Release Notes

2025.2.0

May 2025

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

Product alert — S3 bucket migration

User Interface enhancements

As part of ongoing efforts to create a consistent look and feel across applications, this release introduces updates to several user interface (UI) elements. While the (UI) is evolving for consistency, the user experience (UX) remains unchanged.

Updates in this release include:

  • Improved drop-down accessibility

  • Updated tabs

  • Refined notifications

  • Enhanced table design

Unified Email page

To simplify navigation and improve efficiency when composing and managing email communications the Send Email and Email Template pages have been merged into a single, unified page. The combined page is now accessible at Configuration > System Structures > Send Email Center. While the primary focus remains on sending emails, users can now create and edit templates from the same location.

General enhancements and maintenance

This release includes following enhancements and usability improvements designed to increase reliability and streamline user workflows across key application areas.

Consolidation Process

  • Linked Subgroup Level

    Historical exchange rates for carried-forward journals are now preserved. The main group will no longer overwrite subgroup entries with new rates when currencies differ.

  • Consolidation Eliminations in the Consolidation menu

    • Added a read-only Active checkbox column.

    • Changed Type field to read-only text box.

    • Renamed Journal to Journal Description

    • Adjusted Sort Order field width for consistency.

    • Updated button order to Cancel / Duplicate / Save.

Data Display

  • Tooltips in the Data Entry > Manual Data Entry menus

    Added tooltips to clarify closing amounts (including local adjustments) on the following data entry pages:

    • Participations

    • Partners

    • Intercompanies

    • Flows

Reporting UX changes

  • Define Reports in the Configuration > System Structures > Validation Rules menu

    • The Available and Selected tables, along with navigation arrows, now display only when a report is selected.

  • Define Multi-Period Pivot Reports in the Reports > Pivot Reports > Define Pivot Reports menu

    • The Cube Definition option is now disabled when Type = Multi-Period, preventing invalid configurations.

Create Custom Events

  • Removed unused Sort Order input (now hidden).

  • Replaced Type drop-down with a read-only text box.

  • Updated button order to Cancel / Duplicate / Save.

Imports and Data Maintenance

  • Import Mapping Tables in the Transfers > Structures > Import Menu

    • Added a validation message when a code is not found during import to help users identify and resolve mapping errors quickly.

  • Prophix Staging file type in the Transfers > Data > Define File Structure > Import Menu

    • Removed the Use Current checkbox and related UI.

    • Periods must now be defined in a dedicated column.

  • Data Maintenance in the Administration Menu

    • Added start and completion notifications for the Delete Company process.

User and Role Management

  • Copy Access Rights in the Administration > Security > User/Customer Menu using Bulk Actions tab

    • Notifications now indicate both the start and completion of access rights copy processes

  • Profile Photos in My Profile

    • Users can now upload profile photos directly from the My Profile page in the Portal.

Online Bundles in the Configuration > System Structures > Bundles menu

  • Added a new Form Type column with filtering capabilities.

  • Moved Add and Remove buttons to the top and replaced them with icons ( , ) for a more intuitive layout.

Other Updates

  • Participation Account in the Chart of Accounts menu. Line numbers are now sorted numerically instead of alphanumerically.

  • Local Adjustments. Removed the obsolete Available to End Users column.

Enhancements driven by user feedback

As part of our commitment to improving the user experience, this release includes numerous updates based directly on customer feedback. These enhancements streamline workflows, reduce errors, and offer more flexibility across key areas.

Adjustment and Import Enhancements

  • Auto-generate Balancing Rows

    When importing adjustments that impact P&L, users can now opt to automatically add two balancing rows. This helps to ensure consistency with manual entries.

Copy Data and Exchange Rates in Configuration > System Structures > Copy Operations > Copy Data tab

  • Copy Exchange Rates Between Periods

    Exchange rates can now be copied from one period to another without scripts.

  • Copy Bundle Data Across Companies

    Users can now copy bundle data across periods for multiple companies simultaneously and select which data to exclude during the process.

For more information, see the Copy data section of the Copy Operations article

Export to Reporting Solutions Enhancements

  • Cashflow Export to Reporting Solutions

    Cashflow reports created in Financial Consolidation can now be exported for use in Prophix One FP&A.

  • Export Consolidated Data by POV to Reporting Solutions

    Users can define the Point of View (POV) to export more targeted consolidated data.

  • Export All Dimension Groups at Once

    A new All option allows users to export all dimension groups in a single job, eliminating the need for separate jobs per group.

Account change during journal carry-forward in the Group >Periods > Define Periods menu

When creating a new period and carrying forward journals from a previous period, the specific account MinorInterests now replaces the specific account MinorBSProfitLoss..

Changes in the Automation > Jobs > Job Schedules menu

  • Hide Locked Periods in Consolidation Job Setup

    Locked periods are no longer shown when scheduling Consolidation jobs (Job Type: Conso), helping to prevent scheduling errors.

  • Job Schedule – Show Most Recent First

    The Job Schedule now defaults to displaying the most recently scheduled jobs at the top.

