We are excited to roll out the free maintenance update version 18.104.22.168. This update includes a number of significant functionality improvements as follows:
1. Printing Historical financials by interim period - When originally designing the print functionality we assumed that our customers would be printing historical financial statements from their financial accounting systems. However due to resounding demand for this functionality we now allow our customers to print historical financials by interim period. Access this functionality through the standard Print Financial Statements menu.
2.Update Excel Links for a Group of Analyses Simultaneously - A number of our customers have set up multiple analyses that are all linked to a global "assumptions" Excel file using the "Link to Excel Worksheet" Forecasting method. Previously when they made changes to the their linked Excel file(s) they had to open each analysis and use the "Refresh Links" button recalculate each analysis, this was often a time consuming process. With this enhancement customers can now update linked categories for all of their analyses at once. Once the customer has made changes to their linked Excel file(s) and wants these changes to be reflected in their analyses, they will go to File>Utilities>Update a Group of Analyses. Once there the customer can select the analyses they would like to update and click the OK button to start the update process. This feature is especially helpful after assumptions have been changed and consolidation needs to be re-performed.
3. Export Current Year Budget with Account numbers to an Excel Spreadsheet - A number of our customers alerted us that they wanted to load their current year forecasted numbers back into their ledger or ERP, but had to employ work arounds because account numbers don't come through on the print financial statements utility. Customers can now export their current year budgets with account numbers by going to File>Export Budget To Excel.
4. Improved Browse Windows - A number of customers had commented on the performance of the browse windows when performing tasks such as importing data or linking to Excel worksheets. The new browse menu are improved in appearance and easier to use.
Version 22.214.171.124 also included a number of smaller updates that have improved the application, even through you may not notice them. We hope you see value in these updates and that they improve your interaction with our application. These are just a few examples of how we are continuing to work tirelessly to improve the quality of our application.
-Taylor W, PlanGuru Support