- For Advisors
- For Business
We’re announcing plenty of new features for November 20, including New report formatting and Budget display improvements.
We’ve improved the formatting of the on-screen report output to make the results more compact and include horizontal scrolling for when there are too many columns to fit the width of your screen.
Now, with our Custom Reports, you can nest groups within other groups. Simply select the Move To option to quickly set up clearer group hierarchies. Combined with collapsible and hide-able groups this gives you a range of customisation options.
We’ve added the ability to hide a custom report group when report output is shown. This simple, but powerful feature lets you include accounts, totals and formulas behind the scenes and only output the key information you need to see.
Based on your feedback we’ve made several improvements to the way budget data is displayed on your Custom Reports. Now the budget variance amount and percent are shown on all report lines, including formulas and totals and the green and red colours are correctly shown based on the account type. We’ve also included budget amounts, even if the account has a zero actual amount, so that your entire budget is accounted for in the report.
We’ve added a new option to our Report filters. Now you can compare the figures for one period to the same period in the previous year. Just select to Previous Year from the Compare dropdown. Select additional periods to compare multiple years.
On top of the new features we’ve also made several bug fixes and added improvements to ensure Joiin is up-to-date with the latest security best practices.
We’re working on more features which we’ll be releasing soon including:
User defined Exchange Rates
Company ordering and grouping
FX Reserve handling
A/R Ageing Report