2023



Release Notes March 2018

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  • September 2023

    What’s New

     

    New Graphs in reports

    We have released new functionality for graphs in reports published for all our customers October 2nd, 2023.

    The functionality includes

    • Interactive graphs
    • Improved text and picture quality
    • Hover functionality like we know from Excel

     

    See the course “Graphs in OneStop Reporting” on Visma Learning Universe for more information:

    Course in Norwegian

    Course in English

     

    Administration – Moved data access to User level in New Administration

    Data access will no longer be available on Role level, but is moved to User in the New Administration. It is the same procedure on Company level as Client.

    1. Select the Company or Client, and then Users.
    2. Select the user(s) an click the Actions button and then Add company access.
    3. Select the company or companies in the list Select companies, and click OK. (Bilde2.png)

    NOTE: Limited access to companies must be given on the User level in the Old administration.

     

     

    Upgraded Date Picker

    We have upgraded the Date Picker with a new design.

    Select a single date, a period, or a date range. Click on the arrows, the month, or the year to get a wider range.

    Places where you can find the Date Picker

    • Reporting
    • Publisher – Scheduling & parameters
    • Workflow – Workflow setup => Default parameters
    • Budgeting – Report Parameters
    • Assignments
    • Import data (datahub) – Job custom date range
    • Old customer administration

    Choose a single date, a period or a date range. Click on the arrows, the month, or the year to get a wider range.

     

     

     

    Report distribution – Added label for Inspirational templates

    We have added a report label for “Inspirational templates” under Report type. Inspirational templates are report templates that are meant to be used as inspiration for report creators when they are creating their own templates. With the added label for such reports, you can decide on who gets to see these report templates.

     

     

    Fixes

    Data Manager – Save button disabled after clicking Save

    We have disabled the Save button in Data Manager after users have clicked Save. In this way, there is no confusion if changes have been saved.

     

    Fixed translation error

    Fixed a typo in the Norwegian text for the status of data in reports. Text is now “Data ble oppdatert for X tid siden”.

     

    Budgeting – Fixed storage of budget values if sheet per value name is larger than 50 characters

    We have fixed an issue when users are storing budget values if sheet per value name is larger than 50 characters.

     

    Budgeting – Fixed Line Item Details issue

    We have fixed an issue where Line Item Details would not always be activated when description/name were used for sheet per value.

     

    Bug fixes and feature requests per integration

     

    Bugs & Feature Req. Integration Module Factset/Dimension Attribute/Measures Comment
    Bug Business NXT Multiple General Ledger/ Companies for group Reporting Multiple Enhanced performance of group reporting based on General Ledger Transactions by adding indexes to database.
    Bug Business NXT Live General Ledger Budget Lines N/A Fixed an issue where saving budget data would, in some instances, change budget data in other scenarios where transactions had equal line numbers.
    Bug Business NXT Budgeting Fixed Line Item Details not always activated when description/name is used for sheet per value
    Feature Visma Business

    Business NXT

    Business NXT Live

    		 Multiple R-dimensions GR X Description Added an attribute for the description of GR (Group) fields.
    Feature Visma.net Sales Sales Order Added “Unit of Measure” in Salesorder

  • August 2023

    What’s New

     

    Fixes

     

    Budgeting

    We have made the following fixes for Budgeting:

    • Fixed an issue where the Get Templates button in the Budgeting module disappeared when using Back.
    • Fixed an issue where categorizing and copying budget templates didn’t work properly before refreshing the page.
    • Fixed an issue where budget templates started on the wrong sheet.
    • Added support for remembering groups and sheets when saving budgets so that users can continue their work where they left off before saving.

     

    Reporting

    We have added endpoint-to-model mapping for all integrations. Reports should now correctly display when data was last updated.

     

    New Administration

    We have fixed a typo where an English word appeared in the Norwegian translation (Roles-Roller).

     

    Workflow

    We have fixed an issue where parameter chaining didn’t work when an assignment had the Let user decide option.

     

    Integration-specific fixes

     

    Tripletex

    In Data Manager, we have removed rows from ExtDimProject, that are not linked to existing project.

     

    Xledger

    In Get Data, we have added Modify datetime filter to the Project endpoint to improve data imports.

     

    Visma.net

    We have fixed an issue where fields in Data Manager were left empty after saving data (EntityKey did not update correctly for extension tables when the ODP company Id changes).

     

    Bug fixes and feature requests per integration

     

    Bugs & Feature Req. Integration Module FactSet/Dimension Attribute/Measures Comment
    Feature Request Visma Business / Business NXT / Business NXT Live Sales Orders Document Order Lines Period & Product Added a link to Period and Product in Document Order
    Feature Request Multiple Period Functions Added period function “This Quarter Last Year” to Report Designer
    Bug Visma Business / Business NXT / Business NXT Live System This Company Added missing Finnish translations
    Feature Request Visma Business Document Added DocumentId to FactSet Document
    Feature Request Visma Business / Business NXT / Business NXT Live Product Product Added a link to Source Country in the Product dimension
    Feature Request Visma Business / Business NXT / Business NXT Live Multiple Multiple GR-fields Added a group description with translation depending on user settings

  • July 2023

    What’s New

     

    Duett integration now available for all customers

    We are pleased to announce that the Duett integration is now available for all customers.

     

     

    Reporting – Label OneStop Reporting reports as Internal or External

    We have added the possibility for customer administrators to label reports distributed from OneStop Reporting as “internal” or “external”.

     

     

    Reporting – Use labels as filters

    Users can now use labels to filter reports.

    To filter on labels;

    1. In Reporting, click Filters .
    2. Under Labels, select the filter you want to filter on.

     

     

     

    Reporting – Added status of data imports

    We have added statuses for data imports to the Reporting window. The displayed text differs from Cloud and On-Premise integrations

    • Cloud: The text provides information about when the report was run and when the last import was done. If OneStop Reporting has fetched more data since the report was last run, the user will be told to run the report again in order to view the latest updates. The information is based on the data used in the reports and can differ from report to report, if all data is not fetched at the same time.

     

     

    • On Premise: Both sentences refer to when the report was last run, as data is fetched directly through the local database and is therefore always up to date.

     

     

    • General: In some instances, the status text can display “The age of the data is unknown”. This could mean that the report in question has not been run since OneStop Reporting started tracking the age of the data used in the report. In this instance, try running the report to see if the display text changes (this should not be an issue in the future with the same report). Another reason why this text could show up is issues with the connection to the ERP system and data import. Go to the module Import Data or Data Connection to identify the error. For reports connecting data from Visma.net and Severa (PM) or Fenistra, the status text will always say “The age of the data is unknown”. This is because this feature is not yet supported by cross-integration reports.

     

     

    Fixes

    Reporting – Various fixes

    We have fixed the following issues:

    • Links in reports were not always working when cells were merged.
    • Dependencies between two parameters in the lookup filter interrupted the running of a report.
    • Running and shutting down reports on repeat led to decreased performance when shutting down reports.

     

    Chart of Accounts – Account group issue for customized Chart of Accounts

    We have fixed an issue where some account groups were not available for customers with a customized chart of accounts if the chart of accounts were edited before the release of new account groups.

     

    Import data (for PowerOffice GO) – Improved data reliability and faster imports

    We have decreased the maximum number of days for scheduled imports to 5 days. This enforces fetching data based on last changes for scheduled imports, instead of transaction date. Existing scheduled import jobs are automatically updated. No change to manual import jobs. This will result in better data reliability and faster imports.

     

    Bug fixes and feature requests per integration

     

    Bugs & Feature Req. Integration Module Factset/Dimension Attribute/Measures Comment
    Feature Request Visma Business / Business NXT / Business NXT Live Finance Update Voucher Multiple Added new FactSet for Updated Voucher
    Bug UniEconomy Group Reporting Multiple Fixed an issue with fkEntityKey to improve the performance and execution time of many group reports
    Bug 24 SevenOffice System This user Changed the display name of the module system and the FactSet This user. Previously the display name was “0”
    Feature Request Visma.net General Ledger Added Filter to Financial Period. Now the imports for Custom Date work without errors
    Bug Visma Business / Business NXT / Business NXT Live Capital Asset Capital Asset Balance Multiple Added new FactSet for Capital Asset Balance
    Feature Request Softrig, UniEconomy Group Reporting Fixed an issue where the companies for Companies For Group Reporting would not be fetched correctly
    Bug Visma Business / Business NXT / Business NXT Live Sales Orders Multiple Multiple Added Finnish translations for Order Type and Trans Type
    Feature Request Visma.net Accounts Payable Supplier Invoice Lines Multiple Added discounted prices to Supplier Invoice Lines
    Feature Request Visma.net Multiple Multiple Updated API for Earning Type Dimension to fix the link in Project Transactions Factset, added a link to Time Card Summary Factset
    Feature Request Visma.net, Tripletex, Visma Business, Business NXT, Business NXT Live Period functions Added 24 months rolling period function

     

  • June 2023

    What’s New

     

    Administration – “Tenant” is now “client”

    We have changed the name of tenants to clients in English, and “klienter” in Norwegian, Swedish, and Danish.

     

     

    Administration – Moved Add/Remove extensions to New Administration

    We have moved Add/Remove extensions to New Administration > client > Client settings.

     

     

    New Administration – Roles: “Members” are now called “Users”

    We have changed the term “Members” to “Users” in Roles.

     

     

    Budgeting – Replaced “Main line” with “Current line” in Spreading and Line Item Details

    We have removed Main line as an alternative when making adjustments in Spreading and Line Item Details and replaced it with Current line.