Report Improvements

  • Local Bundles Report – Split by Company

    A new Split by company option gives users control over how Local Bundles reports are organized. When enabled, the report is split by company, making it ideal for large groups with multiple companies. When disabled, all company data is combined into a single report.

  • Statusboard Report – User and Timestamp Visibility

    The Statusboard report now includes the user name and timestamp for confirmation, approval, and audit statuses to improve accountability.

  • Summation Account Report – Tree View Added

    A new Tree View enables users to drill down through nested summation accounts for easier review of complex structures.

Exports for External Applications

  • New Period (ConsoCode) Column on views with only ConsoID

    Previously, some views displayed only the ConsoID without the corresponding Period (ConsoCode), requiring users to identify the Period based on the ConsoID

    In Automation > Jobs > Schedules, for the Job Type=Export for External Applications, a Period column has been added to simplify data exports for the following Data type selections:

    • Chart of Accounts

    • Companies

    • Group Structure

    • Local Bundle

  • Use Wildcards in Period Filter

    Users can now apply wildcards when filtering periods, enabling faster exports across multiple periods.

Custom Events in Configuration > System Structures > Create Custom Events menu

  • Same as Source Option

    To simplify event setup, a new Same as source option has been added to the To field on the Details page. This lets users quickly copy the account, flow, partner, or dimensions from the From field, thereby, eliminating the need to enter the same information twice.

    Supports reversing all accounts under a summation account.

    In the Partner Type field, the previous Self option for partners has been renamed Same as source for clarity and consistency.

Resolved issues

The following are the issues we resolved in this release:

Released Ticket Number Area Description
May 159231 About The number of assigned licenses in the About section was incorrect.
  160462 Reports > Analysis Reports > Audit Trail Label Filters and Value Filters in the Pivot Report were greyed out in the Audit Trail.
  180941 Transfers > Hub > Authorization The Enable Automatic Authorization setting in Administration > System Administration > System Configuration > Hub did not work as expected.
  184729 Reports > Pivot Reports > Define Pivot Reports POV filters in the Pivot Report did not function correctly.
  185051 Administration > Content Panels An “Error 404 Server Not Responding” message appeared after uploading an image in the content panel.
  185534 Data Entry > Bundle Transfers > Download Bundles Bundle downloads were canceled due to application restarts under Data Entry > Bundle Transfers > Download Bundles.
  186000 Transfers > Adjustments > Import Adjustments

  • In Import Adjustment, users were unable to stop pending or running jobs.

  • Uploading local adjustments produced an error message stating “Flows Are Mandatory.”
  186594 Excel Add-in In the Excel Add-in, Refresh Sheet returned the expected value, whereas Refresh All or Refresh Workbook returned a value of zero.
  187304 Data Entry > Manual Data Entry > Local Amounts The button under Data Entry > Manual Data Entry > Local Amounts > Bundle Data Entry - Standard did not work as expected.
  187339, 189347 Reports > Consolidation Reports > Consolidation Reports - Entity Shareholder names were missing in reports.
  188166 Data Entry > Validation Reports > Bundle Validation The Data Entry > Validation Reports > Bundle Validation report displayed incorrect validation results.
  188280 Transfers > OLAP > Cube Definition OLAP Export provided data for only one period from the range specified in the OLAP cube definition.
  188691 Data Entry > Manual Data Entry > Local Adjustments During the import of local adjustments, the system auto-populated the journal number from the next available number from GROUP Adjustment instead of LOCAL Adjustment.
  189109 Automation > Process Management > Batch Report Batch reports generated a warning message: "The given key was not present in the dictionary."
  189342 Reports > Standard Reports > Bundle Last Modified A warning message was displayed when running Reports > Standard Reports > Bundle Last Modified.
  190402 Group Adjustments There was an issue with the monthly FX translation of adjustments.
  190605, 190801 General PDF files were unable to display in the browser.
  190657 Content Panels > Dashboard The dashboard in AWS showed an incorrect number of validation errors.
  190709 Excel Add-in An error occurred when trying to log into the Excel add-in.
  191053 Excel Add-in Users could see all manual adjustment types instead of only the assigned manual journals.
  191150 Group > Companies Newly created companies were not visible to other consolidators.
  191184 Transfers > Hub > Authorization In HUB Authorization, the Target Companies were incorrect.
  191751 Reports > Analysis Reports > Reports The report from Reports > Analysis reports > Reports did not show comparative amounts for the reference period.
  191756 Reports > Standard Reports > Consolidation Flows The Flow amounts header, subtotal, and grand total lines did not appear in the Excel version of the Consolidation Flows report.
  191768 Configuration > System Structures > Bundles > Online Bundles Setup Extra blank rows and columns appeared when viewing the Online Bundle Setup report.
  192640, 176722 Data Entry > Manual Data Entry > Local Amounts No dimension differences were shown when an account was linked to more than one dimension group.
  192909 Reports > Standard Reports > Local Bundles The Local Adjustment Excel report was missing journal numbers and journal details.
  193016 Adjustments > Adjustments Exchange rates issue and invalid rows in conso adjustment after creating a new period.