Improvements
Copy/Paste Mode
You can now paste large amounts of data without slowing down your browser. A new option under Utilities > Enable Copy/Paste lets you paste any amount of data, then click Confirm to efficiently save everything.
Method Selector Calculations – Allocate Annual Amount
Allocate Annual Amount options now display each month’s historical distribution percentage (e.g., Jan 5%, Feb 8%), instead of only showing historical and forecast values.
Groups – Separators
Separators can now be added within both total and regular groups, making it easier to visually organize accounts.
Reports – Excel Export Formatting
Exported reports now preserve formatting. Percentages correctly display as % values in Excel rather than decimals.
Reorder Accounts
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You can now move rows into and between groups, not just within the same section.
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The last row in a section can also be repositioned.
Bug Fixes
Annual Rollforward – Large Copy/Paste Data
Annual rollforward now completes successfully even when large amounts of data have been pasted.
Method Selector Grid – Actuals
Historical calculations now correctly carry into actual months, instead of displaying zeroes.
Method Selector – Double-Click Year Behavior
Double-clicking a year to populate the assumptions grid no longer overwrites actuals. Only forecast cells are affected.
% of Other Accounts – Time Period Selector
Changing the time period selector now correctly updates historical percentages.
Duplicate Projection – Monthly Rollforward & Syntax Errors
Duplicated projections now correctly preserve actuals after a monthly rollforward, and random syntax errors have been eliminated.
Annual Rollforward – Payroll Tax
Payroll tax data now carries forward properly. Linked tax lines remain intact after rollforward and no longer require manual resets.
Auto Logout
When auto-logged out due to inactivity, the login screen now loads reliably without freezing.
Duplicated Scenarios – Subtotal Headers
Duplicated scenarios now keep subtotal header rows blank (instead of populating zeros).
Reports
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Exported reports now include total columns.
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Historical data visibility issues have been corrected.
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Total columns can now delineate between historical and forecast years, rather than summing all months together.
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Table charts now label actual months as “Actual” and forecast months as “Forecast.”
Assumption Tab – Context Menu
Right-click menus at the bottom of the Assumption tab now display fully, ensuring all options (including delete) are accessible.