September 2019

What’s New

 

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.

 

 

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.

 

 

Fixes

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.

 

 

 

 

Integration-specific fixes

 

Visma Net

  • VAT amounts: We have fixed an issue where VAT amounts added to every Invoice Line would cause summation errors.
  • Reporting on cost of goods sold per unit: We have added the InventoryReceiptLines factset so users can report on the cost of goods sold per unit.
  • Drill-down in reports: We have changed the order of the voucher links to always be displayed in the first column.

 

 

Tripletex

  • Companies for Group Reporting issue: We have fixed an issue where the Companies for Group Reporting would not work when using the Activity dimension under Time Sheets. This issue is now fixed.
  • Added Department Number (Avdelingsnummer) to Department (Avdeling): In this way, users can create reports based on department numbers.
  • Drill-down in reports: We have changed the order of the voucher links to always be displayed in the first column.

 

 

Xero

  • Calculation of unrealized currency: We have fixed an issue where the calculation of unrealized currency gains would fail when account numbers and names were changed.
  • Data Manager – Deleting values from Line Item Details: We have fixed an issue where users deleting a value from one of the extension fields for a dimension or factset would cause reports to fail.

 

24SevenOffice

  • Drill-down in reports: We have changed the order of the voucher links to always be displayed in the first column.