Welcome
Financials Overview
User Interface Overview
User Preference Improvements
Alerts & Field Error Focus
The all new Data Grid!
Input Fields & Dynamic Validation
Screen Structure
Miscellaneous New Features
Generic Actions
Chart Functionality
Hints and Tips!
Useful information to include when raising Financials cases
Navigation Hints and Tips
Browse Timeouts
Release Notes - Functional
December 2024
November 2024
October 2024
September 2024
August 2024
July 2024
June 2024 Release
May 2024 Functional Changes
Release Notes - New UI Improvements
June Release 2024 - New UI Improvements
May Release 2024 - New UI Improvements
April Release 2024 - New UI Improvements
Accounts Payable Quick Cards
Accounts Payable Supplier File
Accounts Payable Data Entry
Enter a logged Invoice
Log Invoice/Credit Note
Non Purchase Order Related Invoice Entry
Order Related Invoice
Order Related Invoice with Mismatches
Order Related Invoices - mismatch scenarios
Mismatch Types
Accounts Payable Enquiries
Accounts Payable Payments
Accounts Receivable Quick Cards
Create a Customer Account
Create & Copy Invoices/Credit Notes
Customer Enquiry
Cash Allocation
Cash De-Allocation
Dunning Process
General Ledger Quick Cards
Journal Entry
Enquiries Account Details
Closing Module Periods
Close the GL Period
Closing a Year & Closing the Last Year Adjustment Period
Trial Balance
GL Enquiries - Balance Sheet & Profit and Loss
Transactions Enquiries
Fixed Assets Quick Cards
Prompt File - Asset Creation Updated
Fixed Assets Period End & Depreciation Updated
Revaluation
Disposals
Relife
Purchasing Management Quick Cards
Import Tool Kit
Reconciliation Processes - Helpful how-to guides
Daily Checks
General Ledger Reconciliation Reporting
Accounts Payable Reconciliation Reporting
Accounts Receivable Reconciliation Reporting
Fixed Assets Reconciliation Reporting
Purchasing Management Reconciliation Reporting
Procurement Portal
Suggested Testing Areas
Frequently Asked Questions!
How do I stop over receipting of orders
Why has my transaction not appeared on the payment run?
How do I stop a user posting to a prior and future period
Prevent user posting to specific balance classes
Download Templates
Out of office
How do I give a user read only access?
De-allocate and an AP Payment
Contents
- All categories
- Release Notes - New UI Improvements
- April Release 2024 - New UI Improvements
April Release 2024 - New UI Improvements
Below is a summary of some the things to look out for in the April Release
Bank Reconciliation Screens
- AG grid improvement in ME0C - Removing the 'All' column as there is 'Sel' column for selecting records. - T3
- Selected rows in ME0C would remain selected even when user scroll through the grid. - T3
- ME0C Screen - Data sorting issue in AG grid is fixed. - T3
- ME0D - Issue of data entered in the AG grid getting disappeared when scrolling down is fixed. - T3
Removal of Back button
- On click of browser back button user would get warning dialog with message mentioning that Advanced Financials does not support the browser back button.
- Also, fixed the issue where the AG grid was getting blank by clicking on the browser back button- T3.
Improvement on screens with Vertical tabs
- Tab key navigation is enabled now to cycle through vertical tabs without exiting the page. – T3
- Freezing the vertical tabs while scrolling down the screen so that easy access and navigation between tabs is possible – Enhancement.
Screen Improvements
- MGBC & MGKH screens - Displaying the frequently used buttons at the top of the screen. - T3
- Design change in the MST4 screen. - T3
- MHCJ & MHBA screens - adding extra variants and manual finessing. – T3
- MODB screen – fixed the fatal abend issue. – T3
- MBPA – Customer Status pop up is now improved – T3
- Dark mode enhancement: In dark mode, three dots(kebab) for ‘sessions’ is changed to white – T3
May Release - What to look forward to:
- We are currently working through the Cash Receipting workflow after receiving Knowledge Share, this will be done as priority for the May release.
- Enhancement: Ctrl+D for quick download of AG Grid Data.
- Compact Mode Improvements.
- Reviewing Button re-introduction.
- Chart functionality: Continuing development to re-introduce it to the new UI using a later version of AMCharts for more modern Chart Solutions.
