Release Notes: Version 5.3.3 - New Features & Enhancements

Version 5.3.3 - New Features & Enhancements

Administrator Module

Dashboard - Customisation and Graphs
When selecting “Show System Views”  button – the Charts tab is available now:

A ratio can now be hidden from the Dashboard if the “Hide from Dashboard” switch is selected for that ratio under Profiles > Ratios.

Layout Profile - Default Column Attributes
The Admin user can now customise the default column attribute settings, and apply these default values to new and existing layout profile columns.
The “Default Attributes” tab has been added to Layout Profile listing page - the settings will apply to all fiscal sets and should be selected per a layout profile column.


Layout Profile – Predefined Profiles

Predefined generic layout profiles have been added to the system. This allows for basic layout profiles to be created quickly and easily, whih is particularly useful in the initial build phase.
Three predefined profiles are available for Financial Budgeting module, two for Financial Reporting and one for each other module.




Financial Budgeting and Reporting

Reporting Currencies - Unlimited Enhancement
Any number of Reporting Currencies can now be added under Main > Currency > Currency screen by selecting the “Reporting Currency” switch (previous maximum was five). 

“Reporting Currency 1-5” selections have been removed from the Main > Company screen.



Layout Profile - Structure Profile Ratios

This enhancement will allow Ratios to be displayed on screen in Client when a Layout Profile with a Structure Profile is selected – this is applicable to both Financial Budgeting and Reporting.


Going to Profiles > Layout Profile > Structure Profile > Rows tab and selecting the “Blank Row Below” checkbox, will result in the Ratio selection now being available (as setup under Profiles > Ratios).

After selecting the ratio – the formatting can be applied to it (including the “Blank row below”). When not selecting a ratio – the normal “Blank row below” formatting will be applied.
Only Active Ratios linked to the selected Account Structure will be available for selection.

See the end result on the Classic view screen in client:

 Status column added to Ratios listing screen

Please see below:


Cost Centre and Account Structure LInks
The "Assign Cost Centre/Account Structure" tab was added to the Cost Centre/Account Structures. This allows the Administrator to highlight the link between the relevant Account and Cost Centre Structures.

Cross Function Access – Standard, Fixed, Itemised and Capex budget types
The ability to create user security roles has been added in Admin under Security > Cross Function.

On the “Attribute” tab - this functionality can be applied to Financial Budgeting and Reporting modules:
On the “Account” and “Cost Centre” tabs the accessible Cost Centres and Accounts can be linked to each role.
Currently only Standard, Fixed, Itemised and Capex budget type accounts are available for selection:

 On the “User” tab applicable users can be linked. A default role can be setup per user:

Also under the Security > User > Cross Function tab:

The “Cross Function Enable” switch has been added under the Profiles > Report > Design section for setup of Cross function related reports:


Imports added

The following imports have been added under Imports > Security > Cross Function for the setup:
·         Financial Role Details
·         Account Access
·         Cost Centre Access
·         User Access



Reports added
The following reports have been added under Reports > Security > Cross Function:
·         Account Access
·         Cost Centre Access
·         User Access


User Activity Log Report
The Reports > Security > User Activity report has been extended to display the user logs for to up to 12 months.

Select the required month from the “Logged in Date/Month” selector:
Client Module

Dashboard - Customisation and Graphs
The Global Parameters Widget now has an option for posting Summary Views and the Module groupings. 

Charts tab has been added to client’s dashboard.


Reporting Currencies - Unlimited Enhancement
Unlimited amount of Reporting Currencies can now be setup per company. Only 5 were allowed before.


Layout Profile - Structure Profile Ratios
Ratios can now be displayed on Classic View screens in Client - when linked to a Structure Profile selected.

Cost Centre and Account Structure Links
On Summary views - if a Cost Centre and an Account Structure/s were linked on Admin – they will be highlighted with a   lime green separator on the dropdown boxes on Client:



Cross Function Access – Standard, Fixed, Itemised and Capex

Selecting the Cross Function dropdown will provide filtered access to all cost centre and account combinations which have been linked to the role security.

Currently this functionality is only available for Standard, Fixed, Itemised and Capex budget type accounts - for Financial Budgeting and Reporting modules:






Popular posts from this blog

Release Notes: Version 5.8.2 - New Features & Enhancements

  IDU-Concept Version 5.8.2 introduces several exciting new features, including: Custom theme formatting - available for any theme Custom login background image Layout profile – column drag and drop vs move up and move down Layout Profile Formulas – Summary Level Totals (for carbon footprint budgeting) Enhanced Dashboard features – Ratios and Matrix Project - Account Save Preference – ability to determine how Project and Category level values aresaved to the account Budget Uplift Utility - a range of accounts (Standard, Fixed, Itemised) can be uplifted with a specific percentage based on a current budget or a source fiscal set specified The following features are now available to the Sales Planning and Sales Reporting modules: Layout profile – column grouping Third Dimension Click Here to find the latest IDU-Concept release notes detailing the new features and enhancements included in Version 5.8.2 If you are not using IDU-Concept on the IDU Cloud and would like ...
Read more

Release Notes: Version 5.4.4 - New Features & Enhancements

Image
  Administrator Module Financial Budgeting Module Dashboard – New ‘Member Account & Component Recon’ Widget A new dashboard widget has been added to provide a reconciliation between the Member component values and the values rolled up to the budget at cost centre and account level. The toggle button is available for the Tabular View   The filter option  is available to filter by account or component values: Layout Profile - Ratio Display Switch The ‘Enable Ratio Display’ switch allows for the admin user to choose whether or not ratios should be displayed in each layout profile column. The switch has been added to “Default Attributes” screen, Dimension and other Layout Profile columns, except Variance Formula and Optional fields. Unticking the switch will not display the ratio on Client: Bulk Delete – Search on Global Assumptions Search boxes were added on Global Assumptions bulk delete popup: Cross Function Acc...
Read more

Important Notice: Microsoft is ending support for MS SQL 2014 in July 2024.

Image
  As we are sure you are already aware, as of July 9, 2024, Microsoft will officially end support for MS SQL 2014   Why must we upgrade to a later version of MS SQL? End of support means regular security updates will no longer be provided. With cyberattacks becoming more sophisticated and frequent, running applications and data on unsupported versions can create significant security and compliance risks. What does this mean in terms of our investment in IDU? In the future, customers running SQL 2014 or earlier may not have access to new releases of IDU, including new features and functionality released in the system. We would therefore highly recommend that customers upgrade to the most current versions for better performance, efficiency, and regular security updates. Please advise your IDU Consultant or Account Manager when you undergo an upgrade so we can update our records accordingly.   Something to consider  - Moving to IDU Cloud means there is no ne...
Read more