting is now on the QuickBooks Marketplace as a recommended app for QuickBooks users. https://apps.intuit.com/app/apps/appdetails?shortName=onestopreporting

 

 

Automatically attach generated vouchers from QuickBooks:

We have implemented voucher view for QuickBooks.

When a new invoice is created in QuickBooks, and the user clicks the Save and close button, the invoice is accessible via the voucher link in OneStop Reporting drilldown view.

 

To view voucher;

In a received report in the Archive module, or a run report template in Live Reporting;

  1. Right-click the cell where you want to drill down.
  2. In the Choose drilldown menu, select the drilldown item.

If there is a voucher connected to the transaction, there will be an attachment link under the Voucher Link column.

  1. Click the voucher link to open.

 

 

 

Visma eAccounting

Support for Voucher Viewer

We have made it possible for Visma eAccounting users to view vouchers when drilling down in a report.

 

To view voucher;

In a received report in the Archive module, or a run report template in Live Reporting;

  1. Right-click the cell where you want to drill down.
  2. In the Choose drilldown menu, select the drilldown item.

If there is a voucher connected to the transaction, there will be an attachment link under the Voucher Link column.

  1. Click the voucher link to open.

 

Xero

We have added some more fields for reports in Report Designer:

  • Country and Function under Receivable Invoices
  • Credit Notes in Sales and Purchases (as it is in General Ledger)
  • Supplier under Payable Invoice Lines

 

24 SO

We have fixed an error that caused drilldown not to work in certain instances in 24SO. The error was caused by an invalid column name in the 24SO model.

 

Tripletex

Added more period attributes for Tripletex accessible when designing report templates in Report Designer:

  • Kvartal
  • Tertial
  • Tomånedlig

 

Power Office Go

  • We have added the “Lokasjon” field under the Project field. This information is now accessible when designing report templates in Report Designer. We have also added fields for “Bestillingsnummer” and “Kontraktsnummer”.
  • Get status name on projects: We have made it possible to extract project status information. This information can now be used when designing report templates.