At Qvinci, we listen to your input, resolve issues, and regularly enhance our platform’s capabilities to provide a more powerful, productive, and profitable solution for our customers. – Actionable financial insights everyone understands!

June 2023

Bug Fixes / Feature or Functionality Enhancements 

ATTENTION: For all GL Weekly entries below, please note that the GL Weekly reporting functionality is scheduled for a late Q3 or early Q4 release.

• Enhanced user experience by initiating a Zendesk ticket to notify Qvinci Customer Success Managers when an Entity Delete has been requested.
• Enabled Qvinci Admins to complete Entity delete requests or reverse Entity delete requests in Manage Entities when they appropriate user control.
• Added “Entities Requested for Deletion” to the Client/Company page for Qvinci Admins.
• Revised so the file tab in Manage > Entities shows the Qvinci Admin that the Entity has been requested for deletion and who requested the deletion.
• Revised so the Companies/Clients “Display Request for Delete Only” button also shows the Qvinci Customer Success Manager the Company/Clients that have pending Entity deletes under them.
• Revised so Qvinci customers requesting to delete a Company/Client are required to fill out a survey system asking WHY they are requesting deletion of the Client/Company before the deletion request is submitted.
• Revised so the user deleting Entities must complete the newly implemented delete request survey if 10 Entity deletes have been requested in the Company/Client in the past 24 hours.
• Revised to implement strict appropriation protection that prevents Qvinci Admin from cross-appropriating leading to running operations on the wrong customer, company/client, entity, user, etc.
• Implemented a Stored Procedure for Qvinci Budget Developers to obtain Budget Data imported using Qvinci Budget rather than QuickBooks budget to allow users to view their data.
• Added a column to the Organizations Table to prevent syncing of QuickBooks’ Budget data overriding the Imported Excel Budget. Now, schema updates support Qvinci Budget.
• Resolved issue of top-level accounts with no children not reporting correctly for by Class P&L GL Weekly users.
• Updated the GL Roll up timeout to line up with the scheduler timeout so they sync up with each other.
• Added a check to ensure financial syncs have been recently finished before running the GL weekly report auto validation.
• Added the GL Weekly report type to the database enumerations table for data Analyst.
• Resolved issue of GL Validation Timeouts not correctly comparing sync times.
• Blocked the GL auto validation when the Accounting Calendar does not match the Legacy P&L Weekly for the Last Fiscal Year.
• Increased the GL auto validation time window for recently synced files to better align when the GL auto validation runs relative to summary and GL syncing.
• Revised to enable the data Analyst to track the GLWeekly report type.
• Enhanced usability by revising so the Qvinci Admin Portal Companies/Clients page uses front-end terminology which is easier for users to understand.
• Changed to new XE SSL URL so currency conversion feed operates accurately and seamlessly.
• Enhanced user experience by revising so the left navigation bar sections remain open when user clicks on a sub-option in that section, ensuring the UX navigation experience is consistent for QATF 06 Libraries suite users, the QATF 06 Basic suite users, the QATF 05.01 suite users, and the QATF 01 suite users.
• Performed quarterly Server and Security Maintenance Updates 2023 Q2 (Apr-Jun 2023).
• Performed quarterly AWS and Security Updates of the GL/JE NodeJS EBS Services in Live.

*****************************************************************************************************

May 2023

Bug Fixes / Feature or Functionality Enhancements 

ATTENTION: For all GL Weekly entries below, please note that the GL Weekly reporting functionality is scheduled for a late Q3 or early Q4 release.