     

     

    Fixes

    Translations to Danish and Finnish

    We have added some missing translations to Danish and Finnish.

    Reporting – Week number issue

    We have fixed an issue where =WEEKNUM(XXX;21) would not return the correct number of the week.

    Budgeting – Details on budget template

    We have fixed an issue where it was not possible to view all details on budget templates.

    Workflow – Parameter issue for templates

    We have fixed an issue where parameters would not update correctly when removing/adding templates to a workflow.

     

    Bug fixes and feature requests per integration

     

    Bugs & Feature Req. Integration Module Factset/Dimension Attribute/Measures Comment
    Feature Request Visma Business / Business NXT / Business NXT Live Customer, Supplier Customer Balance, Supplier Balance Added new calculated fields to Customer and Supplier Balance
    Feature Request Visma.net Sales Shipments Invoice Number Added new field: Invoice number to Shipments. The user should now be able to much easier create reports that contain data about orders, shipments and invoices.
    Feature Request Business NXT API Multiple Scenario Removed possibility to store data to dimension OSR Scenario. OSR Scenario will no longer show up as a dimension in Data Manager
    Feature Request 24SevenOffice GL GL Transactions Added support for up to 20 user defined dimensions in the General Ledger factset (up from 5)
    Feature Request Visma Business / Business NXT Live Finance Budget Transactions Added storage to field: budgetlinetype in the Budget transactions factset (BgtLn). Users will now be able to save data to this field
    Feature Request Multiple Multiple Multiple Added support for Excel formula WEEKNUM (return value gives the day the week begins, helpful for reporting)
    Bug Visma Project Management Project Management Project Fee/ Period Added link between product cost and period based on eventDate
    Bug Visma.net Time Card Time Card Summary/Projct fixed Fixed the link to the Project fixed dimension in Time Card Summary
    Feature Request Visma.net Multiple Inventory Multiple Added fields from packaging (Weight, WeightUoM, Volume, VolumeUoM) to the inventory dimension
    Feature Request Visma.net Timecard Multiple Added English translation for Time Card and Time Card Summary
    Feature Request PowerOfiice GO General Ledger General Ledger Transactions IsReversed Added attribute IsReversed to General Ledger Transactions
    Feature Request Visma Project Management Project Management Project Travel Expenses Multiple Added new factset: Project Travel Expenses

  • May 2023

    What’s New

     

    Support for Merge & Center in expanded rows and columns in the portal

    We now support the Excel-function Merge & Center in expanded rows and columns in the portal.

     

    A screenshot of a computer Description automatically generated with medium confidence

     

    Previously, this function was only supported in Report Designer, and in the portal in instances where groups did not expand.

     

     

    This change will affect existing reports (if Merge & Center is in use) as well as all new reports.

    NOTE: There might be instances in certain report designs where Merge & Center is still not supported. Create a support-ticket through the partner portal or Support.osr@visma.com if you experience this issue.

     

    New Administration

    Added columns on Users tab

    We have added new columns to the User tab in the new Administration:

    • Roles: All roles that the user is connected to.
    • Status: If user has pending invitation or is active
    • Is Auditor: If user is auditor or not
    • Employee setting: If user is external or internal employee
    • Last logged in: Date and time when user last logged in to portal.

     

    Assign or unassign Roles (for distribution)

    We have added the possibility to assign or unassign roles for a user from the settings for a user on the Users tab.

     

     

     

    Distribution: Distribute reports with the same tenant as source and destination

    We have added the possibility to distribute a report with the same tenant as source and destination.

     

    Fixes

    Budgeting: Budget template information missing

    We have fixed an issue where information fields for budgeting template details were missing.

    Administration: User reports timed out

    We have fixed an issue where very large user reports timed out.

    Dashboards: Display issue for Business NXT integration

    We have fixed an issue where users who had both Business NXT integrations would only display Dashboard data from the Live integration.

     

    Bug fixes and feature requests per integration

    Bugs & Feature Req. Integration Module Factset/Dimension Attribute/Measures Comment
    Feature Request Business NXT API, Business NXT Live Multiple Multiple Week Added new fields for TransactionWeek based on the voucher, value -and due date.
    Feature Request Visma Global Multi Company Reporting Global Company Budget Foundation FreeDimension Added FreeDimension (OSR specific dimension in Data Manager) to Multi Company Reporting. NOTE! MCL Setup has to be run before this change will take effect.
    Feature Request Tripletex Accounting Budget Transaction Implemented a new endpoint for budgets. OSR now fetches all budgets (Company, department, project, product, and employee).
    Bug Tripletex Fixed an issue where budget data was missing
    Feature Request Visma Business, Business NXT API, Business NXT Live Multiple Multiple Added R-fields as normal attributes to Customer and Supplier. Also added these to the Multi-Company solution
    Feature Request POGO Time Tracking Time Tracking Entry Added a new solution for time-transactions for POGO. The Time Tracking factset has been updated with a lot of new fields.
    Bug Visma Business, Business NXT API, Business NXT Live Finance Budget Transactions Changed the link type for Account in the Budget transactions Factset. Transactions without an account should now appear in Data Manager
    Bug Visma.net Multiple Fixed a data-import error for WareHouseLocations.
    Bug Visma.net Project Management Customer Fixed an error that caused storing for ext. fields to fail
    Bug Visma Business General Ledger Voucher Fixed an issue where values from December differed when running a report for the whole year compared to running it exclusively for December
    Feature Request Visma Business, Business NXT API, Business NXT Live Finance Account Added new endpoint: Account Type
    Feature Request Visma Business, Business NXT API, Business NXT Live Finance Batch Added new endpoint: Batch
    Feature Request Business NXT API, Business NXT Live Multiple Multiple Added new endpoints: Accounting Documents, Approval Tasks, and Approval Task Log Change

  • April 2023

    What’s new

     

    User Roles and Report Labels

    With Roles and Labels it is possible to distribute specific reports to specific users.

    Report labels are selected for each report and role, then users are added to roles.

    Which reports the user will have access to depends on the user’s role.

     

    Distribution setting: Use labels to filter reports

    NOTE: Only administrators at the top (customer) level are able to edit this setting.

    To turn on the functionality for Roles and Labels, the setting must be selected at the customer level. Before the setting is selected, Roles and Labels will have no effect.

    In this way, you can create roles, add users to roles and add labels to reports without it affecting your OneStop Reporting environment before you are ready.

    NOTE: If labels are not added to reports and users are not given roles, reports will not be available for users if the setting is selected.

     

    Change Distribution setting

    1. Go to the New Administration module.
    2. Click the top level in the organization tree.
    3. On the Customer settings tab, click ✏️ to edit Distribution settings.
    4. Select ✅ the Use labels to filter reports checkbox.

     

     

    Reporting Labels

    Reports distributed from OneStop Reporting NO

    All reports distributed from OneStop Reporting have predefined labels which cannot be changed. These labels are determined by Visma Software in the country where you purchased OneStop Reporting.

     

    View labels set on reports

    1. Go to Reporting or Distribution
    2. Click Options on a report template
    3. Click View details.

     

     

    Add labels to Reports

    NOTE: Only administrators can add labels to reports. The Administrator must be an administrator at the same level or a higher level than the report is distributed.

    Consequently, if a report is only distributed to one tenant, a tenant administrator can add labels to the report, if a report is distributed to a group, a group administrator can add labels, and if a report is distributed at top level only a top level administrator has access to add labels.

    To add labels to reports;

    1. Go to Reporting or Distribution
    2. Click Options.
    3. Click View details.
    4. Click ✏️ Edit.
    5. Add labels and click Save.

     

    Roles for Distribution

    NOTE: Only top-level administrators can create roles for distribution.

     

    Create roles

    1. Go to the New Administration.
    2. Click the top level in the organization tree.
    3. Click Roles.
    4. Click Actions.
    5. Click New Role.
    6. Give the role a suitable Name.
    7. Add Labels. NOTE: By turning on the Include all… switches , you can select all labels.
    8. Click Save.

     

    Add users to Roles

    NOTE: Administrators at all levels (top, group, or tenant) can add users to roles.

    1. Go to the New Administration
    2. Go to the level in the organization tree where you want to add users.
    3. Click Roles.
    4. Click on an existing role.
    5. Under Members, click ✏️ Edit.
    6. Select the users to add by searching in the Search bar.
    7. Click the user’s name.
    8. Click Save.

     

    Which reports will a user have access to based on the labels of the report and the role?

    For a report to be visible to a user, the labels of the user’s role must at least have one matching label in all of the four types. The different types are: Budget type, Internal/external, Period type, and Report type.

    An example is shown in the picture below.

    Et bilde som inneholder tekst, skjermbilde, programvare, nummer Automatisk generert beskrivelse

    In this example, the user will not have access to the report as none of the labels match the report type. If one of the labels Budsjett, Hovedbok, or Kunde is added to the role, this report would be visible to the user.

     

    Use Case example

    In the picture below, a role for all sales employees in a company is created.

    The reason why the particular labels and label settings are selected is explained below.

     

     

    The setting Include all labels in group is selected on Budget Type and Period Type.

    This is because all sales employees should have access to all reports regardless of the type of budget and periods being used. If more budget or period types are added to reports in the future, the sales employees will also have access to these as long as the reports fit the other criteria.

    It is further chosen that the sales employees should only have access to reports with the labels: Internal, Project, Sales, and Hour. If more labels are added to these groups in the future, the sales employees will not automatically gain access.

