Release Notes: Version 5.9.1 - New Features & Enhancements
Administrator Module
SQL upgrade to 2016+
5.9.1 is now only compatible with SQL2016 or higher to be
in-line with Microsoft-supported versions.
Dashboard – re-sizeable dashboard widgets
Dashboard charts can now be re-sized down to a quarter of
the previous minimal tile size – allowing you to fit more visual information
onto a single dashboard than before.
AI Help license
A new AI Help interface allows users to type natural
language questions and receive immediate answers from IDU help documentation.
The below license will be supplied by IDU for setup, when
upgrading to the latest patch:
Financial Budgeting
Activity – Category - Assign Input - Expand/Collapse and Search Bar Added
We improved the Activity screens usability when assigning
inputs, global assumptions, global assumption groups and assumption matrix to
the Categories.
• The
expandable groups have been added – the users can now expand just the section
that needs to be assigned from.
Financial Budgeting and Reporting – Layout Profile
Layout Profile - YTD and Closing Balance Dimension columns
Previously, to create Year to Date or Closing Balance columns in IDU we needed to create formula columns to add the opening balance and monthly movements together:
NOW
Year to Date columns up to any given month or a current
period can now be created using the Dimensions – Data Set Range - Year to Date
option:
“Year to Date” Data Set Range is available for the following
Data Set column options on a Financial Reporting module:
“Year to Date” Data Set Range is available for the following Data Set column options on a Financial Budgeting module:
Clone Layout Profiles between Enterprise, Standard and Light modules
Layout Profiles now can be cloned between Enterprise,
Standard and Light modules
- to make the setup and administration of layout profiles
easier for clients running multi-module environments.
This applies to Financial Budgeting and Reporting Modules:
Export – Cost Centre Account Actuals Value - Year Multi Select
Several actual years can now be selected on’ Cost Centre Account Actuals Value’ admin export:
Financial Budgeting and Reporting – User Security
User Switch AC - Allow Comment Capture – for Enquiry Only users
If a user has Financial Budgeting - Enquiry Only license:
Such user can now capture comments in client Classic view and Budget type screens, if the new User Switch “AC – Allow Comment Capture” is assigned against the user:
The switch AC will only be displayed if the “Enquiry Only” license is assigned against that user.
Same applies for Financial Reporting – Enquiry Only module:
User Switch ACF - Allow comment capture on closed Fiscal Sets
Previously only admin users were able to capture comments on
Closed Fiscal Sets.
User switch ACF has been added to the “General” section to allow comment capture for client users as well on Closed Fiscal Sets - on Financial Budgeting and Financial Reporting modules.
User Switches AE, AG and AP - Automatically Assign Cost Centre Access
This new feature allows Summary and Posting Cost Centre
Access to be automatically granted to selected users when the new Cost Centres
are added to the system:
- via import
- manually
- or via integration.
This can be done by assigning the new user security switches
under “General” switches section:
- AG - ‘Auto Grant All Summary Cost Centre Access’
And
- AP - ‘Auto Grant All Posting Cost Centre Capture Access’
Or
- AE - ‘Auto Grant All Posting Cost Centre Enquiry Access’ (switches AP and AE cannot be granted simultaneously as the user can have either Capture or Enquiry access to the same cost centre).
Under Financial Budgeting module:
Under Financial Reporting module:
Once the above switches have been granted for a user, the
admin user will no longer need to manually assign the new cost centre access to
the user as the system will do this automatically.
User Switch AU - Apply user-based Cost Centre and Account
Structure access in Admin
If there are multiple Cost Centre Structures and Account
Structures in the system -
new user switch “AU” has been added under “General” switches
for user-based Cost Centre and Account Structure access in Admin for Financial
Budgeting and Financial Reporting modules.
Selecting certain Cost Centre Structures under Security > User > Structures > Cost Centre Structures:
And going to Financial > Cost Centre > Structures listing screen, only the assigned Cost Centre structures will be displayed:
Same is applicable for the Account Structure access.
Selecting certain Account Structures under Security >
User > Structures > Account Structures:
Then going to Financial > Account > Structures listing screen – only the assigned Account structures will be displayed:
Financial Modelling Module
Layout Profiles – Default Attribute Column Settings
Default column settings have been added to Financial
Modelling Module.
Now it is possible to choose to Show amounts as thousands,
Show Revenue As Positives, Reverse Signage, Column Alignment and to adjust
Column Width:
The result will apply to both Top-Down budgeting and to Financial Modelling Assumption fiscal sets.
S&O Planning and Reporting Module
Sales Planning and Reporting Modules Renamed to S&O Planning and Reporting
Sales Planning has been renamed to S&O Planning and
Sales Reporting to S&O Reporting – which stands for Sales and Operations:
Module labels can also be renamed under Profiles > Labels > Module Labels screen to fit any description that your organization chooses:
Client Module
AI Help
A new AI Help interface allows users to type natural
language questions and receive immediate answers from IDU help documentation.
This feature enhances user support and system usability without requiring
external assistance.
Available To: All
IDU-Concept clients hosted on the IDU Azure Cloud and on Premise (minor
consulting setup required).
Examples of supported questions:
- How to capture a Capex budget
- How to finalize a budget
- How to change the dashboard widget period
Access Path: Bottom of the IDU-Concept screen → Click “AI
Help”
Financial Budgeting and Reporting – User Security
User Switch ACF - Allow comment capture on closed Fiscal Sets
Previously only admin users were able to capture comments on
Closed Fiscal Sets.
User switch ACF has been added to allow comment capture for
client users as well on Closed Fiscal Sets - on Financial Budgeting and
Reporting modules.
Classic View:
Budget type capture view:
Financial Reporting module:
User Switch AC - Allow Comment Capture – for Enquiry Only users
If a user has Financial Budgeting - Enquiry Only license and
a switch “AC - Allow Comment Capture” is granted to the user, such user will be
able to capture comments on Classic view and Budget type screens.
Classic View:
Budget type screens (Standard, Fixed, Percentage Reallocation, Dynamic Reallocation budget types):
If a user has Financial Reporting - Enquiry Only license and a switch “AC - Allow Comment Capture” is granted to the user, such user will be able to capture comments on Classic view and account drilldown:
Financial Reporting
Salary Journal Detail screen - Total field and Search button added
Total field and Search button has been added to Salary
Journal Detail screen:
The above screen is available when selecting Salary Journal Detail hyperlink – if the access is granted to a user:
Financial Modelling Module
Default Attribute Column Settings
Now it is possible for admin users to choose to Show amounts
as thousands, Show Revenue as Positives, Reverse Signage, Column Alignment and
to adjust the Column Width:
Parent Levels Highlighting
When child levels are manually captured, the parent levels
will now also highlight in orange:
S&O Planning and Reporting Module
Sales Planning and Reporting Modules Renamed to S&O Planning and Reporting
Sales Planning has been renamed to S&O Planning and
Sales Reporting to S&O Reporting – which stands for Sales and Operations:
