BudgetLink v2017.10.1.210

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BudgetLink v2017.10.1.210 was released on 10/10/2017. This update primarily focused on budget import improvements as well as account hierarchy fixes.

Enhancements

Budget Entry

  • Budget Entry now allows copying totals into the annuals column.
  • Budget Entry now includes outline.
  • Show Active Accounts to include inactive accounts with values in Budget Entry
  • Added Financial Year to budget entry title.

Budget Import

  • Budget Import will recognise dates as months.
  • Updated budget import dialogue to handle workbooks with links without "hanging".
  • Updated budget import dialogue to activate workbooks better.
  • Prevented budget import flicking to utilities sheet after browsing for ranges
  • Budget Import dialogue now remembers last location between imports.
  • Budget Import dialogue now remembers last imported details to ease importing multiple sheets.
  • Budget Import now displays short range address instead of complex ones that are hard to reasd.
  • Budget Import now defaults the previous range in the browse for range textbox when clicking the ... buttons.
  • Budget import now hides the dialogue when browsing for ranges so as to make it easier to select cells.
  • Budget import now defaults last path correctly when browsing for workbook.
  • Budget import now prompts to review imported figures after import.
  • Budget import worksheet selection dialogue now include count of sheet when importing budget templates.
  • Budget import from template now ensure the workbook looks nice/painted while importing.
  • Budget Import supports XX monthly split (e.g. 6 monthly splits).
  • Budget Import now correctly ignores yearly total if it processed months.
  • Budget Import will now highlight the ranges and the values that will be imported.
  • Budget Import now allows single column selection or single row selection.
  • Combined both budget import from template and from worksheet into a single algorithm for ease of import.

Account Hierarchies

  • Enhanced Dynamic account hierarchies to allow mapping.
  • Fixed issue with mapping bouncing around when using the Map buttons. Scrolling will only take place when using Map By Number, Map by Name, Add and Map.
  • Added additional warning messages when mapping profit and loss accounts to balance sheet accounts and vice versa.
  • Renamed 'Not Required' to 'Exclude' on the Account Hierarchy mapping screen and added warning message to avoid confusion.
  • Reword message when using Add and Map and account already exists
  • Added warning message when deselecting data file from account hierarchy
  • Fixed headers without children from throwing the count of unmapped accounts out of whack
  • Fixed account hierarchy to work with company groups if all data files applicable for one applies to the other.

Account Sets

  • Account sets with no include rules to include everything by default.

Get Data

  • Fixed issue with skipping mechanism and removing unwanted data being incorrect.
  • Enhanced get data log to always show blank values relating to data files.

Upgrade

  • Fixed issue with upgrade not defaulting the current financial year correctly.
  • Fixed issue with upgrade to ensure XERO and MYOB Live accounts get upgraded with the same IDs.

Miscellaneous

  • Fixed issue with saving workbook prompting for customise dialogue at the very end.
  • Enhanced licensing prompts to include product name or edition name and version number.
  • Balance filter will now synchronise correctly when using RefreshWorkbook.
  • Updated Menu to default to close workbooks when navigating.

Related Topics