     

    New version of Report Designer

    We have released a new version of Report Designer. The new version contains:

    • functionality for building reports with enhanced performance for Visma Business and Business NXT
    • better management of deleted expressions for all integrations
    • new logo.

    NOTE: Remember to download the latest version of Report Designer to take advantage of new functionality.

    You can always find the latest version of Report Designer here. Alternatively, you can open Report Designer and click Yes on the popup message that opens.

     

     

    Enhanced performance for Visma Business/Business NXT

    The reports with enhanced performance are built on new factsets for historical customer- and supplier transactions.

     

    What’s New?

    We have added a new type of parameters called Initial parameters. Using Initial parameters makes Report Designer able to only request data that is relevant for the specifics of the report the user is making. In the case of the historical customer- and supplier transactions, this is based on the historical date. Previously, Report Designer retrieved larger amounts of data, then cleaned it to only include the necessary data.

    The functionality for Initial Parameters is supported in the following factsets:

    1. Historic Customer Transactions
    2. Historic Supplier Transactions

     

     

    These factsets are duplicates of the old factsets and these are now named Historic Supplier Transactions DEPRECATED and Historic Customer Transactions DEPRECATED.

    In this way, this release will not affect any customized reports.

    Reports distributed from OneStop Reporting NO will be converted on an ongoing basis.

     

    Create reports with Initial parameters

    1. Open a report in Report Designer.
    2. Select the option to download the new version of Report Designer.
    3. Drag and drop an attribute from the factsets Historic Customer Transactions or Historic Supplier Transactions.

     

     

    When you drop the attribute in the sheet, you will get the following options:

     

     

    NOTE: This dialog will only appear the first time an attribute is used from a factset supporting Initial parameters in a report.

    • If you select the Create the filter and add a report parameter option, a filter with a parameter is automatically added to the sheet. This is what enhances the performance of the report. Which value should be used in the parameter is decided when the report is run like any other parameter. This option will be the preferred option in most cases.
    • If you select the Create the filter and use the default value option, a filter with the default value is added to the sheet. In this case, the default value will be today’s date (SqlDate), the date on which the report is run.
    • If you select the Create the filter without any value set option, an empty filter is added to the sheet. If the report is run without any value to the filter, an error message will appear as no value is not a valid date. You can add a value or parameter to the filter later on.

    The Initial parameter filter will be created based on the attribute Historic Date (the date you want to see the status of the historic transaction for).

    4. .Click Create the filter and add a report parameter.

    5. Create a group based on the selected attribute in the normal manner.

     

     

    NOTE: From this point, you can continue building the report as normal.

    6. Go to the Sheet filters in the Layout Editor.

     

     

    7. Click Initial Filter.

     

     

    The Initial Filter tab is new. On this tab, the initial parameters enhancing the performance will appear.

    Initial parameters will always appear on the sheet level and cannot be added to groups on columns, rows, or cells.

    It is not possible to delete these filters from the Layout Editor manually.
    The filters will automatically disappear if the report no longer contains any attributes from the factsets supporting Initial parameters.

    To edit the parameter of the initial filter, continue with the following steps:

    8. Click OneStop Reporting on the ribbon.

     

     

    9. Click Report Parameters.

     

    10. Click to ? Edit the Initial Parameter.

     

     

    11. Write a suitable Prompt text and continue editing the filter as normal.

     

    12. Finish your report and enjoy the enhanced performance!

     

    What will happen if a user with an older version of Report Designer edits a report previously saved with the latest version?

    Users with an older version of Report Designer will not be able to save reports that have previously been edited and saved in the latest version of Report Designer.

    It is therefore recommended that all users in the same OneStop Reporting environment update to the latest version so all users will be able to edit and save reports as normally.

    NOTE: Users with an older version will be able to open and edit reports in Report Designer, but will not be able to save the changes (As long as the report in question has been opened and saved by a user with the latest version).

     

    Convert existing reports on historic customer and supplier transactions

    To convert reports to run on the new factsets with enhanced performance, all data based on attributes from the old factset must be replaced with the same attributes from the new factsets. Among others, this includes fields used as filters, Grouping/ Sorting, parameters, and directly in the Excel sheet.

    NOTE: Best practice is to duplicate the original report before you make any changes. By making a duplicate, you will always have a copy of the original.

    If elements from the old factsets are used in the report, it will not be possible to save the changes. It might be useful to build the report from scratch using the new facets to avoid saving issues if not all old elements are replaced.

    NOTE: Because it is not possible to save changes in reports including elements from the old factsets, the report must be converted before you make any changes. The naming of the old factsets is shown in the picture below.

     

     

    Expressions

    We have added new functionality to better manage deleted expressions in Report Designer.

    Previously, reports containing deleted expressions would fail when clicking Run without much information on how to solve the problem.

    How does it work now?

    When deleting an expression in use, the user will get the following warning message.

     

     

    If the Expression is deleted anyways and the user saves the report, a warning will occur informing the user of what expression should be removed from the report definition.

     

     

    This warning message will also be presented whenever opening a report in Report Designer which includes a deleted expression.

    When looking at filters in the report, the filter of a deleted expression will be presented as shown in the picture below:

     

     

    The user has two options to fix the issue:

    1. Delete the invalid expression filter and use other filters. This should be done in every report where the expression is in use.
    2. Create a new expression with the exact naming of the old expression.

    When using this solution, the deleted expression will return in every invalid expression filter of the expression in question.

     

     

    When running reports that include deleted expressions in the portal, the following message of error will be displayed.

     

     

    New OneStop Reporting logo

    We have updated the OneStop Reporting logo in Report Designer.

     

     

     

    Tenant settings moved to New Administration

    We have added the following edit options to Tenant settings in the New Administration:

    • Name
    • Description
    • Tenant Level
    • Multi-Company

     

     

    Integration-specific fixes

    Visma.net

    Data Manager: We have fixed an issue where, for some users, the extension fields would show in the Lookup for multiple companies.

     

    Tripletex

    Data Import: We have increased the maximum number of days the user is allowed to use in scheduled data-import jobs from 100 to 200. The user will have to update their import jobs for this change to take effect. This should help companies that are struggling with fetching older data being changed.

     

    Bugs fixes and feature requests per integration

     

    Bugs & Feature Req. Integration Module Factset/Dimension Attribute/Measures Comment
    Bug Tripletex DimProject Fixed an issue where projects older than 30 days were not updated properly (e g name, project customer, project category et c)
    Feature Request Business NXT API General Ledger Voucher Added Voucher (WaVo). New factset in General Ledger.
    Feature Request Visma Business Group Reporting Global Orders Added Orders to MCL. New Factset in Group Reporting.
    Bug Visma Business, Business NXT API, Business NXT Live Multiple Fixed an issue where the drilldown would be duplicated due to Voucher Series
    Bug Visma.net Project Management Improved Workhours endpoint by adding the LastChange and FromTime filter. Added deletion workhours endpoint to include deleted entries.
    Bug Visma Business Group Reporting Fixed an issue where the MCL setup would fail on OSRTransactionTypeMCL.
    Bug Visma Business, Business NXT API, Business NXT Live Multi-Company Reporting Global Products Fixed the link between Global Product and Product Transaction
    Feature Request Visma.net PM Project Added new endpoint Project Keywords linked to Project Dimension
    Feature Request Visma.net Inventory Added Intrastat details to Inventory Dimension

     

     

     

  • March 2023

    What’s New

     

    Say hello to our new logo!

    We are proud to present our new logo for OneStop Reporting! The new logo is designed to fit in with Visma Software’s family of cloud products. The new logo has a simple and elegant design that signals our affiliation with Visma and our ambition to deliver the best solutions for reporting and budgeting in the cloud.

    The new logo will be visible on all our products and services, including our website, our apps, and our reports. We hope you like the new logo as much as we do!

     

     

    Distribution: Decide which OneStop Reporting reports to distribute

    It is now possible for customers to decide which of OneStop Reporting reports to distribute.

    Previously, distribution was an all-or-nothing solution, where all OneStop Reporting reports would be distributed or none of the reports would be distributed.

     

    Distribution settings

    The new settings can be found in New Administration on two different levels; top level (Customer settings) and tenant level (Tenant settings).

    The distribution settings affect how actions made in the distribution module will behave.

    If the setting Allow receiving reports from OneStop Reporting is switched ON at the customer level, it will override the setting for all tenants.

    If it is turned OFF at customer level, it is still possible to turn it ON for specific tenants.

    If the setting has been set ON at tenant level, and the customer setting is later turned OFF, the setting of the tenant will not be affected. Meaning that Allow receiving reports from OneStop Reporting will still be ON for the tenant.

    In other words:

    If the setting at the tenant level has never been edited, it will always follow the setting on the customer level.

     

    Top (Customer) level

    NOTE: To edit the settings for the top level, you must be a top level (customer) administrator.

     

     

    Click the pencil to edit the settings:

     

     

    The setting Allow receiving reports from OneStop Reporting is by default turned on for all new customers since the setting was created. The setting provides access to reports distributed from OneStop Reporting.

     

    Tenant level

    NOTE: Top level, group level, and tenant administrators are able to edit this setting.

     

     

    Click the pencil to edit the settings.

     

    Only selected reports will be available if the mode Only distribute selected reports is set by a top level administrator.

     

    Include/exclude OneStop Reporting Reports from distribution

    NOTE: You need to be a top level administrator to determine which OneStop Reporting standard reports should be distributed in your OneStop Reporting environment..

