Release Notes: Version 5.9.0 - New Features & Enhancements
Administrator Module
Dashboard – export button added
This update introduces an export feature, allowing users to export dashboard widgets and charts in pdf format.
Export button has been added to the Dashboard and each widget. Selecting this button will export to pdf and display each widget or chart on a separate page for easier analysis and presentation.
Select Landscape or Portrait orientation and whether to include the 
Filter selections for each widget or not:
The export file will be generated as a separate web page.
Selecting the Download button – the file will be saved in pdf format.
Dashboard – Customised Widget Headers
New Insights button has been added to the Dashboard and each widget.
Selecting this button the admin users can change the Widget header or capture a comment:
IDU-Concept Compact (Mobile) Module
Mobile Dashboards - Compact Access
“Compact Access” option has been added to the “Dashboard Settings” popup.
Admin users can now specify which dashboards should display on IDU Compact to optimise the dashboard layout for mobile devices.
Financial Budgeting and Reporting
Layout Profile Parent Groups
The admin user can now define Layout Profile Parent Groups for Financial Budgeting and Financial Reporting module layout profiles.
“Parent Level Row” flags the group as the Top-level parent group, which disables the Parent Column Group selections against that Row.
“Parent Column Group” column displays a dropdown box for each Column Group – with the list of the codes of the Column Group assigned above the current row, which are available for selection.
“Show when collapsed” switch determines which columns will be shown when a column group is collapsed - instead of just defaulting to the first available column.
The switch has been added on Profiles > Layout Profile > Layout Profile > Columns > Main and Dimension.
Layout Profile – Reverse Signage (I/S Only)
For Financial Budgeting and Financial Reporting modules, a new option has been added, to only reverse the signage of Income Statement accounts (I/S Only) - while leaving the signage of Balance Sheet accounts unchanged.
A dropdown option has been added to Reverse signage column on Profiles > Layout Profile > Layout Profile > Default Attributes:
As well as on the Profiles > Layout Profile > Layout Profile > Columns > Main:
Financial Budgeting
Activity - Clone Budget Values as Actuals
This update introduces clone settings to preserve key financial data when cloning a Budget Fiscal Set to create a Forecast Fiscal Set.
Key Updates:
Global Assumption and Activity Input values in Closed Periods can now be retained when cloning.
New clone settings allow budgeted Global Assumption and Activity Input values to transfer to the Forecast as Activity Actuals.
Two new switches have been added to the Fiscal set clone screen to accommodate for this:
Clone Global Assumption Budget Values as Actuals (in Closed Periods)
Clone Activity Input Budget Values as Actuals (in Closed Periods)
Activity matrix
This enhancement introduces a matrix-based approach to managing assumptions, improving efficiency and flexibility in activity category calculations.
Key Updates:
Administrators can now define a matrix with assumptions, allowing to reduce the number of lines required for activity categories.
To setup the Assumption Matrix, select the new menu item below:
Activity matrices will be defined as templates, which can be applied to a specific category or to an item within a category.
Admin users can link a matrix to a category under Financial > Activity > Category > Input Access tab > Assign Input tab
CAPEX - Optional Field Parameters Dropdown
Optional Field dropdown functionality has been added to the Capex budget type.
Up to five new Optional Field Parameter dropdown boxes can potentially be added to the Capex screen on client.
Under Financial > Capex > Optional Fields Parameters the admin user can create different drop-down options for the optional field parameters.
Alternate Optional Fields 1-5 can be re-named under Profiles > Labels > System token.
CAPEX - Optional Text Fields
Admin users can now activate Asset optional fields for free text capture.
A new menu option “Optional Fields Text” is now available under Financial > Capex:
Users can create a field for Asset optional field text capture:
New imports have been added to facilitate quick and efficient setup:
Optional Fields Parameters
Asset Acquisition Value and Asset Acquisition Unit imports were amended to include the Asset Optional Fields 1-5 columns:
Financial Consolidations Module
Journal Capture - Journal Category added
This enhancement improves the categorisation and management of Adjustment Journals for easier maintenance.
A new menu option, “Journal Category”, is now available under Financial > Consolidations > Journal Capture.
Users can create and manage Journal Categories at the company level.
Journal Category Import Added
New import has been added for the Journal Category setup:
Journal Capture - Journal Status
This release introduces advanced automation features for journal management, streamlining recurring and reversing journal processing while enhancing control and auditability.
New columns have been added to Financial > Consolidations > Journal Capture > Journals screen: Status, Reporting Period, Journal Category and Recurrence.
Recurring Journals 
Journal Batches marked as ‘Recurring’ are now auto generated by the system based on the defined frequency and continue until the specified End Year and End Period.
Journals are created automatically with each new Reporting Period that exceeds the original journal’s period.
These system-generated entries are locked for editing, preserving data integrity.
Admin users can delete them if required. If the originating journal remains, deleted batches will be automatically restored during Journal Recalculation.
Reversing
and Reversal 
Journals
Journal Batches marked as ‘Reversing’ now trigger the automatic creation of reversal entries in the designated Reporting Period.
