Release notes

2025.3.1

August 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

Prophix One Intelligence Knowledge Assistant

Prophix One Intelligence now adds Knowledge Assistant for Financial Consolidation.

To access Prophix One Intelligence and Knowledge Assistant, click this icon at the top-right corner:

 Note:   Knowledge Assistant does not share any information from your other Prophix One applications.

Knowledge Assistant helps you navigate Financial Consolidation by answering “how-to” questions.

Examples of the kind of questions Knowledge Assistant can answer in Financial Consolidation:

  • How do I change a user from consolidator to an administrator?

  • How do I create a period?

  • Can I reopen a closed consolidation period?

  • What are the steps to validate my data before running consolidation?

UI/ UX enhancements

This release includes several enhancements aimed at improving usability, streamlining navigation, and aligning the interface with other Prophix One applications. From redesigned menus to customizable table views, these updates offer a more intuitive and consistent user experience across key areas of Financial Consolidation.

Simplified Consolidations menu

The Consolidation menu has been streamlined from eight pages and three sub-menus into a single, simplified entry with five core modules:

  • Statusboard

  • Generate Events

  • Intercompany Matching

  • Validation Reports

  • Advanced Formulas

  • Statusboard: Users can run the full consolidation process or choose individual steps — Bundle, Adjustments, or Eliminations — from a drop-down.

  • Generate Events: Users can review and generate events for selected companies. This workflow remains similar to previous versions.

  • Intercompany Matching: New UI allows users to initiate matching sessions. If data is missing, users are guided to the Statusboard. A report can be generated using filters on the right panel.

  • Validation Reports: Enhanced with searchable drop-downs for selecting reports and journal views, improving ease of use.

  • Advanced Formulas: Users can select and run manual formulas using a new searchable drop-down interface.

This redesign improves usability, centralizes functionality, and enhances navigation for consolidation tasks.

Simplified Adjustments menu

The Adjustments menu has been simplified from three separate pages into a single entry with two modules:

  • Adjustments

  • Manage Adjustments

  • Adjustments : Users can view journal details, delete entries, create new journals using the button, and reference data from previous periods.

  • Manage Adjustments: The user experience has been improved with a cleaner layout:

    • Current period : Now displayed in a clearer, two-section format:

      • Section 1: Allows users to Delete, Aggregate, or Convert to group currency, all of which share the same requirements.

      • Section 2: Dedicated to the Move action, which follows different criteria. Users can apply or copy suggested values (journal type and/ or entry) directly into the table. After clicking Move, the selected journals are updated based on the configured options.

    • Reference period: Includes a Copy button that allows to copy journals from the reference period to the current period. Users can select the journal type, journal category, and specific journal entries as part of this process.

Column resizing

To align with other Prophix One applications, this release introduces column resizing, allowing users to adjust the width of any column in any table for a more customized and focused view.

Availability:

  • Consolidation menu

  • Adjustments menu

Redesign of the About and License Management pages

The About and License Management pages have been redesigned to align with the UX/UI of other Prophix One applications.

  • About Page: The About option is now located in the Help menu in the application header. It provides key information about your version of the Financial Consolidation application, including the Terms of Use and Privacy Policy. For more information, refer to the About Financial Consolidation article.

  • License Management: Now located under the Administration menu and accessible to Administrators. This page allows users to upload licenses and view related information. For details, see the License management article.

Updated Email template

The Email template now features a modern look and reflects the new color scheme of the Financial Consolidation application.

Updates driven by customer feedback

New Job: System log

A new job called System Log was added based on customer feedback and IT audit needs. It automatically emails system logs to designated users and can be set up in Automation > Jobs > Schedules. For more information, refer to System Logs in the Job Schedules article.

Split by Company option for FTP imports

The Split by Company option is now available for scheduled CSV (FTP) and XLS (FTP) imports, as previously available in staging. When enabled, the system creates a separate package per company in the file, appending the company code to the Package ID.

  • Available only for scheduled jobs (not manual imports)

  • Configured under:

    • Transfers > Data > Define File Structure > Import

    • Automation > Jobs > Schedules

  • To automatically approve these imports (optional) enable automatic authorization (via HUB)

Email notification for all job types

An email notification option is now available for all job types.

Previously, this feature was limited to Backup jobs only. Users can now configure email notifications for any job type, allowing a specific user to receive a message when a job succeeds or fails.

Export to Reporting Solutions – Descriptions and names in Dimension Structure tables

To help users identify which dimension they are exporting, additional name and description columns have been added to the Dimension Structures export.

When exporting to Reporting Solutions with Data Type Selection = Dimension Structures, the following columns are now included:

In the [CustomerCode]_DimTree table:

  • DimensionGroupName

  • DimensionCodeName

  • DimensionDetailDescription

  • ParentDimensionDetailDescription

In the [CustomerCode]_DimGroup table:

  • DimensionGroupName

  • Dimension1Name

  • Dimension2Name

  • Dimension3Name

Searchable drop-downs for Mapping selection

A searchable drop-down component has been introduced to improve option selection. Users can now search directly within drop-downs to find the correct value more efficiently.