• Enhanced usability for GL & P&L Weekly report users by revising so that column headers are “MMM DD, YYYY – MMM DD, YYY” per the “activity” based rules of P&L Statements so they are consistent and easily interpreted in Excel.
• Enhanced usability for P&L GL Weekly users by ensuring that by Year, This Fiscal YTD with Offset ROMs return correct header date range when Offsets are used.
• Enhanced usability for Tables and Slicers users by ensuring that applied and saved slicers in the Report Editor are reflected in exports from the Report Editor, Previews and Package Downloads.
• Enhanced user experience by revising so the older Qvinci Page Setup Sidebar Dialog is replaced by the native Page Layout Ribbon Menu from GrapeCity that is more Excel-like.
• Improved user experience by revising so Qvinci Page Layout users are notified of the sunsetted Sidebar button when attempting to use the Qvinci Page Layout button on the Sidebar so users now know how to edit their page layout.
• Resolved issue of there being extra pages in the PDF when Report Editor Users Export to PDF from Preview on a Report that has no Print Area set.
• Resolved issue of Print Areas automatically being set and saved when Report Editor users export to PDF followed by a save from the Report Editor.
• Resolved issue of Help like taking Manage > Entities users to a dead link in Zendesk. Now, users are taken to a live, relevant Zendesk page.
• Resolved issue of Offset not being remembered when Report Editor users select Column Chooser by Property with a Month (or more) Offset.
• Enhanced user experience for Report Editor non-author users by revising so the sidebar buttons are consistent across owners, authors, and users of reports instead of stacked differently.
• Resolved issue of Lookup Chooser in Report Editor not loading Lookups with HTML tags for Report Editor users.

*****************************************************************************************************

April 2023

Bug Fixes / Feature or Functionality Enhancements 

ATTENTION: For all GL Weekly entries below, please note that the GL Weekly reporting functionality is scheduled for a late Q3 or early Q4 release.

• Updated GrapeCity SpreadJS from v15.1.2 to v16.0.4 and updated GrapeCity Documents for Excel from v5.2.2 to v6.0.3.
• Enabled Export to Excel to retain “first page number” for Report Editor/Preview users.
• Enhanced usability by ensuring the Report History Button remains available in the Report Editor when bad json gets saved in the database so the editor is now always able to recover a previously saved good json from the history table.
• Resolved issue of nothing happening when WIV2 users “preview” Use > Export to PDF. Now consistently functions properly.
• Ensured the GL Weekly P&L Report works for QuickBooks Desktop and QuickBooks Online by Class for GL P&L Weekly users.
• Added GL Weekly By Class parameters to the existing GL Weekly Report Workflow so reports fit seamlessly.
• Added columns to Monalisa to support Weekly Roll Up By Class.
• Resolved issue of inability to publish GL database to Stage or Live due to existing schema conflicts. Now publishing is seamless and works consistently.
• Enhanced customer service capabilities by revising so the Admin Portal audit log tells Customer Success when and who created/updated a GL Accounting Calendar.
• Revised for P&L GL Weekly basic report users so the report options load for a new P&L GL Weekly only Company/Client that never had Legacy P&L Weekly turned on.
• Revised for P&L GL Weekly basic report users so the report options load even if the Accounting Calendar doesn’t contain future weeks.
• Enhanced functionality by ensuring the GL Validation reports run with the user ID of the current network admin so they properly validate all data.
• Resolved the issue of Entity Filter users seeing Deleted Properties of unused Property options displayed in the filter options when selecting “more.”
• Enhanced UX navigation consistency by ensuring the left navigation bar sections remain open when user clicks on a sub option in that section.
• Enhanced usability for Admin Portal users by adding a user table index, as such providing protection from locking up the database when running an empty query on the Users search.
• Enhanced usability for Admin Portal users by removing unused/old features from the Franchise/Companies page to reduce clutter and avoid enabling obsolete functionality.
• Enhanced usability for Admin Portal users by removing unused/old features from the Account Admin page to reduce clutter and avoid enabling obsolete functionality.
• Enhanced usability for Admin Portal users by removing the “Sync Multiple Currencies” AKA “Blended Sync” option from Company/Client page now that currency “conversion” is enabled and currency “blending” is deprecated.
• Revised to enable users of Manage > My Users page to be able to see users that have been assigned as a File GL Viewer or Entity Viewer permissions to a managed Entity

*****************************************************************************************************

March 2023

Bug Fixes / Feature or Functionality Enhancements 

ATTENTION: For all GL Weekly entries below, please note that the GL Weekly reporting functionality is scheduled for a late Q3 or early Q4 release.

