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Change Log 2025-07-10

Dynamic columns added to Actual & Budget (Multi-Period) and 2 additional reports.

Shem Bogusz avatar
Written by Shem Bogusz
Updated over 2 weeks ago

New: Actual & Budget with Dynamic Periods

You can now configure any number of Monthly, Quarterly, or Annual periods in the Actual & Budget (Multi-Period) report. Enjoy full flexibility to tailor reporting periods to your needs.

New: Trial Balance Comparison with Dynamic Columns

The Trial Balance Comparison (Multi-Column) now automatically adjusts to display only the necessary columns, and we've removed the previous 50-column cap — making it easier to compare results across as many organisations as you need.

New: Business Unit Summary - Account Driven Column

When using a custom Account Tree on the Business Unit Net Profit Summary, this report will now generate columns dynamically based on your first-level Account Tree headers. Display Business Units as rows with tailored columns for a clearer, more structured view.

Fix: Workspace User Permission

Users with report-only permission were previously able to edit KPI Account Groups and Business Unit Trees. To address this, we’ve introduced two new workspace user permissions to provide more granular access control. These are disabled by default — see the Set User Permissions article for details on updating user access.

Fix: Excel Export - Unmerged Cells

Previously, some dynamic column reports exported to Excel included unnecessary merged cells, caused by misaligned footer labels. We’ve improved the way footers are generated so that labels now align accurately with report columns — eliminating merged cells and ensuring cleaner Excel outputs.

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