Hi PlanGuru users. We are pleased to announce that maintenance update 184.108.40.206 has been released and includes a number of fixes and improvements.
Consolidation of Cash & Retained Earnings Accounts : In the past users forecasting the balance sheet at the consolidated level faced problems with the cash & retained earnings rows when their consolidation contained intermediary consolidation analyses, or subsidiary balance sheet accounts. More specifically each time they re-ran their consolidation Historical & Actual cash and retained earnings rows would get zero'd out, forcing the user to re-import the balance sheet each time the consolidation was process. This challenge can now be overcome by using a newly added option. This option allows users to turn off the accumulation of cash & retained earnings from subsidiary analysis files. This option is accessed from the consolidation analysis, by going to the 'Edit > Analysis Setup' dialog. From there the option is listed as a checkbox on the "Other options" tab.
Running assumptions report causing invalid height error: In rare cases, users would encounter an unhandled exception error that stated the section height was invalid. This would also occasionally happen when trying to run the breakeven report. This problem has been corrected
Rollforward utility : Some users would encounter a problem when trying to roll their analysis forward. In some instances if the second projected year of the analysis was being forecasted a single "full year" period and the “move assumptions” check-box was checked the rollforward process encountered, an unhandled exception error. This issue has been fixed.
Rollforward Utility - FPY Average days to collect/pay not calculating after roll forward: In some instances when an analysis is rolled forward categories calculated using the average days to collect and pay methods were calculated as zeros for the first projected year. This issue has been fixed.
Divide by 0 - Issue with Non-Financial and Supporting Schedules: In some instances when the entire first projected year was setup to use actual results an unhandled exception error was being generated when users added non-financial categories calculated using the entered by user method. After first setting up these categories a "Divide by zero" unhandled exception error message is received. This issue has been fixed.
Reporting Table - Gain on Sale of Fixed Asset causing ARA reporting issues: The cash flow description for categories in the subclass "Gain(loss) on disposition of fixed assets" is the same as the revenue and expense sheet description when the "Cash Flow Activity" is Non-Cash. This would cause problems for customers using the Advanced Reporting Add-in, but is no longer an issue in this update.
Desktop Shortcut Icon not displaying PG Logo: This issue has only affected some of our network version customers. When logging on as a different user, other than the one who originally installed the program, the PlanGuru desktop icon will be a blank window. This also affected Network users who've placed a shortcut to the server exe on their desktop. The desktop shortcut icons display correctly now.
Rollforward of Consolidation Analysis - Consol incorrectly pulling in actual results: Users would encounter this problem when a consolidation analysis using actual results is rolled forward. The newly created consolidation file (rolled forward analysis) retains the actual results settings of the original analysis. This problem has been corrected.
Link to Excel - Improve error messaging when Excel file is open: The wording on this error message has been improved to indicate that the Excel file is open, and must be closed before continuing.
Business Valuation Tool - Adjustments to Income from Operations: Changed the business valuation tool so that depreciation is only added to income from operations if the depreciation expense categories are included in income from operations.
Report Issue - Current Portion of LTD when Added from Subtotal Grouping: Customers would notice a formatting issue when a current portion of Long Term debt is inserted from a Long Term note contained within a subtotal grouping. The added Current portion of the LTD account is formatted incorrectly, and shows up incorrectly on printed reports. This formatting issue has been fixed.
Reports - View/Printer and Currency symbols: Users would notice that when printing or viewing a report, if it was projected out for more than 5 years, currency symbols would appear even if the report was configured not to use them. This fix will make sure that currency symbols will not appear if they are not supposed to be included in the report.
Consolidation Analysis - Column Heading Incorrect: Users would notice that when they consolidate analyses that are using actual results for some of the budgeted periods, the consolidation analysis does not reflect this at the top of the columns. It simply has the default set-up, appearing as budgeted periods for the whole year. This issue has been corrected.
Non-Financial Categories are unavailable using the Function of Non-Financial method: On rare occasion, some users would find that a few of their non-financial categories would be unavailable when trying to use the Function of Non-Financial projection method. This problem has been solved.
Non-Financial Categories - Entered by user categories zero out when analysis is saved: A small number of users have found a problem that when saving several non-financial categories using the entered by user method, and then reopening their analysis, those categories would be zeroed out. This problem had to do with VAT options, and PlanGuru will now display a message that some VAT information is missing, allowing the user to go back in and correct the problem.
NF Reporting for items using percentages – Excel Report: Users would notice that when exporting a report in to Excel, categories that were configured to use percentages in PlanGuru would not display as a percentage in the Excel report. This issue has been corrected and they now display properly.
Terminal services error message: Improved the wording of error message so customers have a clearer idea as to the cause of the problem. This improvement has been included in the update.