    To determine which OneStop Reporting reports should be available in your OneStop Reporting environment do the following steps:

     

    1. Click Distribution   .
    2. Go to the OneStop Reporting level .
    3. Click Report Options 
    4. Click to Include/Exclude the report from distribution .

     

    You can easily get an overview of which reports are included and excluded based on the appearance of the report; included reports appear as normal while the excluded reports are grayed out.

    Important: If the Distribution mode Distribute all reports is active, it will have no effect if reports are included or excluded in the Distribution module. All reports will be visible for users accessing the Reporting module either way.

     

     

     

    In the picture above, the reports “0.1 Månedlig rapportpakke” and “1.0.1 Full oversikt – Denne perioden” are included and therefore visible for users with access to the Reporting module.

    The reports “0.1 Månedlig rapportpakke med OSR budsjett” and “1.0 Nøkkeltallsanalyse” are not included in the distribution and are not visible to any users in the Reporting module.

     

    Administration: Functionality moved to the New Administration

    As you may have noticed, we are currently working on a completely new administration page that caters to easier management of users, tenants, groups, and customers in OneStop Reporting. While we are working on the new features, we have released a preview of the new administration page.

    In this release we have moved the following functionality to the New Administration page:

    • Settings for customer and tenant levels, such as distribution settings.
    • Security settings; MFA and Azure Active Directory.
    • Usage overview
    • Company and user list reports

     

     

    Workflow: Administrators can now edit and delete all workflows

    In the past, only the owner of a workflow could edit or delete that workflow. We have now made it possible for administrators to edit and delete workflows created by other users.

     

    Live Budgeting for Business NXT

    It is now possible to budget with the Visma Business NXT Live integration. Previously, it was only possible to budget with the Visma Business NXT integration.

     

    What is the difference between the integrations and which one should I use?

    With Visma Business NXT Live you can run reports for individual companies on live data as well as do budgeting. If you have no need for group reporting, we recommend that you only use this integration.

    You should use the Visma Business NXT integration if you need to do group reporting. The integration is connected to the API of Visma Business NXT and data is retrieved every night, provided that nightly import jobs have been set up. Note that it is possible to set up the data sync manually at other times. Budgeting is now also available with this integration. Nevertheless, it is recommended to use the Visma Business NXT Live integration for budgeting, so that actual figures are displayed in real-time. The possibility to budget with the Visma Business NXT integration will be removed in the future.

     

    What do I do with my budget saved with the Business NXT integration?

    In Business NXT, budget data is stored in OSR Budget Foundation, not in Budget lines. OSR Budget Foundation is OneStop Reporting’s own budget tables and contains extended functionality.

    Budget lines is the budget table from Visma Business and Business NXT.

     

     

    If you have saved your budget with the Visma Business NXT integration to OSR Budget Foundation, you will need to move the budget data before continuing the budgeting process. OSR Budget Foundation is available from the Live integration as well, but data is stored in two different locations. With the Visma Business NXT integration, data stored in OSR Budget Foundation is saved in OneStop Reporting and with the Live integration, data is stored in OSR Budget Foundation in Business NXT.

    If you need assistance, please contact konsulent.konsulent.osr@visma.com.

    If you have customized budgeting templates, contact konsulent.osr@visma.com for assistance with converting the templates to the Business NXT Live integration.

     

    What to be aware of when budgeting for group companies?

    If you are doing your budget at group level, budget data should be stored in Budget Lines with the Visma Business NXT Live integration. Then data can be fetched and shown at group level with the Visma Business NXT integration.

     

    What should I be aware of when using dimensions from Data Manager for reporting and budgeting?

    The dimensions available in the Data Manager module contain OneStop Reporting extension fields. These fields can be used to add additional information to existing dimensions such as Account, or to create new tables, for example, for handling currencies.

     

     

    If you don’t need group reporting, you can use dimensions from Data Manager with the Live integration for budgeting and reporting.

    If you are going to use dimensions from Data Manager for group reporting as well as reporting on individual companies with the Live integration, input in the dimensions must be maintained in both integrations. This is because data stored with the Business NXT integration is stored in OneStop Reporting, while data stored with the Business NXT Live integration is stored in Business NXT.

    If you are only using the dimensions for group reporting, you currently only need to maintain the dimensions in the Business NXT integration. It is still recommended to maintain the same input in the Visma Business NXT Live integration, as storage through the Visma Business NXT integration will be removed in the future.

     

    Fixes

    Publisher: We have fixed an issue where summer/winter time could disrupt the publishing time of reports.

    Reporting: We have fixed an issue where options and report information didn’t show in Listview and in Favorites under the Reporting module.

     

     

    Bugs fixes and feature requests per integration

    Bugs & Feature Req. Integration Module Factset/Dimension Attribute/Measures Comment
    Bug Visma.net PM FactInvoiceRows / Workhours Quantity Fixed link connection between Invoice, Invoice Row and Workhours and Project Fees. Now user can display quantity from Workhours and Project Fees and group it by Invoice Row Description and Invoice Number,
    Bug Visma.net Inventory Inventory Units Fixed problem with Inventory Units, now all units sets (from, to) are displayed for each inventory. Please note that full import is needed for Inventory Unit job
    Bug Visma.net PM Project Fixed issue with Invoice Total attribute in Project Dimension
    Bug Visma.net PM Project Forecast Fixed problem with Project Forecast, now the forecast amounts display correctly for each project
    Bug Visma.net Project Budget Project Accounting Fixed an issue where Project Tasks would be linked to wrong projects.
    Bug Visma Business Multiple Multiple Removed duplicated Finish Date attribute
    Feature Request Power Office GO Multiple Project Added FixedPrice (Fastpris) and Billable Rate (Timepris) to the Project dimension
    Feature Request Visma Business, Business NXT System Added link to OSRCompany for Global LockedDate
    Feature Request Power Office GO GL Transactions Outgoing Invoice Lines Added new fields to Outgoing Invoice Lines
    Feature Request Visma Business Finance General Ledger Added Voucher Series table and linked to the voucher number
    Feature Request Visma Business, Business NXT Live Multiple Multiple Added new fields (GenAcNo, VoNo. JNo and EntNo) to Historical Supplier and Customer Transactions

  • February 2023

    What’s New

    Created dimensions for all GL fields (free fields) in Xledger

    All GL fields are now created as dimensions in Report Designer and can be used to edit and build templates. NOTE: This change will not affect any existing reports.

    Previously, only GL1 and GL2 were available in OneStop Reporting as dimensions, while GL3–GL5 were only available as attributes.

    By using dimensions as parameters in templates, users will be able to view additional information about the particular GL field.

     

     

     

    How to start using the new dimensions

     

    Import GL data

    1. Go to the Get Data module.
    2. Click Data import jobs.
    3. Edit the existing nightly import job to include the endpoint GL Objects.
    4. Click Next.
    5. Click Save and Run.

     

    Open a report in Report Designer

    The GL fields that are in use by the company will show up as dimensions in Report Designer.

    The naming of the fields is dependent upon how the customer has named the fields in Xledger. If GL3 is named Cost Center in Xledger, the name of the dimension will be GL 3 Cost Center in OneStop Reporting.

    NOTE: The old GL attributes used in existing templates can now be found under More Fields.

     

     

    Add information about the GL dimensions

    It is possible to add information to the GL dimensions beyond what’s available from Xledger.

    To do so;

    • Go to Data Manager and add the information in the OneStop Reporting Extension fields (EXT Free fields).

     

     

    NOTE: If OneStop Reporting Extension fields are in use in the old dimensions and you want to switch, the information added in the old extension fields must be added to the new dimension manually.

     

    Budgeting now available in Business NXT Live

    We are pleased to announce that budgeting is now available in the Business NXT Live integration. This update also includes storage of budget data directly to Business NXT.

     

    Added end of subscription warning message

    We have added a warning message to all users when there is an end date for their subscription. This is an important message because after the subscription has ended, the customer will no longer have access to OneStop Reporting. If you get this message and suspect that this is an error, please contact your OneStop Reporting administrator.

     

     

    Administration – Updated Delete tenants warning message

    We have also updated the warning message users get when they are deleting a tenant. The new message includes more information about the consequences of deleting the tenant.

     

     

    Fixes

     

    Archive – Fixed drill-down issue

    After last month’s update of SpreadJS, some users experienced that the Drill-down tool to see underlying transactions was not working. We have fixed the issues and drill-down is now working properly.

     

    Reporting – Fixed issue with duplicated reports (for Visma Business)

    We have fixed an issue where Visma Business users have experienced that after duplicating a report in Reporting, the duplicated report would run slowly.

     

    Administration/Data Manager – Dimensions with same name (for Visma Business/Business NXT)

    Dimensions names for Department (Avdeling R1) and Projects (Prosjekt R2) have had the same name appear when selecting a dimension in Data Access filter (in Administration) or Data Manager. This issue has now been fixed and the dimensions have new distinct names.