Reversal entries mirror the original journal in structure and reverse the transaction amounts.
For example, the ‘Reversing’ Journal Batch totalled 100 USD will automatically create ‘Reversal’ Journal Batch of -100 USD.
Reversal Journals are also locked for editing but can be deleted by an admin. They will be regenerated by the system if the original batch still exists upon Journal Recalculation.
The same is applicable for “Statistical Journal” tab.
Selecting Add New button - the admin user can select the following Recurrence (One time, Recurring, Reversing) and Frequency (Monthly, Quarterly, Manually) for the Journal Batch:
Note! New journal batches added on client will be automatically assigned to the Default category with "One Time" Recurrence and Frequency, Journal Batch’s ‘Actual Year’ as the ‘End Year’ and Journal Batch’s ‘Period as the ‘End Period’.
Standard and Statistical Journal Batch imports adjusted
“Standard Journal Batch” and “Statistical Journal Batch” imports have been adjusted to include the new columns:
New Import Codes:
Section | Import | Field | Code | Description |
Adjustments | Standard/Statistical Journal | Recurrence Code | 1 | One Time |
Adjustments | Standard/Statistical Journal | Recurrence Code | 2 | Recurring |
Adjustments | Standard/Statistical Journal | Recurrence Code | 3 | Reversing |
Adjustments | Standard/Statistical Journal | Frequency Code | 1 | One Time |
Adjustments | Standard/Statistical Journal | Frequency Code | M | Monthly |
Adjustments | Standard/Statistical Journal | Frequency Code | Q | Quarterly |
Adjustments | Standard/Statistical Journal | Frequency Code | A | Annually |
Financial Modelling Module
User Switch added - Edit Assumption Percentages
This update introduces a new user switch, allowing controlled editing of Assumption Percentages within the client interface.
A new user switch, AP - “Allow Users to Edit Assumption Percentages in Client”, has been added.
If this switch is selected, users will be able to apply changes to Assumption Percentages in the Client.
Client Module
Dashboard – export button added
This update introduces an export feature, allowing users to export dashboard widgets and charts in pdf format.
Key Updates:
A new Export button has been added to the Dashboard.
The export file will be generated as a separate web page. Selecting the Download button will save it in pdf format.
idu-Concept Compact (Mobile) Module
Mobile Dashboards – Compact Access
If access granted the end users can see the dashboard on their mobile devises:
Financial Budgeting and Reporting
Layout Profile Parent Groups
The admin user can now define Layout Profile Parent Groups for Financial Budgeting and Financial Reporting module layout profiles.
The sets of columns in client can now be expanded and collapsed as per groupings in admin:
Financial Budgeting
Activity - Clone Budget Values as Actuals
When cloning a Budget Fiscal Set to create a Forecast Fiscal Set and selecting the below switched on admin:
Clone Activity Input Budget Values as Actuals (in Closed Periods)
The Activity actual values will be populated up to the year-to-date period:
Activity matrix
This enhancement introduces a matrix-based approach to managing assumptions.
Administrators can now define a matrix with assumptions, allowing to reduce the number of lines required for activity categories.
Selecting 
“View Assumption Matrix” button – the client users can view the assumptions setup on admin:
CAPEX Optional Field Parameter Dropdown and Optional Text Fields
Admin users can also activate Asset optional fields for free text capture. If setup on admin, up to five Optional Field Parameter dropdown boxes and/or free text capture fields can be added to the Capex screen on client.
Client export and import 
have been updated to include the optional fields.
The following reports 
have been added to Entry and Summary views for the Capex Optional Detail:
Entry view:
Summary Views:
Financial Modelling module
Top-Down Budget – Client Capture
The users can now capture a Percentage Increase as well as a variance amount increase on Top-Down Budgeting – all views.
Summary Account View - Assumptions
Account Attribute Assumption are now displayed per account in the on the Financial Modelling - Summary Account Screen:
Edit Assumption Percentages button
A new button
has been added to the Assumption Based Forecast, allowing users to view or update Assumption Percentages.
If the user switch is granted on admin to allow editing, client users will be able to update Assumption Percentages directly from this screen and run the recalc by selecting the “Financial Modelling Fiscal Set Recalculation” button.
Client Export - Selections Tab
An enhancement to the Export Page functionality has been added across client screens. With this update, the exported file now includes a dedicated “Dropdown Selections” tab, which conveniently lists all selections made from the header at the top of the screen.
This new feature has been extended to the Financial Modelling module
Asset Reporting module
Client Export - Selections Tab
An enhancement to the Export Page functionality has been added across client screens. With this update, the exported file now includes a dedicated “Dropdown Selections” tab, which conveniently lists all selections made from the header at the top of the screen.
Financial Consolidations module - Financial Journal capture
Client Export - Selections Tab
An enhancement to the Export Page functionality has been added across client screens. With this update, the exported file now includes a dedicated “Dropdown Selections” tab, which conveniently lists all selections made from the header at the top of the screen.
