Hello Planguru users. We are pleased to announce that we have just released another maintenance update. A list of the changes and fixes that were made can be found below:
First Budgeted Period Display Wrong Year: Some users would notice this issue when setting up and analysis. If the fiscal year an over two year (July-June for example) the program would correctly default the first budgeted year to 2014/2015 in the set up process. However once the analysis actually loaded it would show the first budgeted year as 2013/2014. This has been resolved.
Printing Reports to Excel: In rare instances users would note that when they printed a report to Excel some data would be missing. This would either be the third year of the projection, or any year beyond the fifth projected year depending on the analysis. Reports printed to Excel now correctly display all selected years.
Assumptions Report – Problems with displaying periods budgeted as a full year: If an analysis was designed to report on a full year basis, rather than using interim periods the assumptions report would not display properly. It would lack much of the detail found in the report if you used interim periods. This has been corrected as of this update.
Retained Earnings displaying incorrect values in the Cash Flow statement: Some users reported that their “Distribution/Adj to retained earnings” was being calculated incorrectly in the statement of cash flow. This has been corrected and that calculation should be represented properly.
Calc Assumptions “use of prior year amounts” not working: When users tried to use the “Calc Assumptions” feature to calculate a growth rate reported that the “use prior year amounts” did not work. The percent to grow would not calculate. This has been fixed and that calculation will populate as normal.
Import Mapping Screen – Left clicking prevents category from being mapped: If a user accidentally double left clicked on a category that they wanted to map (as opposed to right clicking it) they would receive an unhandled exception and then would be unable to map it. This has been corrected so that the unhandled exception no longer displays.
Note Payable Wizard – Issues when rolling forward: A small group of users reported that if a note payable had a zero balance, or had actuals it would not rollforward properly. Notes that had a zero balance would still have to bet set up to have a balance of at least one. This is no longer the case. These two items have been fixed and categories using the Note Payable Wizard should behave properly on the rollforward now.
Treatment of Adjust Prior Period categories when period to the period to adjust is not historical: When an analysis was rolled forward the category balance was not in line with how other categories behaved during the roll forward process. This was obviously confusing for some users, so now the program will update the period to adjust when the analysis is rolled forward.
Unhandled Exception on the Breakeven Tab: Users who were dealing with larger figures (in excess of one billion) would notice issues when trying to view the breakeven tab. They would encounter an unhandled exception error and the tab would never load. This is fixed and that tab now loads properly.