     

     

    Bugs and feature requests per integration

    Bugs & Feature Req. Integration Module Factset/Dimension Attribute/Measures Comment
    Feature Request Tripletex Invoice SupplierInvoice Multiple Added Supplier Invoice Order Lines Factset linked to Supplier Invoice, to get more details about e.g. count (Antall) Dimension: Supplier Invoice (Leverandør faktura) Module: Invoice (Faktura)
    Bug Visma.net PM Fixed an issue where hours in PM did not update correctly for some customers.
    Bug Visma.net PM Fix to incorrect project cost (fields total Product Cost -> Factset: Project Fees and total Personal Cost -> Factset: Workhours have been added to get the correct sum of Project Cost) Module: Project Management
    Bug Tripletex Logistics/Warehouse Product Fix where Warehouse/Logistics module didn’t show product information
    Feature Request Visma.net Financials FactSupplierDocument Multiple Voucher Link added to FactSupplierDocument
    Bug 24SO Multiple Transaction Type Description Fixed an issue where Description of Transaction Type did not match data from 24SO
    Bug PowerOffice Go GL Account Fixed issue where Account Number didn’t show up in drilldown
    Feature Request Visma Business Group Reporting Fixed a translation error with Lock Date in group reporting
    Bug Xledger Data Manager Renamed GL dimension(s) in Data Manager
    Bug Tripletex Customers / Suppliers Fix where some payment information for Customers and Suppliers was missing
    Feature Request Visma Business,, Business NXT Live Multiple Voucher Added voucher table (WaVo) for not updated vouchers

     

  • January 2023

    What’s New

     

    Budgeting – Fixes

    We have fixed an issue where duplicated templates would get incorrect names in List view. NOTE: This did not happen to users who were using the default Card view.

     

    Reporting – Updated tool for report viewing in the portal

    We have upgraded our report viewing tool to SpreadJS version 16.

     

    Data Manager – Fixes

    We have fixed an issue where the error message for saving did not appear.

     

    New Administration – Updated warning message

    We have updated the warning message users receive when deleting tenants. The new message has more information about the consequences of deleting tenants.

     

     

    Data Manager – Fixes for specific integrations

     

    Visma.net:

    • Fixed problem with saving data in extension fields in Data Manager for the Free Segment dimensions.
    • Fixed problem with saving data in Data Manager for the Companies dimension.

     

    Business NXT:

    • Fixed problem with saving data in Data Manager for the Companies dimension.

     

    Bugs and feature requests per integration

     

    Bugs or feature  Integration Module Factset/Dimension Attribute/Measures Comment
    Feature Business NXT Live, Visma Business, Business NXT General Ledger Period Multiple Created calculation for periodID in cases where the value of period was 0.
    Feature Tripletex Invoice SupplierInvoice Outstanding Amount Added Outstanding amount for supplier invoices.
    Feature Tripletex General Ledger Parent Project -> MainProjectNumber-Name N/A Fixed an issue where dimensions would have equal names in some instances. This was related to language issues.
    Feature PowerOffice Go Multiple Project Multiple Improved performances of some reports that timed out related to the Project dimension.
    Feature PowerOffice Go Multiple Department ->Project Department (Prosjektavdeling) Employee ->Project Manager (Prosjektleder) Employee ->Budget Manager (Budsjettansvarlig) N/A Changes names of dimensions with equal names to make it easier to distinguish dimensions in Data access filters.

  • February to June

    Version: v5.2.30709.0843

     

    What’s New

    • Drilldown layout
    • Change ownership of content
    • Visma Business: New open entries report templates
    • Publisher: Send reports as PDFs
    • Administration: Add information about companies
    • Administration: Create Company and User list reports
    • Administration: Search for tenants, companies, and users in the data tree
    • Visma Business: Visma Reporting History Customer and Supplier
    • Visma Business: New open entries report templates
    • New e-learning courses
    • Fixes

    Drilldown layout

    You can now customize the default drilldown view to display fields of your choice and in the order of your preference.

    NOTE: You need the Can customize drilldown layout permission to customize the drilldown view.

     

    NOTE: The drilldown view you specify is global (within a company). If you, for example, drill down to General Ledger transactions, the drilldown view will look the same in all reports.

     

    Icon Description
    Dimensions: These are dimensions from the ERP system, such as General Ledger, Sales, etc.
    Fields: These are fields from the selected dimension, such as Account, Account Name, Status, etc.
    Amounts

     

     

    Customize the drilldown layout

    1. Click Settings.
    2. Click Drilldown layout.

     

     

    3. (If you have access to more than one company.) From the Select company menu, select the company you want to edit the drilldown for.

    4. Under Select dimension, select the module for which you want to edit the drilldown view. For example, if you want to customize the drilldown for reports on General Ledger transactions, click the General Ledger folder.

    5. Under the module folder, select a dimension, such as, General Ledger Transactions.
    Now, two panes open:

      • Available fields: These are the fields you can select to include in your custom drilldown.
      • Drilldown layout: Here you perform the editing of the drilldown view.
        NOTE: Use default is the default drilldown layout provided by OneStop Reporting.

     

     

    6. To start customizing the drilldown view, click the Customize button.
    NOTE: When you click the button, you will see a new field in the Drilldown layout list; Field being drilled down. This is the field in the report where the end users click to drill down from. Usually, this will be an amount, such as Net Amount.

    7. Edit the drilldown as you want:

      • To add fields to the drilldown; under Available fields, open a fields folder, such as Account, and click Add.
      • To remove a field from the drilldown; under Drilldown layout, click Remove.
      • To change the order of the fields; under Drilldown layout, drag and drop the fields.

    8. Click Save.

     

    Revert to default drilldown layout

    1. Click Settings.
    2. Click Drilldown layout.
    3. (If applicable) From the Select company menu, select the company you want to edit the drilldown for.
    4. Under Select dimension, select the module for which you want to edit the drilldown view.
    5. Under the module folder, select a dimension.
      NOTE: The customized drilldown dimension is marked with (customized).
    6. Under Drilldown layout, click Use default.
    7. Click Save. The drilldown layout is changed back to the default layout.

     

    Example: Change drilldown layout

    In this example, we have a default drilldown view as shown in Figure 1.

    In the figure, you can see how the default setup looks in the Drilldown layout editor, and in the drilldown view from a run report. As you can see, the order of the columns matches the order in the Drilldown layout section.

    NOTE: The dimensions and fields may have different names in your ERP system.

     

    Figure 1 Default drilldown view

     

    We want to make the following changes to the drilldown layout for reports based on General Ledger Transactions.

    • Remove the Region field.
    • Move the Net Amount after Description.
    • Add Status field.

     

    We take the following steps:

    1. Click Settings.
    2. Click Drilldown layout.
    3. Under Select dimension, click General Ledger folder, then click General Ledger Transactions.
      NOTE: The module, dimensions, and fields may have different names in your ERP system.
    4. Under Drilldown layout, click Customize.

     

    5. Under Drilldown layout, next to Region, click Remove to remove the Region column from the layout.

     

    6. Under Drilldown layout, move Net Amount after Description.

     

    7. Under Available fields, open the Account folder and next to Status, click Add.
     The Status column is added to the drilldown layout.

     

    8. Click Save.

    If we now run a report in Live Reporting, such as a Profit and Loss report, and drill down, we can see the following effects of the customizing in the figure below:

    • the Region column is removed
    • the Net Amount column is moved
    • a Status column is added.

     

    Drilldown before customizing

     

    Drilldown after customizing

     

     

    Change ownership of content

    It is now possible to move content in OneStop Reporting from a user to another user. This ‘change ownership’ functionality can be useful for transferring content, for example, when a user is removed/deleted from a tenant in the portal. A typical situation where this functionality is applicable is when a user ends their employment and another user should inherit their work in the portal.

    NOTE: You can only transfer content at the tenant level. Consequently, if the original user is a group user, you must move content from the user for each tenant in the group.

    Examples of content that can be moved:

    • Reports/Budgets:
      • Reports, Budgets, Report Packages, Categories, Shared Reports to users.
    • Workflows:
      • Workflows, assignments, reviewers, and approvers. NOTE: The removed user’s Activity log is not transferred. In that way, comments made by the removed user will not be taken over by the new user.
    • Publisher jobs:
      • Publisher job definitions.
    • Connections
      • The credentials for the connections are removed and ownership taken over by the receiving user.

     

    Remove user from a tenant and move content to another user

    NOTE: There are a few things to consider when moving content: You need to make sure the receiving user has the appropriate licenses, roles, permissions and data accesses or the user might not see all the moved content. Also note that all history of reports and jobs will be removed. If you want to keep historic runs of a report, you need to first send it to the archive, before moving the content.

    1. Click Administration.
    2. (If you have more than one tenant) Click the tenant.
    3. Click Users tab.
    4. Click user.
    5. Next to the user’s name, click the Options menu.
    6. Click Remove user.

    NOTE: If the user is a Group user, there will be no option to remove user, only to transfer content. The group user must be removed from the group level.
    The Confirm remove user dialog box opens. You will see a list of content that exists on the user’s profile.

    7. In the Move content and remove user dialog box, select the Move content before removing user checkbox.

    8. (For cloud connections) Clear cloud data connection credentials checkbox.

      • Selected : Removes credentials for existing data connections. If you select this option, the receiving user must reauthenticate (set new password) the data connection. Otherwise, the data import jobs will not be run.
      • Deselected : The current credentials are kept.

    NOTE: For both options described above, the receiving user will be able to see all companies that those connections have access to in the connected systems.

    9. Under Move content to, select the user you want to transfer content to.

    10. Click Next.

    11. In the Confirm action dialog box, confirm the action by entering the name of the user being removed.

    12. Click the Start moving button.

     

    Move content to another user

    You can also move content to another user without removing the user.

    NOTE: There are a few things to consider when moving content: You need to make sure the receiving user has the appropriate licenses, roles, permissions and data accesses or the user might not see all the moved content. Also note that all history of reports and jobs will be removed. If you want to keep historic runs of a report, you need to first send it to the archive, before moving the content.

