Overview panel for budgeting
We’ve redesigned the budgeting panel. It’s now more clearly structured and faster to work with. Top section: list of budget items- Shows all budget items behind the total
- All budget items in the list are selected by default
- Collapse the top section with the dropdown arrow
- Move between budget items with the left and right arrows
- Improved headings that show counterparty names and logos
- Shows when several budget items are selected for bulk editing
- The amount field now supports formulas, with the calculated value shown below the field
- Shift the start date easily, for example by a month or a quarter
- You can now make the panel narrower than before
- Labels move above the fields when the panel is narrow
- Frees up working space on laptop screens
- Add fields to the panel, such as dimensions or variables
- Restore the default fields
- Delete one or more budget items
Drill-down from any column & other improvements
Drill down from any column type You can now drill down into transactions from any dynamic column, including total columns.- Select a value
- Press
Enter - See the transactions behind the amount in a list view
- Numbers can be saved with a comma as the decimal separator
- Comma is now the default decimal separator
- VAT payment transactions are recognized in the direct cash flow report (Procountor)
- Row arrows in reports now activate when you hover anywhere on the row, not just over the heading area
Bug fixes
- Budget transactions are now only soft deleted
- Fixed issues in the available cash column calculation (real-time balances from Enable Banking)
- Multiple other fixes and visual corrections