Version: v5.2.20903.1420
For this release, we have focused on improving the Workflow and Assignments functionality. Above all, many of the improvements focus on functionality for collaboration across teams during the budgeting process.
To make it easier for users to know when there is a new assignment for them, they will now get a notification, either in Notifications or by email, with a direct link to their assignment. In addition, users can now see assignments that have a start date in the future in Assignments.
You can now keep everyone in a budgeting workflow in the loop by allowing reviewers and approvers to comment on all published workflows, at any time during the budgeting process. All comments will be visible in the Activity log. In addition, everyone with access to the workflow can see the Workflow status.
Furthermore, users can now see their completed assignments as these are now saved under a Completed section in the Assignments module. We have also made it easier to find budgets, by adding a Search box for both workflows and assignments.
Also new is the possibility to edit a budget template that is part of a workflow. Users can edit most aspects of the budget apart from changing the report parameters.
In the past, only the creator of the workflow could see the Workflow status. Now, all users who have access to the Workflow module and is a part of the workflow can see the workflow status overview.
To access the workflow status overview;
Users can now access their assignments directly from the Workflow status view.
When users are editing the User assignments, we have added a highlighting color so they can better see which templates and/or users are affected by the editing.
The dialog box for selecting templates in the workflow has been slightly changed to provide more functionality. For example, users can now see how many templates they have selected.
Now, when you create a new workflow, and click the Select companies button, you will get the Let user decide option at the top of the list of companies.
You can now see the user name of the assignee on the assignment cards.
Users will now get a notification, in the Notifications menu or by email, when there is an assignment for them, or any other activity in their assignments, such as comments. To access the assignment, the user can click on the notification or the Open link in the email, and they will be taken directly to the assignment.
The assignment notifications also apply to single assignments coming directly from the Budgeting module.
Assignments that have a start date in the future will now be visible for the user in the Assignment module, under Workflows. The user will not be able to start on the assignment until the specified start date and the Assignment card will be gray until the start date is reached.
A user’s completed assignments are now saved under a Completed section. The same applies for completed workflows; when an entire workflow is completed, it will be stored under a Completed work section. The completed workflows are sorted based on completed dates. Workflows in progress are sorted based on the date of the last activity on the workflow.
NOTE: The Completed section is collapsed by default. Click the arrow to expand the section.
To make it easier for users to get an overview of their assignments, we have added Collapse and Expand buttons for assignments.
The last selection the user makes, expanded or collapsed, remains the next time the user opens the assignment.
We have added a Search box for both workflows and assignments in the Assignments module.
It is now possible for the workflow creator to edit the date interval for a published workflow. The user can edit the date interval for the whole workflow, or for the various assignments in the assignments table.
NOTE: You cannot make any other edits to the workflow.
It is now possible to edit a budget template in a published workflow.
When you edit a budget template that is part of a workflow, you will receive the following message:
“This budget template is used in assignments or workflows. If you choose to edit this budget template, these assignments or workflows will be updated.
Please be aware that any changes you make may affect the budgeting process.
NOTE: Make sure you do not change any report parameters as this will prevent you from publishing your changes.”
To edit the budget template, click Edit anyway.
You can edit most aspects of the budget templates apart from report parameters. If you attempt to edit the report parameters, you will not be able to publish and must undo the edit.
To undo the edit;
After you have edited a budget template that is part of a workflow, the assignees must rerun any templates they have run before.
If they have the budget template open, they will receive a message from the system that the template is updated. If they run the template, they will lose any changes they have done since they last saved.
If a user’s assignment contains a Let user decide parameter, the user can now generate assignments several times. In the past, the Assignment card would disappear after generating an assignment, but now the card will remain in the Create assignments section allowing users to create different budgets for different parameters from the same assignment.
For example, if a user wants to create budgets for different projects, such as, Project A, Project B, etc., the user can create multiple assignments. The workflow’s Create assignments card will be available throughout the budgeting process, so the user can go back to create assignments for other parameters, as many as desired.
NOTE: If there is a time limit set on the workflow, the assignment card will be closed after the end date.
