December 2018
Improvement – Lock administrative modules (Custom Worksheets and Allocations) when a budget is locked.
Improvement – Added reporting for the 4 user defined fields in the Budget Account details report, these fields can not be added to the Monthly Summary Accounts report at this time.
Improvement – Added the 4 user defined fields to the Import Budget Assumptions utility.
Improvement – Enable Exclude Zero value accounts on Custom Variances report
Improvement – update default password for dynbudsm userID.
Improvement in Lookup popup screens – add a column to designate certain lookup rows as Locked with select checkboxes. Set autoforecast style lookups to default to Locked.
Bug fix - comment history in custom reports
Bug Fix – expand field length of Lookup_CompanyDB form 5 characters to 15 characters to support customers using SQL linked servers.
Improvement – added a month over month calculation function in custom worksheets data lookups
Improvement – Enable loading of initial web page instead of Dynamic Budgets splash screen.
Improvement – Add Quick start tools for Manage OrgUnits and Manage Objects to auto set (Account type (BS,PL, Unit), Combine code & Description for a reporting tag.
Bug Fix – Create Budget Accounts was not setting the Adjustments attribute and hampering importing of Payroll accounts in forecasts.
Improvement – Employee Roster – expand first, middle, last names to 30 characters each, Division, department, Job Title, Supervisor to 75 characters each.
Remove the unused Account Rollup field from the Master Chart of Accounts
November 2018
Custom Worksheets
· Speed optimizations
· Bug fix in search screen to show only relevant OrgUnits per worksheet template
· Bug Fix to prevent duplicate entries in Multi-company recalc process
· Bug fix – row value caching when changing companies
Bug Fix – show red background in header while impersonating another user
Bug Fix – add OrgRollup and OrgUnit in variance comments tables to prevent apparent duplication of a variance comments in multiple OrgUnits.
Custom Variances Report - Improvement – Added ability to pre-filter search results by OrgUnit/OrgRollup
Budget Entry search – bug fix for Advanced search terms, selection of terms 1-5 were copying into tags 6-10 and yielding no search results.
October 2018 Releases:
· Creation of Dynamic Budgets lite – a subset of functionality to offer as a competitive response to Jet Budgets (essentially core budgeting and reporting without payroll, allocations, or other advanced functionality)
· Bug Fix in custom reports – allow special characters in Account Tags 1-10
· Changes to default installation settings / Menu label settings – Hiding outdated features
· Improvements for Custom Worksheets:
o Improve Duplicate Custom Worksheet Templates – include transaction data, not just templates
o Created a multi-company re-calc all OrgUnits utility
o Bug Fixes in re-calc All OrgUnits function
o Speed Optimizations for re-calc All OrgUnits function
o Add warning popup for invalid accounts
o Add ability to assign a template to specific OrgUnits