Release notes and notices

Enhancements available in this release:

Access the newly introduced Financial Management Module for complete visibility and control over financial data. 

• Record and manage Financial Transactions within Financial Datasets. 
• Configure Financial Components such as Financial Positions, Accounts, Datasets and more for structured tracking and reporting.
• Track and compare multiple versions of datasets and maintain budgeting information efficiently.
• Analyse and monitor automated balances per Financial Account and Financial Position, with support for:
  • ​​Period-level, Total, and Root Object-level (Portfolio, Demand) calculations 
  • Consolidation of balances at the parent Portfolio level
• Work with multi-currency data.

Export record-level data with the PDF Generator component, providing: 

• Dynamic PDF generation during runtime, ready for printing or download
• Out-of-the-box templates available for Project Status Reports and Personal Development Cards 
• Maintain custom PDF templates tailored to different views and reporting needs using a no-code visual designer.
• Enable users to customise views with PDF export options for quick and printable insights.

Track Time on behalf of others, simplifying approvals and delegation.

Experience various smaller enhancements and bug fixes that improve the overall stability and usability of the application.