Release Notes

2023.2.0

July 2023 (Prophix Cloud)

Release notes describe the enhancements and bug fixes contained in new releases and maintenance releases for Prophix Cloud deployment only.

 Tip:   To find the release note that contains a specific issue, search on the Prophix Support Desk ticket number.

What’s new

UI /UX Improvements, new colour palette, and style changes

We made changes and improvements to the UI to provide better user experience. In addition to changing our primary colour palette and making other UI adjustments, you will find some additional style changes across the application.

To give a cleaner and refreshing look, we did the following:

  • Removed the yellow and blue backgrounds

  • Changed the styling for font, buttons, and tabs

  • Improved the look of the tables and grids

Link with Data Integration

  • In this release, we are thrilled to introduce a new feature called Data Integration, a powerful connector that empowers our cloud customers to effortlessly import data from their Enterprise Resource Planning (ERP) applications, whether they are hosted in the cloud or on-premises, directly into Intercompany Management.

  • To access Data Integration, users with the Consolidator or Administrator role can simply click on the designated icon located at the top right corner of the application. Depending on the language packs installed, Data Integration will seamlessly launch in the same language as Intercompany Management.

  • To learn more about how to connect your ERP system with Data Integration and run a job directly from Intercompany Management, refer to the Data Integration article.

Ability to reset password

Users can now reset their forgotten passwords. To do so, users click the link on the Login page to access the Forget password? page.

On the Forget password? page, users enter their Username or Email address to request a password reset. Instructions to reset password are sent to the email address provided or associated with the username provided. For detailed instructions, see Getting started.

Optional widget on dashboard showing marking types

This release includes a new widget, Difference Type Legend, that administrators can add to the Dashboard. This widget displays a table of all the Markings and Difference types and their descriptions, giving users a better insight to the used markings.

Shortcut on dashboard to the status board of a selected company

On the Dashboard, we have added a useful feature to the company table. Each company listed is now a shortcut that directly takes you to its dedicated Status Board page. Simply click on the Company Code or Company Name, and you will be taken directly to the relevant Status board page without the need for multiple clicks.

Role verification for associated page access

We now validate each role to ensure that only users with the necessary access rights to a particular page are granted access to the page.

Enhancements

Optional fields added for data export

On the Data Export Data File Structures page, several fields were added to give users the option to include more information in export file.

New options added to the Column drop-down list are:

  • Company name

  • Partner company name

  • Account description

  • Intercompany rule description

  • Difference type description

Optional rule for debit/credit matching

We have added a new intercompany matching rule called “Debit/Credit”, which is now available for both Company and Partner and has three options: Credit, Debit, and All. The primary objective of this rule is to facilitate a comparison between purchases (Debit) and invoices (Credit) of two partners. It helps in avoiding discrepancies that might arise due to Credit Notes having the same invoice number.

When this rule is selected, it only considers specific transaction amounts for the Company or Partner options, as follows:

  • Debit: Only transactions that have a positive net amount will be included.

  • Credit: Only transactions that have a negative net amount will be included.

  • All: Transactions that have either a positive or negative net amount will be considered.

Custom analysis reports

Users with administrative rights can create and upload report templates into which they can export and present data using their model. For more information, see Analysis Reports.

Revamped online help

Starting with this release, we have made significant changes to the help functionality in the application.

  • We have reviewed and revised the help files to ensure that users receive improved guidance.

  • Previously, help information was embedded within the application and presented in pop-up windows. However, with the latest update, when users click (Help button) associated with a specific topic, the help content will open in a web browser, displaying content from our online help site, intercompany.help.prophix.cloud

 

Resolved issues

The following are the issues we resolved in this release:

Released Ticket Number Area Description
Sept 157746, 157983 Data Entry Changes made to the “additional information” fields on the Intercompany Data Entry page were not saved.
July   Intercompany Matching > Status Board On the Status Board Detail page, using the button did not mark the selected row with the Difference type selected.
July   Exports of Data > Export Data On the Amounts Export page, an error occurred when exporting data to the Hub despite providing all information required and selecting rules for the export.
July   Exports of Data > Analysis Report The table listing the available reports displayed only one row per page.