When a workflow is published, all participants in the workflow, including reviewers and approvers, can now see the assignments before they are submitted. In this way, reviewers and approvers can add and read comments to the budget before the budget user has submitted the assignments and sent for review/approval. This makes the Assignments module a more complete tool for the budgeting process.
In the example in the figure below, James is the reviewer in the workflow. As you can see, all of his assignments cards are gray, because the budget users have not started or finished their budgeting. He can, however, open all budgets in the assignments to read and write comments in the Activity log pane.
Some users have experienced problems with workflow statuses when going from reviewer to approver. The issue is now solved.
The period function, {PeriodCalc.CurrentPeriod}, is now a valid parameter value when assigning a budget.
We have now made it possible to change the language of the Help pages by selecting from the language buttons at the top of the Help pages.
The Help pages are available in Swedish, Norwegian, English, and Danish. Please note that we are currently working on updating the help for Swedish, Norwegian and Danish to reflect the latest releases of OneStop Reporting. The English help pages will always contain the most recent updates.
French is now available as a language in the OneStop Reporting Portal, as well as in Report Designer.
To change the language of the portal;
We have made the following change for user permissions:
Can manage connections has been moved out of Permissions. This means that if a user should be able to set up connections to retrieve data from the ERP system, this permission must be set separately.
We have added a new permission in the user settings to allow administrators to control whether a user should be allowed to download a report in Archive as an Excel file or not. If a user does not have this permission, the report can only be downloaded as a pdf.
This can be useful if there are parts of a report, such as hidden data, that you do not want other users to see.
We have now made it possible for users to make a connection private in Get Data > Create new connection/Edit connection. This can be very useful for users that have multiple companies in a connection and want to prevent users with the Can manage connections permission (see above) from editing the connection. Even if a connection is locked, the users with the Can manage connections permission will still see the connection, but it will be locked for editing.
NOTE: Administrators at the top level can still manage all connections, even locked connections made by other users.
When you first set up a connection, or if you click Edit on an existing connection, you will now see a Allow other users to edit this connection switch. The switch is off
by default.
IMPORTANT: If a connection is not private, users with the Can manage connections permission can see all companies in the connections, even companies they do not have data access to.
NOTE: All existing connections will be locked to the user who created the connection initially.
As mentioned above, the new lock connections option also affects how connections are displayed in the Get Data > Connections list.
In the past, the Connections list was filtered, for example, according to which companies users had data access to. Now, we have changed this, and users with the Can manage connections permission will see all connections that exist in a tenant, even connections they cannot edit (that are locked ). If a connection has the Allow other users to edit this connection switch turned on, users that are allowed to manage connections will also see companies they do not have data access to.
NOTE: Now that users with the Can manage connections permission can see all connections, they can also see all Connection names. Users creating connections should therefore be careful when they select connection names.
We no longer support Microsoft Office versions lower than 2013.
There is a change in how the Sheet per value functionality works.
Now, in order for this to work, you must have the value, for example, Region, on the Sheet filter.
To create Sheet per value;
4. In the Report Parameter Wizard, click Next, and then Next again.
5. Under Options, select the Create sheet per value checkbox.
6. Click Finish.
This checkbox is selected by default to protect non-input cells in budget templates. This means, when the checkbox is selected end users cannot input numbers to any cells in the Budgeting module, apart from those that contain storage rules (budgeting amounts with storage rules defined). However, you now have the option of deselecting this checkbox. When this is deselected, end users can input numbers into any cell in the budget template, also those that do not contain any storage rules. Please note that this option will apply to the whole budget and make any cell an editable cell.
To access the Protect non-input cells checkbox;
You can now access the help for Report Designer directly from a Help button on the OneStop Reporting ribbon.
Store even unchanged cells option has changed name to Store unchanged cells. The logic remains the same: 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.
Ignore cell value 0 option has changed name to Delete transactions if cell value is 0, and will now have the following logic:
Suppress delete option has changed name to Delete transactions for empty cells. The logic remains the same: If this option is selected, the value is used to update existing/insert a record in the storage dimension. This will also apply to transactions where there has been a value that has now been set to 0.
