Report bundles have arrived allowing you to print or export all your monthly reports together in one bundle. Most reports now also support multiple organisation consolidation and a heap of small usability improvements.
Planned Release Date: Tuesday, 28 October 2014.
New: Bundle all your Monthly Reports Together
Yes, they have finally arrived and we are very excited to release this powerful reporting feature. Report Bundles let you batch your monthly reports together and print or export them all at once. Check out our handy Getting Started with Bundles guide or the support note for full details.
New: Additional Report templates Support Multi-Org
In this release we have added multiple organisation consolidations support for almost all of the existing report templates. Only a few remain to provide multi-org support and these should be added in our next update. For help with multi-org consolidations please refer to the knowledge base article on consolidating multiple organisations.
Improved: Exclude Inactive Accounts in Budget Export
By default inactive accounts are now excluded when exporting budgets. You can optionally choose to include them if required. Refer to the knowledge base article Exporting and Importing Budgets for more details.
Improved: Accounts Analysis Reports Optionally Includes Inactive
Often this report is used as a troubleshooting tool to find variances or unexpected values. Excluding inactive accounts limited its power so we have added an option to ‘Show inactive accounts’.
Improved: Bulk Update of Tax Codes
Previously tax codes could only be edited one at a time. Now you can select a range by holding down the Shift key or select multiple by holding down the Ctrl key and update the entire selection. QuickBooks and Reckon Accounts users are required to setup tax codes manually so this is a handy improvement. MYOB and Xero users however should be aware that the default tax codes are linked to your accounting system setup .
Improved: Improved Account Matching when Importing Budgets
Previously if you had accidently put a space before or after the name, either in your accounting system or in the import template the names would not match and display an account match error. Now when importing or exporting budgets we ignore any trailing or leading spaces in the account name and thus the accounts will still match for importing.
Improved: Default Cashflow Type for Denominated Accounts
Previously if you denominated an account from the default accounts screen it would retain the same default cashflow type. This could cause problems for Express users who were trying to remove this cashflow type by denominating the account. Now when you denominate an account it will go to a basic cashflow type of Creditor Days, Debtor Days or Profile 100% current. You can however click the Restore Default Cashflow to reapply the default Cashflow. Please refer to the knowledge base article Preparing a Cashflow Forecast for more detail on default accounts and cashflow settings.
Improved: Default Names for Calxa Backups
Depending on the type of database you use and your user permission there were inconsistencies in the default backup name. For consistency all user now have the same default name when performing backups. Refer to the following knowledge base articles for assistance with performing backups. Backup and Restore: Local Database and Backup and Restore Network Database.
Fix: Budget Summary Full Year Forecast Values
When running the Budget Summary->Summary Operating Statement report using the Quarterly Report Type, the Full year forecast value was incorrectly calculated. This has been resolved.
Fix: Quick Start Wizard not showing GST Paid and Collected Accounts
When running the Quick Start wizard the GST Paid and GST Collected drop down menus where not being correctly populated. This has been resolved.
Fix: CSV Budget Import Fails with SystemIO Error
Some users were unable to perform a budget import using the CSV file format. This has been resolved.
Fix: Unable to Update Some Organisations with Deleted Accounts
Under certain circumstance where accounts were deleted in the source accounting system and they had scheduled cashflow types in Calxa it could cause an organisation update failure. This has been resolved.