2.12. Excel-like tabs

Excel-like tabs row

We’ve turned the layout panel into tabs that work just like in Excel.

Add a new tab with the + button and pick a report template or object
Drag to reorder tabs, and rename, color or open them from the right-click menu
Select several tabs with Cmd/Ctrl-click
The sum element (Sum / Average / Count) now sits at the right edge of the tab bar
When tabs don’t fit, they collapse into a hamburger menu, just like in a spreadsheet

We’ve streamlined the column modal so the settings you use most are up front.

The Display option (Series / Total / Both) is now also available on the default ACT and BUD columns
Cadence has its own section with a D/W/M/Q/H/Y selector, plus a new None option that collapses everything into one column
Date offset is now a toggle, hidden by default to reduce visual noise
The budget’s short name is shown as a badge in the table
Better default date ranges for new report templates

Quick filter: click the funnel icon on a dimension item row to filter the whole report by it
Create a dimension split directly in the financial table, and sort a column from its header’s right-click menu
General ledger now shows the account number in its own column, sorts by date by default, and can be filtered by income statement or balance sheet
You can now correct the inferred payment date manually, in bulk if needed
Invoices marked as paid are excluded from cash mode, since they aren’t real payments

Formula rows (such as EBITDA) no longer show zeros until you change the date manually, and the Budget Items export shows readable values instead of “[object Object]”
Cash flow from investments no longer returns a value when there are no related transactions, and historical balances are now created automatically for new Enable Banking integrations
Scrolling works again in the Filter/Label panel when List view is off
System-generated payroll tax transactions in budgets now get the correct payment date, improving cash flow accuracy
Multiple other fixes and visual corrections