In the past, some users have experienced problems when they have a non-OSR Excel workbook and Report Designer open at the same time. The issue is now solved.
We have fixed an issue where users have experienced being asked to log in again when switching company in Report Designer. Users should not have to log in again after switching company.
We have fixed an error where users who already had Report Designer installed were asked to download Report Designer each time they opened a report from the portal.
Some customers have experienced that reports with the Year to Date function in a row or column would not show any numbers. The issue has been fixed and all reports containing this function should now behave as normal.
In the past, users have experienced that administrator users in a role do not have all permissions set by default. This issue has now been fixed.
Users will now get a Confirm action dialog box if they leave or refresh the Data Manager without saving their work.
We have made it possible to use comma as a decimal separator in Data Manager when users have selected a portal language in which comma as a decimal separator is the standard. In the past, Data Manager would disregard commas as a decimal separator and, for example, change 0,1 to 1 when numbers were saved.
Some users have experienced that the Vertical/Horizontal toggle button has disappeared when they open multiple reports in Archive. The issue has now been fixed.
In the past, if OneStop Reporting detected an error in the budget, such as a wrong character, and the user clicked Store, the budget would automatically refresh and, consequently, remove added budget numbers.
We have now fixed this issue, and the screen will not refresh. The user will now get the error message, but the added numbers will not disappear.
Some users have experienced an error when a budget template is in Draft mode as they run the report and try to use the Lookup for the parameter. This issue has now been fixed.
Some customers have experienced that when they try to copy and paste numbers with decimals, the numbers are rounded up or down to the nearest whole number. We have now fixed this issue and decimals are kept when users are copying and pasting numbers in their budgets. In addition, users can copy numbers with decimals from Excel to budgets in the portal.
In some cases, users who have the OneStop Reporting portal language set to Norwegian have experienced issues when storing budget numbers with decimals. The application would remove the decimal numbers. This issue is fixed and decimals are now saved to the budget.
Some users have experienced that groups disappear from the Layout Editor when designing reports in Report Designer. To fix this issue it is recommended to turn on the Optimize for compatibility option;
Please note that you must restart the application for the change to take effect.
Version: v5.2.20430.1215
Download the latest version here.
We have made some changes to Administration to accommodate larger accounting firms that use Groups to organize their clients.
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;
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.
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 ![]() |
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. |
A group user is a user who can access all tenants in a group.
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.
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.
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.
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.
To move a tenant to another group;
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.
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.
To add a tenant to another group, while keeping the tenant in the original group;
You will now have the tenant in both groups.
The group users will automatically be added as tenant users.
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.
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.
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;
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.
We have fixed an issue where Publisher jobs would run at incorrect times if the server time differed from UTC-time.
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.
In Live Reporting, if the parameter is a date picker, today’s date is now automatically set.
We have added a Search for companies field when users create a new or edit an existing connection in the Get Data module.
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.
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.
We have improved the Active Directory validation process.
To add Active Directory users to OneStop Reporting, see Active Directory.
(On-Premise)
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.
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.
For more information about the e-learning, click here.
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;
To open the Help in the browser;
The OneStop Reporting portal has now been translated into Swedish and Danish.
To change the language of the portal;
In Live Reporting, when you open a report template, you can use the slider to select to refresh data every 5, 10, 15, 30, or 60 minutes.
You can now download executed reports or report packages as a PDF file.
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;
You can now schedule a publishing job to recur every 7 days (in addition to the monthly scheduling).
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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.
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.
To turn on the Voucher Service;
NOTE: If you have already set up the voucher service, you can use this user interface to edit the voucher service URL.
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:
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;
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.
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.
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.
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.
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:
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.
We now support Visma Lønn, Visma Administration and Microsoft Dynamics AX (2009).
The upgrade will fix a number of issues, such as:
For more information, see: https://www.spreadsheetgear.com/downloads/whatsnew.aspx
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:
For incoming invoices:
(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.
We have now implemented PDF support for Visma Document Center, so users can view vouchers from pdf format.
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.
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.
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
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.