In this release, the feature has been applied to Transfers > Data > Import Data, specifically in the Mapping selection. This new component will be gradually implemented across other areas of the application.

Carry forward journals across currencies between Main and Subgroup

A new setting, Move all carried forward journal from main to subgroup, has been added under Administration > System Administration > System Configuration > Advanced tab.

When enabled, this option allows the consolidation process to move all carried-forward journals from the main group to the subgroup, even when the main and subgroup use different currencies.

By default, this option is disabled, preserving the behavior introduced in the 2025.2 release, which blocked the transfer of carried-forward journals across different currencies. This new setting gives users the flexibility to revert that change if needed.

General improvements

Company removal with invalid licenses

Administrators and Consolidators can now remove companies even when the license is invalid or exceeded. This release resolves a previous limitation that blocked cleanup actions in such cases.

User ID and email sync with Portal

When a user’s ID or email is updated in the Portal, the changes are now automatically reflected in Financial Consolidation, ensuring consistent and accurate user information across systems.

System jobs automatically added for new customers

When a customer is created via Administration > Security > Customers/Users, the following system jobs are now added by default:

  • SysNotifications

  • SysCleanup

  • SysIndexRebuild

Resolved issues

The following are the issues we resolved in this release:

Released Ticket Number Area Description
August 164594 Automation > Jobs > Schedules Backup jobs failed across all periods.
  174755 Group > Group structures Minority % displayed as zero after changing the consolidation method to Equity.
  190405 Reports Results for the current financial year calculated for Flow 110 were incorrect in the Translation Adjustments Analysis report.
  191916 Users Login ID and System Log information did not match the format in the Prophix Portal.
  192425 Reports > Analysis reports > Reports The Contribution (Adjusted with Dim) report showed unnamed information inconsistently across sheets.
  193251, 193378 Users Users deleted in the Portal still appeared in Financial Consolidation.
  193523 Transfers > Data > Define mapping tables After migration from Azure to AWS, users were unable to update or add mapping tables.
  194268 Content Panel (Dashboard) The Modified By field was missing in certain views.
  194728 Consolidation > Consolidation > Status board The Consolidation process returned an error when a dimension group was enabled.
  195328 Automation > Job > Schedule The Next Page button and filters on the Schedules page were unresponsive.
  195346 Automation > Process management > Process definition The Process Definition > Parameter Values tab did not display saved values.
  196562 Configuration > System structures > Advanced formulas Incorrect "type" was shown in the Advanced Formula page.
  196836 Transfers > Data > Import Data The application failed to recognize Flow Mapping tables used during import.
  197049, 197051 Multiple pages Certain UI pages were not fully optimized for usability.
  197808 Export to reporting solutions Export to Reporting Solution job encountered errors when recreating tables.
  197905 Consolidation > Consolidation > Status board Consolidation failed when the subgroup period currency differed from the main period currency.
  198285 Transfers > HUB > HUB Authorization In HUB Authorization, the wrong target company was selected when using mapping.
  198633 Transfers > Exchange rates > Import exchange rates An error occurred when importing exchange rates from the Monetary Authority of Singapore website.
  192231 Reports > Standard reports > Bundle last modified Timestamps in the Bundle Last Modified report and System Log did not align.
  192517, 198181 Data entry > Manual data entry > Flows Historical rates entered in the Participation Flow page appeared differently in the Flows page.
  192912 Reports > Standard reports > Ledger by calculated account Reports generated from Reports > Standard Reports > Ledger by Calculated Account lacked column headers.
  192971 Automation > Process management > Batch reports Adding a Local Bundle in Batch Reports failed to save
  193308 Transfers > Data > Define file structure > Import Using Import/ Export rules resulted in an error during data transfer.
  195470 Group > Periods > Define periods Newly created periods would disappear unexpectedly
  195603 Data entry > Validation report > Intercompany validation The Intercompany Report displayed amounts in group currency instead of local currency for local users, unlike the On-Prem version.
  195810 Automation > Jobs > Schedules Locked periods became unlocked after running a Backup job, despite being locked using a Close Period job.
  195894 Reports > Pivot reports > Define Pivot reports Duplicated Pivot Reports could not be saved; the button was disabled.
  196281 Dimensions Adjustment dimension details did not appear as expected.
  196643 Data entry > Manual data entry > Local amounts > Bundle data entry – Standard Decimals were missing in total pages
  197342 Adjustments Incorrect historical rate was shown in the Adjustments module.
  197803 Advanced Formula Unable to copy advanced formulas from one group to another.
  198928 Backup/ Restore periods Users were getting stuck when opening the page.
  198181 Adjustments Different historical rates were displayed for the same flow.
  198448 Configuration > System structures > Copy operations Not all companies were being displayed when selecting Copy Operations. Only four appeared, even though there were more companies in the period.
  199853 Adjustments Attachments with long file names could not be deleted.
  200237 General (drop-down fields) Searching the drop-down fields using the underscore ( _ ) character did not return results.