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Major Releases notes

 
Version
Description
v18.1.x
  • Added more details to FinBoard drill-down window.
  • Added split to columns within FinBoard drill-down window.
  • Improved Cash Analysis module adding new fields, filters and grouping (pivot table) capabilities.
  • Added Logic Extender for Gross Profit module. Each rule can handle multiple  comma-separated Sql parameters.
  • Added Logic Extender for AP Audtis and Cash Analysis (Cash Receipts and Cash Disbursements) modules.
  • Improved the Find mechanism within FinBoard. Now it can also search across all numeric columns.
  • Improved the Report Builder. Now it allows duplicating and editing the built-in reports (Income Statement).
     
19.4
  • Added Pivoting capabilities to the summary and details grids within the Gross Profit.
  • Improved Report Permissions module adding Excel like filter, export, sorting capabilities
  • Added more details to drill-down windows within the FinBoard module.
  • Added formatting capabilities to the Financial Report Builder
  • Added new hyperlinks to Visual across many grid within the whole app
  • Added new Financial Audits
  • PO Accrual
  • AP Audits: Extended tests
  • AR Audits
  • Manufacturing Audits
  • Audits Editor
 
19.10
20.3
20.7
20.7
20.9
  • Several improvements within the Dashboard module (added permissions, maintenance, etc.)
20.12
  • Implemented Drag & Drop functionality within the Report Builder
  • Added a new mechanism to preserve the columns layout within the FinBoard
21.1
  • Gross Profit module: added several improvements:
  •  New Export to Excel mechanism.
  •  Added a control to hide or show rows and columns totals.
  •  Added a button to expand or collapse all rows and columns at once.
  • General Ledger module: added a new mechanism to split the contents of the details tab into columns.
  • Finboard (Report Viewer & Writer): added new report searching mechanism.
  • Custom Queries editor: added 3 automatic parameters. For those modules where Start Date, End Date or SiteId filters are available, those parameters will be passed to the Sql scripts automatically.
  • Added access to the new Customer Portal from the main window (top-right corner)
21.2
  • General Ledger: Replaced Check# with Control# when the Check# is null.
  • General Ledger: Resolved issue with calculation of the Final Amount field.
  • General Ledger: Fixes occasional error generate while splitting columns.
  • Gross Profit: Enhanced logic to handle Progress Billings invoices. 
  • Gross Profit: Improved the initial summary loading mechanism so it can complete its cycle faster in large datasets.
  • Logic Extender: Added this module to the Permissions Control mechanism so users other than SYSADM can access it.
21.3
  • Added a new Manufacturing Gross Profit Module
21.6
  • Added Logic Extender to the Manufacturing Gross Profit Module.
  • Added an "Administrator" role in the permissions module so a user can "ACT as Sysadm" without having to know the Sysadm Password.
21.7
  • Redesigned the Logic Extender eliminating the need to define the "Lookup Columns"
  • Added a new "Context Menu" to all the grids (right-click) bringing a lot of new functionality to the grids.
  • Added a mechanism to define Conditional Formatting to all grids. This is available from the new Grid's Context Menu.
  • Added a new "Quick Dashboards" functionality to all grids. This is available from the new Grid's Context Menu. Note: at the moment this is available as trial mode.
21.10
  • Improved sorting and exporting to Excel mechanism within the Gross Profit module
22.11
23.4
  • FinBoard module: added a new mechanism for copying Reports Permissions from one user to another
  • FinBoard module: improved the Reports Permissions by adding a column in the drop-down list showing the report already assigned to a user.