What’s New

• Administration – Usage
• Data Manager
• Reporting – New sorting for invoices
• Fixes
  • Data Manager
  • Budgeting
  • Reporting
  • Distribution
  • Reporting and Budgeting
  • Get Data
• Integration-specific fixes

Administration – Usage

You now get an overview of the number of Auditors and Accounting Office Employee (available for accounting office customers) users in Administration – Usage.

Data Manager

We have replaced the drag-and-drop functionality in Data Manager with a + button next to the field name.

To use the Data Manager;

1. Click Select company and choose from the list.
2. Click Factset or Dimension to expand the lists.
3. Select a factset ( ) or dimension ( ) to view the available fields.
4. Click Refresh to populate the spreadsheet with data.
5. In the field list on the left-hand side, you have the following options:
   • Deselect ( ) a field to hide it in the spreadsheet.
   • To change the order of the fields, click next to a field and drag it to another position.
   • Click + next to a field name to add it to the spreadsheet header to filter the spreadsheet. You can add multiple filters.
6. Edit the spreadsheet.
   • Some columns are linked to lists, where you can select a value.
   • Some database fields (such as “changed date”) cannot be edited.
   • (only for Factset and OSR dimensions) Click Add row and Delete rows to add or remove rows from the spreadsheet.
7. Use the Pinned value field to pin/freeze one or more columns in the spreadsheet. Pinned columns will always be visible when you scroll horizontally.
8. Click Save when you are done.

NOTE: Be careful when you edit or delete Factsets data, because the changes cannot be undone.

Reporting – New sorting for invoices

Updated sorting of vouchers so that invoices generated by Visma.net shows first in the list of vouchers.

Fixes

Data Manager

• Fixed an issue where Data Manager would be empty in some instances where a tenant was hosting only one company.

Budgeting

• Fixed an issue where it was not allowed to store values starting with “0” when cell format was set to “text”.
• Fixed an issue where the description of budget templates would not show in some instances.
• Fixed an issue where copying values by dragging cells was not allowed in some instances.
• Fixed an issue in Line Item Details where historic reference data would show data for the wrong year when using expanding sheets per value.

Reporting

• Enhanced performance of reports using INDIRECT formula with a second parameter when “Replace indirect references” was selected.
• Fixed an issue where it was not possible to run reports with the date range parameter.

Distribution

• Fixed an issue where it was not possible to scroll in the tenant list of the Confirmation dialog box.

Reporting and Budgeting

• Fixed an issue where it was allowed to run a report with “*” for all values even though the Allow multiple selections setting was not selected.

Get Data

• Fixed an issue where Open customer or supplier transactions would not update correctly after nightly import.

Integration-specific fixes