Release Notes: Version 5.5.2 - New Features & Enhancements

Dashboard – Matrix Widget

This enhancement enables the administrator to create multiple new client dashboard widgets, similar to the ‘Ratio’ widget.

The new menu item “Matrix” has been added under the Profiles tab.

Select “Add New” button to add a Matrix.

The Matrix functionality is available for Financial and Sales Planning modules and Account/Cost Centre or Customer/Product Structures:

Select the ‘Add New Line Item’ context menu option against a ‘Matrix’ row, to create a ‘Line Item’ row (which is similar in a way to the ‘Ratio’ row on the Ratios screen):


Selecting the ‘Add Input’ context menu option against a ‘Line Item’ row, the various inputs and formulas can be added. If ‘Structure Type’ is ‘Cost Centre’ as in example above, then all Summary and Posting Cost Centres linked to the selected Cost Centre Structure will be displayed.

Once a Matrix has been created, it can be linked to a Matrix widget on the Dashboard by the Administrator:


The administrator should then use the widget’s ‘Filter’ option to complete the widget’s configuration, by selecting the relevant Matrix, Account/ Cost Centre/ Product/ Customer to filter the Widget by, as well as the Layout Profile to determine the columns of data that will be displayed on the Widget:


See an example of the end result on Client.

Financial Budgeting

Activity – PMT Function added

PMT function has been added to calculate the monthly payments for a loan, similar to Excel’s PMT function.



.Net Framework Upgrade to 4.8

5.5.2 is now only compatible with.Net Framework 4.8 to be in-line with Microsoft-supported versions.

Client Module

Dashboard – Matrix Widget

This enhancement enables the administrator to create multiple new client dashboard widgets, similar to the ‘Ratio’ widget.

The Matrix functionality is available for Financial and Sales Planning modules.


Selecting the Filter button the user can edit any of the Widget’s filter options, including the Layout Profile. All selected Layout Profile columns will be displayed on the widget (except Code and Description).


Selecting the Configuration Options  the user can Clone or Delete the Matrix:



Financial Budgeting

Activity – PMT Function added

PMT function has been added to calculate the monthly payments for a loan, similar to Excel’s PMT function.



 Sales Planning

Scheduled Export - Button and Screen

Selecting “Export Page”  button - client exports will now be scheduled if there are more than 500 rows of data. The below prompt will appear if the export has been scheduled.

Once the export was scheduled – selecting the “Scheduled Exports” button will open a new tab where the user can see the progress and open the export once the Scheduled task has been completed.




 

 

 

 

 

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