2.96 - D365 Enhancements

September 20, 2024
Written by Katherine Schraeder
Updated 2 months ago

🚀 New Features

Import Wizard

  • Add initial setup tab with date range and week start options

D365 Business Central

  • Connect multiple companies
  • Import weekly reports based on week start setting
  • Updated dynamic auto forecast calculation for weekly view
  • Fix net change and monthly account balances
  • Performance increase for large datasets

Spreadsheet Import

  • Add account type and section drop down to account template
  • Upload cash start as actuals

Account Detail

  • Add last 12 month totals on account tooltip

⚠️ Changed Functionality

  • Weekly view - snap to week start based on import setting > global setting
  • Changed default week start to Sunday
  • Import amounts as direct values in spreadsheet template

🔧 Fixed

  • Fix object is null error on import wizard account mapping screen
  • Fix Rolling total calculation for manual scenarios
  • Fix balance template on spreadsheet import
  • Item modal not opening
  • New account modal not opening
  • Open total and section total discrepancy
  • List view not showing correct amounts
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