Release 02040 EN

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Release 40 (June 30, 2023)

Creation of customizable tables from external spreadsheets, connected to the Forecast

Now, the customizable tables are even closer to their analysis reality. We have made available the option of importing data from the Forecast and External Files, making the generation of comparative tables connected to the projections easier. Everything connected to the reference date of your document or presentation.

In addition, it is possible to import in mass their explanatory note boxes, maintaining the already existing formatting.

Automatic page break

Further in Reports, the page break that, before was manual, began to be automatic, allowing greater fluidity when creating your files.

Other updating

  • Fixed header in the consolidation, financial statements and comparative panel to help the users in the analyses of the large group numbers;
  • In the Financial Modeling, it starts to be possible for calculation memory administrators to block or unblock cell intervals;
  • Now it is possible to access the mobile application via biometry.

Release 39 (March 23, 2023)

  • Automatic updating of connection premises;
  • In Financial Modeling and Forecast, we now have blocking in processes when there is direct or indirect relationship reprocessing pending or running. This improvement ensures greater conformity and reliability in your numbers and results;
  • In Reports, the explanatory notes are now independent lines, so, we ensure greater fluidity for you to generate your file.
  • We have made the Consolidation and Management Adjustment filters available on the Statement of Change of Net Assets (SCNA) and Statement of Added Value (SAV) of the Reports;
  • In the Financial Statements, we shall display a feedback on the Financial Statements (FS’s) reprocessing;
  • For the purpose of offering time gain in the group’s parametrization, we shall indicate pendencies of exchange rates in the management structures;
  • In the Management of Entries, we shall have the bulk action of tags to help the user to make changes that shall involve all or a great part of the entries;
  • Now there is the login persistence option, avoiding that you be logged out from the platform.

Release 38 (December 16, 2022)

  • Detailed page of Ledger Entries;
  • Seeking to improve the governance of your numbers, now, the Ledger entries will be displayed on a proper page, where it shall be possible to edit their characteristics, create manual entries with consistent counterparts and even disregard entries from the total sum;
  • Implemented a powerful filter, which allows filtering by tags, cost centers, accounting accounts, as well as date and type of entry. In addition, the balance sheets screens also gained this novelty;
  • Entering customizable tables in the Reports has become more practical. We have implemented the possibility of inserting more than one tab from the same customizable table, allowing formulas among them, which makes the consistency check easier;
  • The customizable tables shall have access at administrator, editor, viewer and no-access user levels;
  • Companies filter in the consolidation, making easier the analysis for groups that have many companies! In addition to the filter, it is also possible to apply views of companies. To simplify this process, we left the consolidation with the same logic of Financial Statements signs;
  • The copy logic button visible only for users who have access to all the companies, and we apply the same rule for the import of exchanges and import of consolidation;
  • The creation of Financial Modeling rationales for the Realized scenario became much more customizable and complete! Now, in addition to using the Calculation Memory in Forecast scenarios of the Financial Modeling, we have enabled its utilization also in the Realized scenario.

Release 36 (September 29, 2022)

  • In the Financial Modeling module, it is already possible to create your budget logic in a personalized manner for teams, sectors, areas or any kind of categorization via tag made by the user;
  • In the Financial Statements module, we have added the option for personalizing the period displayed in the Statement of Change of Net Assets (SCNA) and we have added the Nine-month Period view;
  • The exports of the FS’s are simpler and faster. Now, the filter applied on the main screen shall be respected in the export.