What’s new
This page lists the new features or enhancements per Intercompany Management update.
2025.1.0
May 2025 (Prophix Cloud)
Content Panel Dashboard: Debit and Credit columns
The Table List (Amount) widget in the Content Panel Dashboard ( Administration > Content Panels) now includes two additional columns for Credit and Debit amounts. This provides users with a more complete view of financial data when the widget is added to the content panel.
For information on adding widgets to the content panel, refer to the Manage content panels article.
New Status Board Filter: Greater than zero
A new filter option, > 0 (greater than 0) , is now available on the Status Board. This allows users to quickly filter and review entries with values above zero.
Navigate to My Profile page in the Portal
In the Portal, the navigation to user profiles has been updated. Users can no longer access profiles through the Management Console and navigate from Intercompany Management to the Portal. Instead, a new option called My Profile has been added (above User settings) to the Profile menu allowing users to easily access their profile in the Portal.Clicking My Profile takes them to their profile page in the Portal.
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Additionally, the Logout option in the Profile menu has been renamed to Sign-out.
Profile photo integration
Users can now upload their profile picture directly on the My Profile page in the Portal. The uploaded image will automatically appear in the Intercompany Management application. For more details, see the Manage your profile article.
Navigate to User Management in the Portal
With our shift to the Portal, navigation to User Management has been updated. The previous button for accessing the Users page in the Management Console has been removed. A new User Management button is now available on the Define Users page, allowing users to navigate directly to User Management in the Portal (/users) with a single click. Refer to Manage users for details.
Administrator actions allowed when license is invalid
Administrators are now able to perform the following actions to help resolve compliance issues even when the license is invalid:
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Edit User settings: Administrators can continue to edit and save changes to users on the
Administration > Define Users page. This allows time to reassign roles and address license-related issues.
Note: All other pages remain read-only until the license is valid.
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Remove Companies: While creating new companies is disabled when the license limit is exceeded, Administrators or Consolidators can now remove companies from
System Structures > Companies to reduce the total count and regain compliance.
API Key support
In the Portal, Multi-Factor Authentication (MFA) is required when signing in for added security. However, this requirement prevented users from accessing web services (OData) using a standard username and password. To address this limitation, users can now authenticate using API Secret keys. Administrators can generate and manage these API Secret keys from Administration > Define Users. For details, see the API Secrets section of the Define users article.
API Secret keys can be used for the following:
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Importing data using the Web Connector (OData)
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Configuring Prophix Financial Consolidation (FC) imports
For detailed instructions, refer to the Use API keys article.
2024.3.1
November 2024 (Prophix Cloud)
This release includes resolved issues only. For details, refer to the Intercompany Management 2024.3.1 Release notes.
2024.3.0
August 2024 (Prophix Cloud)
Job Scheduler: New task for period backup
In the Scheduler, Administration > Schedules, a new task has been added to automate the creation of period backups. This task can be found under the Period Backup tab and offers similar functionality to that available in the Financial Consolidation application.
With this new feature, customers can:
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automate the manual process of taking regular backups of their periods before modification or deletion.
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schedule backups to run at regular intervals, during non-business hours, etc.
For more information on scheduling period backups, refer to the Period Backup section of the Create job schedules article.
Job Scheduler: Error message includes account information
The intercompany matching process can be run from the Scheduler, Administration > Schedules, in the Intercompany Matching tab. When there is an error, such as an account that is not part of any intercompany rule, it will be logged in the error log, accessible via the
button.
Error messages appear on the report as follows:
Export Data File Structure: Matching ID column added
On the Export of Data > Export File Structure page, a new option called Matching ID was added to the drop-down list in the Columns Definition section. When selected, this option will populate the Matching ID column in the export file with identifiers assigned to tagged transactions.
Exporting these identifiers, makes it easy to identify tagged transactions in the exported data.
The Matching ID option is also available on the Export of Data > Export Data page.
Status Board Reports: Matching ID added to all transactions
Before this release, the Intercompany Matching report displayed only the identifiers for manually matched transactions in the User Mark column. Now, automatically matched transactions are also included. Both types of transactions are shown together in a single column: the Matching ID column.
Status Board: Company information added to notification email
Email notifications sent from the Comments tab of the Intercompany Matching > Status Board > Status Board Details page now includes the names of the Debit and Credit companies. This makes it easier to identify the partner company to which a comment applies and understand the context of the message.
2024.2.0
May 2024 (Prophix Cloud)
Intercompany Matching Report: Revised column title and additional report description
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On the Status Board Reports page, we updated the Difference column title in the Selected Interco table to Threshold to better reflect the meaning and purpose of that column.
2024.1.0
February 2024 (Prophix Cloud)
Detailed Point of View (POV) report
Users can now generate a detailed POV report that shows a hierarchy assignment down to a granular entity level.
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This report is accessible under the Report tab on the
System Structures > Point Of View page.
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Users have the options to generate report as a PDF or an Excel file.
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For more information, refer to the Generate a POV report section of the Point of View article.
Enhanced column selection on the Export Data page
In the Column Definition section of the Export of Data > Export Data page, the default column was previously set to Period , despite it not being the first one alphabetically. With this release, the default column is now the first in the alphabetical list.
Redesigned icons on the Hub Authorizations page
We have improved the visibility of icons in the Authorization and Status columns of the Import of Data > Hub Authorizations page by introducing bright and distinctive colors.
Enhanced visibility of editable check boxes on the Roles Security page
On the Administration > Roles Security page, we applied a vibrant blue color to the editable check boxes in all the Restricted Roles columns to make them more visible.
Revised default sorting order in several tables
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The Language table of the
Transfer of Structures > Export of Translations page is now sorted alphabetically by Language Code.
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On the Administration Dashboard of the
Administration > Content Panels page, rows in the Company Overview Table are now sorted by Company Code.
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The Select a pair of companies table (companies and partners overview table) on the
Intercompany Matching > Status Board page is now sorted by Count Unexplained in a descending order.
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The Companies table on the
System Structures > Companies page is now sorted by Company Code.
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The Companies table on the
Import Of Data > Accounts Mappings Tables page is now sorted alphanumerically based on Company Code.
2023.2.0
July 2023 (Prophix Cloud)
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:
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Removed the yellow and blue backgrounds
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Changed the styling for font, buttons, and tabs
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Improved the look of the tables and grids
Link with Data Integration
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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.
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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.
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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 listed company now has a link to its corresponding 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.
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:
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Company name
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Partner company name
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Account description
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Intercompany rule description
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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:
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Debit: Only transactions that have a positive net amount will be included.
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Credit: Only transactions that have a negative net amount will be included.
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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.
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We have reviewed and revised the help files to ensure that users receive improved guidance.
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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
2023.1.1
February 2025 (SigmaConso Cloud)
This release includes resolved issues only. For details, refer to the Intercompany Management 2023.1.1 Release notes.
2023.1.0
July 2023 (SigmaConso Cloud)
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
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 listed company now has a link to its corresponding 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.
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:
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Company name
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Partner company name
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Account description
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Intercompany rule description
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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:
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Debit: Only transactions that have a positive net amount will be included.
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Credit: Only transactions that have a negative net amount will be included.
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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