Release Notes: Version 5.6.1 - New Features & Enhancements

 Administrator Module

Charts – Layout Profile Data and the Tile Chart

Chart widget can now be added to any dashboard by selecting   “Add Dashboard Widget” then “Charts” then selecting the “Add” button.



Hover over the top right corner of the new Chart widget to see the buttons. Select Filter Widget   button to setup the Chart.

 


 Select “Fiscal Set Data” or “Layout Profile Data” from the Source drop down.

 


“Fiscal Set Data” will display the graph for the monthly values of the selected fiscal set, current year and prior year actuals and all comparative fiscal sets as linked under Main > Fiscal Set.

“Layout Profile Data” will display the graph for Account or Cost Centre structure as per Layout Profile selected.

For the “Account” structure type “Posting” or “Summary” View is available, but for the “Cost Centre” structure type only “Summary” View is available.

To keep the selected parameter changes, select the Save button   on the top right corner. This will be saved at a user level.

 


For Layout Profile charts the additional “Tile Chart” Type is now available under the Configuration Options:


For the “Tile Chart” Main Value and Comparative Values should be defined under the Chart Parameters.

Select “Apply” and Save   button for the widget to display on Client:

 

 

Financial Budgeting

Project Layout Profile Field Import and Export

This enhancement allows the admin user to import project layout profile field values (e.g., text field values, dropdown box selection values, date field values etc.) against each Project.

The following import and export have been added to the system:

 


 The Export can be used for re-import as is (Description and Formula rows would need to be removed if applicable):



Sales Planning

Centralised Exchange Rate - Revenue

Revenue multi-currency rates can be now synchronised with the Main exchange rates.

When editing a Customer Product in the ‘Multi-Currency’ Company and if the selected Customer is using a Currency other than the Company Currency - then ‘Sync with main Exchange Rates’ switch will be available.

The Maintenance Currency dropdown box will display the Company Currency and the Customer Currency.

Selecting save the values in other currencies will calculate according to the selected exchange rate.

 


Selecting “Edit Component Allocation” the users can now see and capture monthly values on the same screen – “Capture Monthly” button has been replaced with Currency and Months columns on the screen.


 

Client Module

 

Charts – Layout Profile Data and the Tile Chart

The Chart buttons are now hidden until the user hovers other the right top corner of the chart  .

The users can now choose between “Layout Profile Data” or “Fiscal Set Data” to display on the charts.

 


 A dropdown to switch between Layout Profiles will become available if “Layout Profile Data” option is selected.

 


 

For Layout Profile charts the additional “Tile Chart” Type is now available under the Configuration Options:

 


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