    1. Click Administration.
    2. Click tenant.
    3. Click Users tab.
    4. Click user.
    5. Next to the user’s name, click the Options menu.
    6. Click Move content.

    7. (For cloud connections) In the Move content dialog box, Clear cloud data connection credentials checkbox.

      • Selected : Removes credentials for existing data connections. If you select this option, the receiving user must reauthenticate (set new password) the data connection. Otherwise, the data import jobs will not be run.
      • Deselected : The current credentials are kept.

    NOTE: For both options described above, the receiving user will be able to see all companies that those connections have access to in the connected systems.

    8. Under Move content to, select the user you want to transfer content to.

    9. Click Next.

    10. In the Confirm action dialog box, confirm the action by entering the name of the user being removed.

    11. Click the Start moving button.

     

    Receiving user takes over content from user

    The receiving user will get an email from the system, informing that he or she has received content in OneStop Reporting.

    NOTE: If the Clear cloud data connection credentials checkbox was selected when moving the content, all credentials for data connections to the cloud ERP system has been cleared. You must reauthenticate them to be able to import data.

     

    Live Reporting/Budgeting

    • Categories taken over from another user is labeled with a truck icon.
    • Reports/budget templates taken over from another user is marked with “Moved from” on the report card.

     

    Publisher

    • Publisher jobs taken over from another user will still run as scheduled by the original user.
    • Publisher jobs (definitions) taken over from another user shows the original user in the Moved from column.
    • The new user can edit the publishing jobs they have taken over, and can reschedule, add/remove users from the jobs, etc.

     

    Get data

    • Connections: Credentials for the connection are removed and ownership changed to the receiving user.

     

    Workflow

    Workflows, assignments, reviewers, approvers are moved. The moved workflows are shown with the name of the previous owner in the Moved from column.

     

    Assignments

    The receiving user might get new assignments if the previous content owner had assignments in a moved workflow, such as reviewer or approver. The workflow card will then show the user the workflow assignment is moved from.

     

    Publisher: Send reports as PDFs

    Users can now send reports as PDFs from Publisher.

    1. In Publisher, click New or Edit.
    2. Under Recipients, click the Destinations tab.
    3. Under User’s email, select the Send reports as PDF checkbox.

    NOTE: To get proper PDF formatting, check that the print area is set correctly in the report template. For more information, see Page setup for reports

     

    Administration: Add information about companies

    On the Companies tab at the tenant level, administrators can now add information about the companies, such as company code, internal project number, or other free text information. Later, the information can be used when using the new reporting tool described below.

    To add company information;

    1. Click Settings.
    2. Click Administration.
    3. Click tenant.
    4. On the Companies tab, in Free 1, Free 2, or Free 3 fields, enter your free text information.

     

    Administration: Create Company and User list reports

    There is now a new Reports tab for administrators on the top level where they can create Company List and User List reports. Administrators can use information they have added to the Companies tab at the tenant level to create the Company List report.

    1. Click Settings.
    2. Click Administration.
    3. Click Top level.
    4. Click Reports tab.
    5. Click Download as CSV or Export to Excel.

    Example of report exported to Excel

     

    Administration: Search for tenants, companies, and users in the data tree

    Administrators can now search for users and companies, in addition to the existing search for tenants.

    NOTE: You must have access to at least two tenants to be able to see the Search box.

    To search for users, companies, or tenants;

    1. Click Settings.
    2. Click Administration.
    3. In the Search box, enter at least three characters to search for users, tenants, or companies. For users, you can search by display name or e-mail address.

     

    Visma Business: Visma Reporting History Customer and Supplier

    After several of customer requests, we are pleased to announce that we have finally implemented Visma Reporting History Customer and Supplier (‘historiske åpne poster’) logic. This means you can now create reports that retrieve open entries for Accounts Receivables and Payables back in time. In addition, we also have reports using this logic available in the Marketplace (in Norwegian). Subsequently, the previous historical factsets will be removed. Reports built with these will still run successfully; however, no new reports can be built on these factsets.

    Visma Business: New open entries report templates

    For our Norwegian customers, open entries report templates for Accounts Receivables and Payables, for customers and suppliers, are now available here. These reports are built on the new Visma Reporting History Customer and Supplier (‘historiske åpne poster’) logic we have implemented (see above).

     

     

    New e-learning courses

    Administration – Change ownership of content

    We have created a new course in OneStop Reporting e-Learning. In this course, users learn how they can transfer content from one user to another.

     

    Courses for admins

    We have created two new e-learning short videos for administrators:

    Administrators at different levels: In this video, we show you what rights and accesses administrators at different levels have in OneStop Reporting. We look at how the administration page looks like for an administrator at the top level, the tenant level, and the group level. We will also go through rights and at which level they can manage users.

    Limit users’ data access: In this video, you learn how you can limit the data access for a user.

     

    Report Designer – Property hierarchy

    In this course, we take a look at how the property hierarchy works for report definitions in Report Designer; that is, the relationship between sheet, row, column, and cell level.

    Report Designer – Report Parameters: In this course, we take a look at how the report parameters work for report definitions in Report Designer. Users learn how Report Parameters is one of the components in OneStop Reporting that allows designers to create a dynamic report so that the same report template can be used for multiple reports with minimal adjustments. More specifically, users learn how to create new parameters, edit existing parameters, how they can be used to create sheet per value, and how to hide parameters and insert a default parameter value.

     

    Fixes

    • Long customer names display: Customers who have long customer names have experienced that the name in Administration will only display 30 characters, and thus, will not show the entire customer name. We have fixed this by allowing users to see the whole name by mousing over the customer name.
    • Publisher: We have fixed an error that sometimes would occur when running Publisher reports that included certain Date parameters.
    • Administration: We have extended the number of characters users can enter in Role names. In this way, users can have role names with up to 50 characters.
    • Get Data: Changed texts for Data Import Job options. Some of our customers have reported that they found the texts for the import options a bit unclear, such as understanding that when using the option Last month, this would import data for the past month until today. We have therefore changed some of the texts in the Select Data dialog box, accessed either from the Data Import wizard or from Get Data > Data Import Jobs > New/Edit. We have changed the text to read “Import data from” and added “and onwards”. In addition, we have changed some of the date option texts for added clarity.

     

     

    • Publisher – Drop-down lists: We have fixed an issue where some users have reported that sometimes they cannot see the drop-down lists for templates and/or users.
    • Budgeting – Values for reference data in Line Item Details: We have fixed an issue where some users have received wrong reference data values in the Line Item Details. The issue was reported for Visma Business in reports with double expansions on rows where accounts were grouped per information fields. In these circumstances, the system would retrieve totals for all accounts within the selected information fields. The issue is now solved.
    • Budgeting: Added Save data button in full-screen mode: We have added the Save data button when users enter full-screen mode in Budgeting.
    • Live Reporting/Budgeting: Widened the parameter drop-down field: We have widened the parameter drop-down list field so customers with parameters with long names can see the whole text when making a selection.

     

  • September 2019 to January 2020

    Version: v5.2.30109.0931

     

    What’s New

    • Sign in with Microsoft
    • Introducing Multi-Factor Authentication in OneStop Reporting
    • Single sign-on with Microsoft
    • Administration: New Budgeting user license
    • Access to Data Manager is now a Permission
    • Administration: Changes to Group User permissions
    • Administration: Users are notified when they are added to a tenant
    • Archive: Playlists now sorted by date
    • Live Reporting/Budgeting: Upload, duplicate, create new, and download report or budget templates directly to Categories
    • Live Reporting – Using the mouse to select range of parameter values in the lookup
    • Static mode for reports: Remove or keep formulas in run report
    • Help in current language from Report Designer
    • Report Designer: Changes to Conditional storage Settings on the Budgeting tab
    • Assignments: Download budget from assignment
    • Fixes

     

    Sign in with Microsoft

    We have now enabled a Microsoft sign-in option for users when signing in to the OneStop Reporting portal.

    Users can now choose to use their OneStop Reporting password, or click Sign in with Microsoft to use their Microsoft password.

    NOTE: The first time you use Sign in with Microsoft, you must approve this as a sign-in method.

     

    Set up new application in Azure Active Directory (AAD)

    To be able to use AAD with the portal, you must register the portal as an app in your AAD tenant and retrieve the Application ID. See Microsoft documentation for more information.

     

    Enable Azure Active Directory (AAD) in OneStop Reporting

    1. In the portal, click  Settings then System settings.
    2. Go to Azure Active Directory.
    3. Turn on the switch Enable Azure Active Directory.
    4. Enter the Application ID from Azure.
    5. Click Save.

    Now, users can sign in to OneStop reporting using their Microsoft account.

    If you want to enforce users to use Microsoft to sign in, see Require Azure Active Directory (AAD) sign-in for all users below.

     

    Require Azure Active Directory (AAD) sign-in for all users

    1. In the portal, click Settings then  Administration.
    2. On the Overview tab, under SECURITY > AZURE ACTIVE DIRECTORY, enter the domain(s) to require Microsoft sign-in for all users. NOTE: The domain(s) you enter here, must be an Azure Active Directory domain(s).
    3. Click Add.

    Now all users are required to use their Microsoft account password to sign in to OneStop Reporting and can no longer use their OneStop Reporting password.

    NOTE: If users have access to multiple tenants where one requires Microsoft sign-in and another does not, then they are required to sign in again when switching to the tenant that requires Microsoft sign-in.

     

    User signs in with Microsoft account when domain requires Microsoft sign-in

    When an administrator has entered a domain under Require Azure Active Directory (AAD) sign-in for the given domains, users will get a Sign in menu where they are asked to select a Microsoft account.

