June 2020

New features

Partial tax

We have enhanced our partial tax solution to provide advanced options for contextual assignment of partial tax recoverable %'s and the associated posting of partial tax journals.

Exchange Rate API

You no longer need to remember to enter exchange rates. Simply identify the exchange rate pairs and provider and our exchange rate API service will automatically populate the rates for you.

Project documents

Project is now supported on the header of documents. Three configurable options on the document type are available to define how Projects are recorded on the document:

  • Mandatory on the header, defaulting and fixing the legal entity from the project record. Project applied to all document lines and read-only
  • Mandatory on the header, defaulting and fixing the legal entity and customer/supplier from the project record. Project applied to all document lines and read-only
  • Recorded and set on the document line only

Currency handling enhancements

Multi-currency transactions have been made been made easier to enter with greater clarity on the exchange rates being applied.

  • Enhanced currency handling in documents

  • Enhanced currency handling on payments / receipts

Financial statements by calendar year

Financial statements have been enhanced to allow selections to be made by calendar year rather than fiscal year. This supports consolidated statements for customers with multiple Legal Entities with differing fiscal years.

Budget enhancements

The "Base upon actual" feature has been extended to included comparative prior periods when creating initial budget forecasts.

Data migration - projects

There is now a dedicated solution for the import of projects.

Data migration - validation relaxation

Relaxed validation is now available to support implementation data uploads with missing posting attributes.