• Enhanced usability for Period Over Period (All Periods) Balance Sheet users by revising so all report headers reflect the end of the date range (point in time based).
• Enhanced usability for Period Over Period (All Period) report users by revising so the reports return only relevant data for This Fiscal Quarter when the As Of Date splits the date range.
• For extended sync users, resolved the issue of Report Previews missing individual line items for years before the default 3 years for QBO by Location.
• Enhanced usability by blocking P&L GL Weekly Accounting Calendar users from modifying “Week Starting” cells to prevent invalid Accounting Calendars.
• Enhanced usability for Accounting Calendar template users by adding an instructions tab in the template that houses/shows the full Zendesk URL in case the user has an environment that blocks clicking out from within Excel. Now users can easily copy/past link into their browser.
• Enhanced usability for GL Weekly P&L users by revising the UI so it tells when the Accounting Calendar has expired (i.e., that the date range specified for the report is out of range of the Accounting Calendar).
• Enhanced usability for GL P&L Weekly users by revising so the Custom Date Range options reflect Sunday and non-Sunday aligned Accounting Calendars.
• Enhanced usability for P&L GL Weekly users by revising so the GL validation compares the last fiscal year rather than the last 13 weeks, so more GL validation data is included.
• Enhanced usability for Report Editor users by revising so the Cash Flow report is “blendable” with the other “blendable” report types.
• Resolved the issue of the Report Libraries page altering visually when the user clicks from the Financial Portal to the Report Libraries.
• Enhanced usability for Manage > SCoA users by revising the Add Child UI so it opens directly below the account user when attempting to create a child instead of at the bottom of the account’s list of children, where visibility is impaired.
• Resolved the issue of List Property users seeing generic 500-page error when attempting to create a duplicate list property name. Now, the user sees a message explaining what was done wrong.
• Enhanced usability for Period Over Period (All Periods) P&L Monthly users by revising so the report header reflects the full date range (activity based) so the user always has the start and end dates available for date formatting.
• Simplified date parsing in templates for PoP-A Report authors by revising so the Column Headers in the P&L Monthly with Period Over Period – All Periods frequency contain spaces around the ‘-‘ while taking Leap Year into Consideration.
• For Qvinci Customer Success Managers, revised so provides access to fiscal month per Entity/File report so CSMs can quickly identify the fiscal starting month of all files in a Franchise/Client/Company to help find the one that’s different from the others.
• Enhanced usability for GL Activity users by revising to reflect extended syncing years in the Custom Date Range options.
• Enhanced usability for Comparison Report authors by revising so a frequency runs Period Over Period reports that are agnostic to the number of syncing years and iterates through all available years for the P&L Monthly and Balance Sheet Column & Chart Chooser.
• Enhanced usability for Multi-Syncing QBD and QBO mixed Extended Sync Years fill users by revising so the file always syncs the GL per the deepest number of years.
• Enhanced usability for GL Extended Sync users by revising so the GL Activity Report handles the “All X” date ranges properly.
• For QA purposes, renamed the 05 Test Suite to 0.01, added all numbers of syncing years, and verified each “All X” date range for each frequency (where available) in all Basic Reports.
• For QA purposes, implemented QATF Test Suite 05.02 that covers 3 & 7 years of syncing, verifies that each “All X” date range for frequency (where available) is in the Report Editor Column Chooser, and that “All X’ NOT is available for Pop & Pop (All).
• Enhanced usability for GL Weekly P&L users by revising so the mapped GL Weekly report works correctly for QBD and QBO.
• Resolved the issue of GL Weekly P&L users getting a “Something went wrong” error on Previews for the GL Weekly P&L when using the by Property frequency.
• Enhanced usability for GL Weekly P&L users by revising so the Chart Chooser works with the Accounting Calendar dates and GL based accounts.
• Enhanced usability for GL Weekly P&L users by implementing an account filter in the Account Chooser.
• Enhanced usability for Basic Report users by revising so new descriptions appear under the report types to help the users better understand and select the report they choose to run.
• Enhanced usability for Accounting Calendar users by renaming the “Week Date” column to “Week Starting” to clarify that it’s the start of the week.
• Enhanced usability for GL Weekly Report Editor users by revising so the user’s report runs with offsets.
• Enhanced usability for GL Weekly Basic & Report Editor users by enabling the users to run the By Entity frequency on more than one Entity.
• Enhanced usability for Profit & Loss (GL Weekly) users by revising so the user is only able to choose date ranges / frequency combos that are reportable and removed the user’s ability to mistakenly choose a combination of report options that cannot be run.
• Enhanced usability for Profit & Loss GL Weekly users by removing the “…YTE” date ranges as those are irrelevant to the Weekly reporting COLUMN CHOOSERs and Weekly reporting CHART CHOOSERs.
• Optimized and sped up the Weekly Roll Up Deletion of previous GL Weekly rollups.
• Resolved the issue of the leading white space on account names in QBD BL causing duplicate account listings when run in conjunction with QBO.
• Resolved the issue of the GI Weekly Rollup missing aggregation weeks on some week boundaries.
• Resolved the issue of GL Weekly Reporting showing 500 error “StartDate is greater than EndDate” when a date range traverses a fiscal year.
• Fixed bugs and resolved issues in the GL Weekly Rollup database scripts and the GIRollupRunner.
• Enhanced usability for P&L GL Weekly report authors by revising so:
  • the user reports hydrate data for their non-January aligned entities.
  • the weekly offsets report as Weeks and not Month(s).
  • this Fiscal YTD and the Last Two Fiscal YTD reports the correct data for the By Year frequency reports.
• Enhanced user experience by revising the text in the Sync app from saying the process should only take 15-45 seconds to more accurately say it should take 5-10 minutes.
• Enhanced Customer Success capabilities by revising the warnings in the Admin Portal -> Update SCoA upload section to help CS managers prevent accidental overwrites of the SCoA with unintended changes.
• Enhanced usability for Report Library users by implementing an “Are you sure” pop-up when trying to un-Pin an Asset from the Pinned tab of Libraries to prevent accidentally unpinning anything relevant by mis-clicking their mouse.
• Resolved issue of broken Last Sync column ascending and descending sort.
• Resolved the issue of the user’s browser displaying a wrong name when the Account Management service is opened directly.
• Revised BluSynergy Account Adapter by replacing the “Suite 475” with “Suite D350” when it sends an address to BluSynergy.
• Refreshed the SSL Security Certificates, including those in the Sync Client.
• Performed quarterly server security and maintenance updates to the Windows Servers and the SQL Server.