     

    Introducing Multi-Factor Authentication in OneStop Reporting

    To enhance user security in OneStop Reporting, we have made it possible to use Multi-Factor Authentication (MFA) when signing in to the portal.

    MFA is an enhanced security system that verifies a user’s identity by requiring two or more forms of authentication. Rather than just asking for a username and password, MFA requires additional credentials, such as a code from the user’s smartphone.

    MFA is an effective way to provide increased security. Usernames and passwords can be stolen, and they have become increasingly susceptible to brute force attacks. MFA creates multiple layers of security to help increase the confidence that the user requesting access is actually who they claim to be.

    With MFA, even if an attacker manages to learn the user’s username and password, it is useless without also having possession of the additional authentication method. In OneStop Reporting, MFA works by requiring two authentication methods:

    1. Something you know (username and password)
    2. Something you have (an authenticator app on your mobile device)

     

     

    What is an authenticator app and how does it work?

    An authenticator app is usually installed on a smartphone and you scan a barcode or enter a key to create an account. After the account is created, the authenticator app generates a 6-8 digit passcode every 30 seconds. The passcode can, for example, be used for login as an extra authentication method in addition to a username and password.

    The passcodes are generated from a secret code that is shared between the service you are using, such as OneStop Reporting, and your device, as well as the current time.

     

    Google Authenticator app example

     

    Where can I get an authenticator app and which one should I use?

    There are a variety of authenticator apps you can download to your phone from Google Play and the IOS App Store, but we recommend that you use Google Authenticator or Microsoft Authenticator, as those are the ones we have fully tested our MFA solution on.

    Authenticator apps in Google Play

    For more information about installing and setting up an Authenticator app, see Install and set up an Authenticator app

     

    How can I get MFA in OneStop Reporting?

    In OneStop Reporting, users can set up MFA from their user settings. In addition, administrators can enforce an MFA policy for all end users. See the user procedures below for more information:

    • User enables and sets up Multi-Factor Authentication
    • Administrator at top level enables Multi-Factor Authentication policy for all users

     

    (Option 1) User enables and sets up Multi-Factor Authentication

    • Take one of these actions:
      • Click Settings > User settings.
      • On the Home screen, in the upper right-hand corner, click User options > Profile.
    • On the My profile tab, under Security, turn on the Enable Multi-Factor Authentication switch.
    • Install an authenticator app on your mobile device.
      NOTE: You can, for example, use Microsoft Authenticator or Google Authenticator from Google Play or App Store.
    • Scan the image on the screen into your authenticator app.
      NOTE: If you cannot scan the image, you can enter the code you see under If you are unable to scan….
    • In the Code field, enter the code from your authenticator app.
    • Click Verify.

     

    You have now set up MFA for your OneStop Reporting user profile. The next time you log in to OneStop Reporting portal, you must enter your username and password, and then enter a verification code from your authenticator app.

    Click here for video on how to set up MFA on your account:

     

     

    User signs in to OneStop Reporting with Multi-Factor Authentication

    • In the Username/Email field, enter your email or username.
    • In the Password field, enter your password.
    • In the Verification code dialog, enter the code from your authenticator app.
    • Click Verify.

    If you do not have a verification code, click the Do not have a code? link to read more about the MFA setup.

     

    (Option 2) Administrator at top level enables Multi-Factor Authentication (MFA) policy for all users

    • Click Settings > Administration.
    • On the Overview tab, under Security, turn on the Require Multi-Factor Authentication for all users switch.

    NOTE: You can click the More information link to read more about Multi-Factor Authentication (MFA).

    Multi-Factor Authentication (MFA) policy is now enabled for this organization. All users must use MFA to sign into the underlying tenants and groups.

     

     

    User sets up MFA

    If your administrator has enabled a Multi-Factor Authentication (MFA) policy for your organization, you will receive a message:

    Your organization’s security policy requires you to set up Multi-Factor Authentication (MFA) for your account.

    1. Click Next.
    2. Install an authenticator app on your mobile device.
      NOTE: You can, for example, use Microsoft Authenticator or Google Authenticator.
    3. Scan the image on the screen into your authenticator app.
      NOTE: If you cannot scan the image, you can enter the code you see under If you are unable to scan….
    4. In the Code field, enter the code from your authenticator app.
    5. Click Verify.

     

     

    You have now set up MFA for your OneStop Reporting user profile. The next time you log in to OneStop Reporting portal, you must enter your username and password, and then enter a verification code from your authentication app.

     

    User signs in to OneStop Reporting with Multi-Factor Authentication

    1. In the Username/Email field, enter your email or username.
    2. In the Password field, enter your password.
    3. In the Verification code dialog, enter the code from your authenticator app.
    4. Click Verify.

    If you do not have a verification code, click the Do not have a code? link to read more about the MFA setup.

     

    Single sign-on with Microsoft

    If enabled by an administrator, users can now use the Microsoft sign-in option when signing in to the OneStop Reporting portal.

    Users can now choose to use their OneStop Reporting password, or click Sign in with Microsoft to use their Microsoft password.

     

    Enable Azure Active Directory (AAD) in OneStop Reporting

    1. In the portal, click Settings then System settings.
    2. Go to Azure Active Directory.
    3. Turn on the switch Enable Azure Active Directory.
    4. Enter the Application ID from Azure*.
    5. Click Save.

    Now, users can sign in to OneStop reporting using their Microsoft account.

    * To be able to use AAD with the portal, you must register the portal as an app in your AAD tenant and retrieve the Application ID. See Microsoft documentation for more information.

     

    Administrators can also require all users to use Microsoft to sign in. See Require Azure Active Directory (AAD) sign-in for all users below.

     

    Require Azure Active Directory (AAD) sign-in for all users

    NOTE: To be able to use AAD sign-in, you must have enabled AAD in System Settings and entered the Application ID from Azure.

    1. In the portal, click Settings then Administration.
    2. On the Overview tab, under SECURITY > AZURE ACTIVE DIRECTORY, enter the domain(s) to require Microsoft sign-in for all users. NOTE: The domains you enter here, must be an Azure Active Directory domain.
    3. Click Add.

    Now all users are required to use their Microsoft account password to sign in to OneStop Reporting and can no longer use their OneStop Reporting password.

    NOTE: If users have access to multiple tenants where one requires Microsoft sign-in and another does not, then they are required to sign in again when switching to the tenant that requires Microsoft sign-in.

     

    User signs in with Microsoft account when domain requires AAD

    When an administrator has entered a domain under Require Azure Active Directory (AAD) sign-in for the given domains, users will get a Sign in menu where they are asked to select a Microsoft account.

     

    Administration: New Budgeting user license

    We are now introducing a new Budgeting license. Users with this license will have the possibility to budget directly in the Budgeting module. In the past, users were required to have a license for Report Designer to have access to the Budgeting module, but this is no longer necessary.

    In addition to budget directly in the portal, they can download budget templates from the Marketplace, and then download the budgets locally if they want. Furthermore, they can assign budget templates to other users and roles. NOTE: This license does not allow users to upload or create budget templates.

    Users with the Budgeting license will also get access to the Assignments and Workflow modules.

     

    If given the Can edit data from Data Manager permission, they also have access to Data Manager. For more information, see section below.

     

    Access to Data Manager is now a Permission

    Users can now control access to Data Manager from Permissions in Administration.

    To grant a user access to Data Manager;

    1. Click Settings > Administration.
    2. Click the relevant tenant.
    3. On the Users tab, click the user.
    4. Under Permissions, turn on the Can edit data from Data Manager switch.

     

     

    Administration: Changes to Group User permissions

    We have added an option in Administration for Group Users, so that users can be added with full access permissions in all subtenants (data access, drilldown, etc.) without being administrators.

    The three options for Group Users are now:

    • 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 for users and manage the connections for the tenants in the group.
    • If you want to grant a user rights to manage users only for the tenants in the group, turn on the Manage users switch. This permission allows the user to see the Administration pages for the tenants in the group. Users with this permission will also automatically get All permissions.
    • If you want to grant a user all permissions for all tenant in the group, turn on the All permissions switch. This permission gives the user all Access Permissions in the tenants, such as full data access, importing company data, drill-down, etc. without having administrator rights. These users will not be able to see the Administration pages under Settings.

     

     

     

    Administration: Users are notified when they are added to a tenant

    When existing users are added to a tenant, they are notified with information about the user that added them to the tenant.

     

    Archive: Playlists now sorted by date

    Playlists in Archive are now sorted by date. In the past, users would see their unread playlists at the top of the list. We have changed this because most of our users are primarily interested in their most recent reports.

     

     

    Live Reporting/Budgeting: Upload, duplicate, create new, and download report or budget templates directly to Categories

    If you have ( ) selected a Category in Live Reporting or Budgeting, and select to upload, duplicate, create new, or download report/budget template(s) from the Marketplace, the report(s) is automatically added to the selected Category.

    NOTE: You can select multiple categories to add report/budget templates to.

    NOTE: Click here to learn more about managing categories in Live Reporting, or here to learn about managing categories in Budgeting.

     

    Example: Automatically add new report templates to a Category or categories:

    1. In Live Reporting, in the Search & Filters pane, select the Category or categories you want to add report templates to.
    2. Click A picture containing object Description automatically generated Get templates.
    3. Select ( ) the report templates from the list.
    4. Click INSTALL.
    5. Click Cancel.

    The report templates are added to the Category/categories you have selected.

