March 2018

View and change ownership of reports

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.

 

  1. In Live Reporting, click on the top part of the report card. In the top right corner, you can now see an  Information icon.
  2. Click the  Information icon.

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.

  1. In the dialog box, click the  Change ownership button.

  1. Enter the name of the new owner and click Change.

NOTE: The new owner must be a user in your system.

 

Completely redesigned Administration for clients, groups and users

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:

  • What used to be called Subgroups are now called Groups.
  • What used to be called Tenants are now called Clients.

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;

  • Click Settings and then click Administration.

 

As a main administrator, you can organize your users into groups and clients:

 

Create a new group

To create a new group:

  1. Click the  New group button.
  2. In the New group dialog box, enter a name for the group.
  3. Click the Create button.

HINT: A group is a group of users who have access to create clients.

 

Create a new client

  1. At the top level (your company)  , click the New client button.

 

NOTE: How many clients you can create depends on your license.

  1. In the New client dialog box, fill in these fields:
    • Name
    • Description
    • Integration

 

For more information about user administration, see the updated Help section for Administration.

 

Improvements to Help side panel

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.

 

 

 

Option to re-send invitation to new users

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.

 

Improvements to Notification settings

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;

  • Click Notifications, then click Notification settings.

 

These settings have two levels;

  • The options under Notifications control all notifications, across all modules in the Portal.
  • The options under Archive control the notifications for the Archive module; that is, when someone has shared new reports with you.

 

Enable email notification

Email notifications are by default turned off. If you want to receive emails with your notifications, you must enable the Email notification functionality;

  1. Click Notification.
  2. Click the Notifications settings menu option.
  3. On the Notification settings tab, under Notifications, turn on the Send me email switch.

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.

 

Disable the notification banner

The notification banner functionality is by default switched on. To disable;

  1. Click Notification.
  2. Click the Notifications settings menu option.
  3. On the Notification settings tab, under Notifications, turn off the  Show notification banner switch .

 

Enable notification for mobile and devices

The notification for mobile and devices functionality is by default switched off. To enable;

  1. Click Notification.
  2. Click the Notifications settings menu option.
  3. On the Notification settings tab, under Notifications, turn on the  Show on mobile and devices switch.

 

Fixes

 

  • Possibility for longer customer and client names: There used to be a limit of 30 characters for customer and client names. This is now increased to 250 for both.

 

  • Drill-down functionality improvements:

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.

  • Improvements in Budgeting:

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.

  • Timed-out session: You are now sent to the log-on page if your session has timed-out. In the past, you would only get an error message.

 

  • Improved period functions for all integrations: There has been made improvements to periodic functions for reports, for example, more generic naming conventions for periods.

 

 

Integration specific improvements

 

Xledger

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.

 

PowerOffice Go

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:

  • The first time you open the Get Data module, there will be a wizard. In the wizard you will get an option to set the month for the first month of the accounting period, one for each company in the list.

In the next upgrade there will be an option to set this manually from the Administration module.