Workspaces
We’ve rebuilt the Dashboard as workspaces that work just like report pages: tabs along the bottom, each with its own elements.- Create several workspaces and switch between them from the selector in the top left
- Keep a workspace private or share it with your whole organization
- Curated workspaces replace custom views: edit them freely as your own copy and restore the default setup at any time
- Copy a tab or a single element from a curated workspace into your own
Charts
We’ve expanded the chart editor so your charts are presentation-ready straight away.- Filter chart data with the same filter chips as the financial report
- Add a trendline, including one based on the total of stacked series
- Reorder series, pick the data source and template in each series’ settings, and use percentage labels and pie charts
- Open a chart as a full tab with the new + New chart tab action
Flat table & other improvements
- Flat table: show a report as a single flat list for easier budgeting, optionally with the dimension item on every line
- Formula row: click the Σ icon on a formula or subtotal row to see what the number is made of
- Depreciation schedule plans depreciation into your budget and can also record the purchase, and Loan calculator now works with a loan term and repayment day
- AR/AP: a new matching tab links invoices to budget items by drag and drop, and you can change a transaction’s status (Approved, Marked as paid, Paid) for cash flow reporting
- Tables: quick and advanced filters stay in sync across tabs, new month, week and day groupings, and PNG/PDF exports run in the background without the view jumping
Bug fixes
- The Add filter modal lists all dimensions again, and selected values in multi-select filters stay readable
- General Ledger export to Excel/CSV works again, and column headers wrap correctly
- Multiple other fixes and visual corrections