     

     

    Live Reporting – Using the mouse to select range of parameter values in the lookup

    In the past, users had to press Ctrl/Shift to select multiple values in the parameter lookup. Now, users can click a value, then click again and scroll to select a range of values.
    NOTE: This only applies to reports that allow multi-selection for parameters.

     

     

    Static mode for reports: Remove or keep formulas in run report

    Some of our users have very large reports, containing numerous cells with formulas, many that are referring to other cells and functions. This might cause performance issues when running reports in the portal. Therefore, we have made it possible to run reports in “static mode”. This means that all formulas are removed in the workbook and the values are replaced with actual cell values.

    Users can control the formula settings for a report template from the Report Properties in Report Designer. On the Reporting tab, there is now a Keep formulas in run report checkbox. If this checkbox is deselected, the formulas are removed from the report.

    1. The default setting for existing reports is selected (True).
    2. The default setting for new reports is deselected (False).

    NOTE: This option will not have any impact on budgets.

     

    Keep formulas in run reports

    • In Report Designer, on the OneStop Reporting tab, click Report Properties.
    • Click the Reporting tab.
    • Select the Keep formulas in run report checkbox.
    • Click OK.

    All formulas in the generated report are kept during processing.

     

    Remove formulas in run reports

    • In Report Designer, on the OneStop Reporting tab, click Report Properties.
    • Click the Reporting tab.
    • Clear the Keep formulas in run report checkbox.
    • Click OK.

    All formulas in the generated report are now removed during processing, and the values are replaced with actual cell values. When formulas are removed from a report, it is no longer possible to make calculations in run reports in Live Reporting.

    When formulas are removed from the report template, the drilldown will function as normal.

     

    NOTE: For reports that contain advanced formulas, such as IF and INDIRECT in the same formula or when referring to other sheets, it is safest to select the Keep formulas in run report checkbox to ensure the formulas work as intended in the portal.

     

     

    Help in current language from Report Designer

    In the past, users clicking the Help button in Report Designer would get the default language English. Now, users are redirected to the help in Norwegian, Danish or Swedish depending on their language settings.

     

     

    Report Designer: Changes to Conditional storage Settings on the Budgeting tab

    Store even unchanged cells 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 has changed name to Delete transactions if cell value is 0, and will now have the following logic:

    • If the option is selected and the cell value is 0 (either entered or calculated), the underlying record will be deleted.
    • If the option is deselected and the cell value is 0 (either entered or calculated), the number 0 will be stored in the underlying record.
    • If the Delete transactions for empty cells checkbox is selected, and the user clears the cell by pressing delete or backspace (or by formula), the underlying record will always be deleted regardless of whether the Delete transactions if cell value is 0 option is selected or not.

    Suppress delete 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/blank/deleted.

     

     

    Assignments: Download budget from assignment

    It is now possible to download a budget as an Excel file from an assignment in Assignments. The Download functionality is available both for single assignments from Budgeting and assignments in a workflow.

     

     

    Fixes

    Report Designer: Local date format

    In the past, there have been issues when using, for example, the Norwegian standard date format; day, textual month, and year. The issue has now been solved and the following setting can be used:

     

    Report Designer: Improvements to Expressions and KPI functionality

    For this release, we have worked on improving the KPI and Expressions functionality in Report Designer. Specifically, we have implemented the following fixes:

    • Possible to create KPIs based on multiple factsets
    • KPI and Expression filters now only require quotes if datatype is a string
    • Filters now support operators for strings (begins with, ends with, like, contains)
    • Possible to use KPIs with multiple expressions.

     

    Report Designer: Groups automatically set to None when a user deselects the Expanding checkbox

    We have fixed an issue where users have experienced that the grouping on the Grouping/Sorting tab would still be active even if they deselected the Expanding checkbox. This would cause the group to still expand. The issue is now fixed, so that when a user deselects the Expanding checkbox, the grouping is now automatically set to None.

     

     

    Budgeting: Line Item Details – Expand columns

    Users can now expand columns in Line Item Details if they have large numbers that show a number sign, #, due to lack of space in the column.

    A screenshot of a computer Description automatically generated

     

    Live Reporting: Use user’s language when exporting report as PDF

    In the past, some users have experienced that the language of their report changes to English when they export a report to pdf. This is now fixed, and reports will now have the same language as the user has set as their language.

     

    Assignments

    We have fixed an issue where some users have experienced getting error messages when selecting parameters for their assignments (when the Let User Decide option is selected for parameters in Workflow).

     

     

     

  • May to August 2019

    Version: v5.2.20903.1420

     

    Workflow/Assignments enhancements and fixes

    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.

     

    Everyone with access to a workflow can now see Workflow status

    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;

    1. In the Workflow module, click the workflow.
    2. Click the Status button.

     

    Direct access to assignments from Workflow status

    Users can now access their assignments directly from the Workflow status view.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML399e7d8c.PNG

     

    User assignments: Better visualization in the workflow matrix

    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.

     

    Select templates: Changed dialog box

    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.

     

    Select companies: Companies in the workflow are now sorted with the Let user decide option at the top

    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.

     

    Assignments: Show name of assignees on assignment cards

    You can now see the user name of the assignee on the assignment cards.

     

     

    Workflow notifications

    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.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML153e6781.PNG

     

    Let users see workflows and assignments that have a start date in the future

    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.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML5d28e487.PNG

     

    Assignments and workflows available for users after completion

    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.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML5d337944.PNG

     

    Added Collapse/Expand buttons to sections in Assignments

    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.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML5cfd573c.PNG

     

    Added Search box in the Assignments module

    We have added a Search box for both workflows and assignments in the Assignments module.

     

    Edit Workflow: Change date interval

    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.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML5d15fc41.PNG

     

    Edit budget templates in published workflows

    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;

    1. In Budgeting, click in the top right corner to show details of the budget template.
    2. Click Undo 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.

     

    Possibility to generate multiple assignments with ‘Let user decide’ parameters

    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.

     

    Improved Workflow review

    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.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML62262a95.PNG

     

    Workflow status issue solved

    Some users have experienced problems with workflow statuses when going from reviewer to approver. The issue is now solved.

     

    Budgeting

     

    Current period function when assigning budget template

    The period function, {PeriodCalc.CurrentPeriod}, is now a valid parameter value when assigning a budget.

     

    Translations

     

    Change language of Help pages

    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.

     

    OneStop Reporting now available in French

    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;

    1. Click Settings > User settings.
    2. On the My profile tab, click the Language drop-down menu to select language.

     

    Administration

     

    User permissions: Can manage connections

    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.

     

    User permissions: Added Download to Excel as a permission

    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.

     

     

    • If users have the switch turned on in their Permissions, they are allowed to download reports as Excel files in Archive.
    • If users have the switch turned off in their Permissions, they are only allowed to download reports as pdf files in Archive.

     

     

     

    Get Data

     

    Option to lock connections

    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.

    • If you turn off the switch, only you can edit a connection, such as adding other companies etc. All users with the Can manage connections permission will see the connection, but the connection will be shown with a Lock icon next to it. 

     

    • If you turn on the switch, all users with the Can manage connections permission are able to edit the connection.

    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.

     

    Changes to Connections display in Get Data

    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.

     

     

    Report Designer

     

    No longer support for Office versions lower than 2013

    We no longer support Microsoft Office versions lower than 2013.

     

    Changes to the Sheet per value functionality

    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;

    1. On the OneStop Reporting tab, in the View group, click the Report Parameters button.
    2. Click Edit parameter (on, for example, Region).

    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.

     

    Protect non-input cells

    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;

    • On the OneStop Reporting tab, in the Configuration group, click Report Properties, and go to the Budgeting tab.

     

    Help available

    You can now access the help for Report Designer directly from a Help button on the OneStop Reporting ribbon.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML5d7f6935.PNG

     

    Changes to Conditional storage Settings on the Budgeting tab

    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:

    • If the option is checked and the cell value is 0 (either entered or calculated), the underlying record will be deleted.
    • If the option is un-checked and the cell value is 0 (either entered or calculated), the number 0 will be stored in the underlying record.
    • If the user clears the cell by pressing delete or backspace (or by formula), the underlying record will always be deleted regardless of whether the option is checked or not.

    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.

     

     

     

    Fixes

     

    Report Designer: Having non-OSR workbook and OSR Report Designer open at the same time

    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.

     

    Report Designer: Switching company

    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.

     

    Report Designer: Users are asked to download even when they already have it installed

    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.

     

    Report Designer: Year to Date function

    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.

     

    Administration: Default permission selection for administrator role is now set to all permissions

    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.

     

    Data Manager: Prompt to confirm action when leaving page without saving

    Users will now get a Confirm action dialog box if they leave or refresh the Data Manager without saving their work.

     

     

    Data Manager: Possible to use comma as a decimal separator

    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.

     

    Archive: Fix for toggle vertical/horizontal when opening multiple reports

    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.

     

     

    Budgeting: No refresh of the budget template when storing budget numbers fails

    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.

     

    Budgeting: Lookup gives error when opened in a draft budget

    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.

     

    Budgeting: Copying and pasting values with decimals

    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.

     

    Budgeting: Using comma separator when Norwegian is selected 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.

     

    Known issues

     

    Report Designer: Avoid groups from disappearing from the Layout Editor

    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;

    • Go to File > Options > General, and select the Optimize for compatibility checkbox.

    Please note that you must restart the application for the change to take effect.

     

  • 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.osr@visma.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/questionmark.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

    __________________________________________________

    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.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.