Release Notes

2023.2.0

June 2023

Release notes describe the enhancements and bug fixes contained in new releases and maintenance releases for Prophix Cloud deployment only.

 Tip: To find the release note that contains a specific issue, search on the Prophix Support Desk ticket number.

What's new

UI /UX Improvements, new colour palette, and style changes

We made changes and improvements to the UI to provide better user experience. In addition to changing our primary colour palette and making other UI adjustments, you will find some additional style changes across the application.

To give a cleaner and refreshing look, we did the following:

Removed the yellow and blue backgrounds
Changed the styling for font, buttons, and tabs
Improved the look of the tables and grids

Link with Data Integration

In this release we have added Data Integration—a connector which enables cloud customers to import data from their Enterprise Resource Planning (ERP) applications (in the cloud or on-premises) into Financial Consolidation. For more information on connecting your ERP with Data Integration, see the article on Data Integration Setup.
Users who have been assigned the Consolidator or Administrator role can launch Data Integration with the icon at the top right corner of the application. To a large extent, depending on the installed language packs, Data Integration will launch in the same language as Financial Consolidation.

With this new feature, users can run Data Integration jobs on the Job Schedules page.

New web service to retrieve mapping table through OData

On the System Configuration page, a new service was added in the OData tab, allowing access to the mapping table through OData for external applications.

The web service URL requires following parameters: Customer Code, Mapping Table ID. With these parameters, the application can retrieve the requested mapping table and send back the details in OData /JSON.

Enhancements

Ability to import calculated accounts

Users can now upload calculated accounts into the application using a new tab, Account Structures, on the Import Structure page. Using a predefined format, users can now upload an Excel file containing account summations.

Spaces and special characters in codes replaced with underscore

In this release, a change was made to the system regarding the codes used as unique identifiers. On all pages where codes can be created and viewed, spaces and special characters in the codes are now replaced with underscores.

Resolved issues

The following are the issues we resolved in this release:

Released	Ticket Number	Area	Description
June	151279	Adjustments > View	On the Manual Input page, clicking the (Delete) icon only removed the Account code and not the entire row.
June	151543	Adjustments	After an entry was modified on the Manage Input page, the button was not enabled to save the modified data.
June	151721	Data Entry	On the Bundle Data Entry - Standard page, the button remained highlighted after data was saved — button did not reset to its default state.
June	152350, 151730	Data Entry	Making changes on this page sometimes prevented other users who were working with a different company (and consolidation periods) from saving data.
June	153318	Jobs > Schedules	On the Jobs > Schedule page, the Period field was not enabled for the Web service job.
June		Configuration	After restoring a backup, user encountered an error when trying to access the Configuration screen.
June		Reports > Pivot Reports	Fields could not be moved to create the layout for a new report on the Run Report page
June		Adjustments > Manual Input	The Select a Company pop-up window displayed all companies instead of consolidated companies only.
June		Consolidation	Some Participation elimination journals (T090) were empty.

Known issues

Area	Description	Workaround
Configuration	On the Create Custom Events page, when adding a journal to an event and saving the event, an error occurs.	An upcoming release will address the issue
Configuration	When accessing the Create Custom Events page and attempting to view or modify a rule, it has been observed that certain fields are randomly empty, without following a consistent pattern.	An upcoming release will address the issue.
Group	When a new pivot currency is set on the Exchange Rates page, it is not saved and the resulting table remains the same.	An upcoming release will address the issue.
Data Entry	Occasionally, the Update button on the Local Amounts page is not enabled after a user modifies a field.	An upcoming release will address the issue.
Data Entry	On the Analytical Dimensions page, the table does not have a fixed Header, First Column, Totals Column and Totals Row requiring the user to scroll up and down to find the correct field label.	An upcoming release will address the issue
Transfers	On the Account tab of the Structures > Import page, trying to import an account structure file with more than one sheet results in an error.	An upcoming release will address the issue.
Configuration	The Advanced Formula page is not working after data entry on 'synchronise current year profits’.	Set the group of functions to run each time before the consolidation task is executed. Next, go to Jobs > Schedules and create a job, type “Conso”, that will execute a consolidation task, and then, schedule the job to run at a fixed interval (1, 2, or 3 hours). When the consolidation job runs at the interval specified, the advanced formula computation is executed each time before the consolidation task.