PlanGuru version 184.108.40.206 – Release Notes:
Hello PlanGuru customers! We are pleased to announce that maintenance update 220.127.116.11 has been release today (3/10/2014). Here is a full list of the fixes and updates:
Windows Region and Language setting “,” Issue – Some non-US based customers ran in to an issue with the symbol they used as a decimal separator. Many countries use a “,” as the decimal separator, and this caused some problems when trying to save, or make Excel links using PlanGuru. This issue has been fixed in this update, and the “,” can be used as a decimal separator now.
Cash Flow; Incorrect assignment of depreciation expense - When a depreciation category is imported in to PlanGuru, their default cash flow activity was coded as “Operating”. This has been updated in this fix to correctly code as “Non-cash”.
Line of Credit Tool; First period which line is available – Some customers encountered an error when setting up a line of credit. When they tried to start it in a period of that the first year, it would always start in January. This has been corrected as of this update.
Adjust Prior Period; Non-Financial Growth Rate – In this version of PlanGuru you can substitute a non-financial growth rate when using the “adjust prior period” projection method. However this functionality was not working when the non-financial category formatted as a percent was projected using the link to Excel method. This issue has now been fixed.
Entered by User; Enter monthly amount and apply to all periods “Calculation Loop” – Some users ran in to an issue when using the "Enter by user" > "Enter monthly amount and apply to all periods” option when actuals were used in the first projected year. Each time the user re-opened the Add/Change category tool, the monthly amounts to apply to each period changed. This update fixes that problem.
Link to Excel; Categories appear as Enter by User- When the Link to Excel method was used and the analysis was saved, exited and re-opened the linked categories would behave similar to the entered by user method. The links were still active however values could be manually updated and caused confusion. Version 18.104.22.168 fixes this issue.
Historical Data in the Cash Flow Statement – A handful of users noted that the “Show Historical Data” button did not work when they tried to use it in the Cash Flow Statement. They would have to open historical data in another sheet, and then go back to the Cash Flow Statement. This issue has now been corrected.
Taxes Based on Net Income; Import Issue – When a category was imported into the “Taxes based on Net Income” subclass the projection method was not appearing correctly for the imported category. Some of the required dialogs were present but not all. The issue could easily be worked around, but it was a source of confusion for many users. With this update categories imported into the "Taxes based on Net Income" subclass now behave as designed.
Link to Excel; Error message improvement – The wording of some error messages within the “Link to Excel” feature have been improved to give the user a clearer idea of what is causing the problem.
Notes Payable; Roll forward Issue – When rolling an analysis that used actual results for budgeted periods was rolled forward the note would not properly display results for the periods marked as actuals in the original analysis. This issue has been fixed.
Line of Credit; Split Year Issue – When the first projected year began in a month other than the first month of the fiscal year, and a line of credit was created, the LOC wouldn't calculate balances in the second projected year for the periods that were missing in the first projected year. Lines of credit now behave correctly with this update.