*****************************************************************************************************

January 2023

Bug Fixes / Feature or Functionality Enhancements 

ATTENTION: For all GL Weekly entries below, please note that the GL Weekly reporting functionality is scheduled for a late Q3 or early Q4 release.

• Resolved the issue of the GL Weekly non-Sunday aligned “Last Fiscal Year” report returning inaccurate dates. Now it returns relevant and accurate dates as designed.
• Resolved the issue of the “Last 24 Periods” and “Last 12 Periods” not returning correct data. Both options now return correct data for GL Weekly users.
• Resolved the issue of the Cash Flow report in the Report Editor displaying a “GL Weekly” option in the Report Type drop-down. This is not an option, so it no longer appears.
• Resolved the issue of the By Period Last 2 Fiscal TYD returning too many periods. Now it returns only the previous 2 fiscal years and the current fiscal YTD.
• Resolved the issue of the GL Weekly Basic and Libraries Report timing out on the Frequency By Year, Date Range Last Two Fiscal YTD for Thursday Aligned Company. Corrected the issue by adding years by weeks instead of the standard MS DateTime AddYears method.
• Resolved the issue of the By Period ROM not returning GL Weekly by Period data when used in the same reports as the Legacy P&L Weekly by Period ROM when hydrated.
• Resolved the issue of Bulk sync in the Sync Client containing text referencing QBW32.exe. Altered the text in the bulk sync tab of the Sync Client to include QBW.exe.
• Enhanced user experience by limiting the number of new Gallery templates that need to be created for extended sync and allowed the ROMs to be agnostic to each Client’s/Company’s number of syncing years.
• Implemented test suites that check the Basic Reports to assure the date ranges for 3, 4, 5, 6, and 7 year clients all have appropriate selections available in the Basic Reports UX dropdown selection list.
• Revised the P&L Weekly for Week Freq so it will work without being cut off at 230 columns for extended data sync Basic Report Builder authors and users.
• Resolved the issue of report type Offsets not taking the number of syncing years into consideration with how many years were offered in the 4Chart Chooser or Column Chooser. Now it displays the correct week-based offsets for the frequencies that use week-based offsets with the GL Weekly report.
• Enhanced user experience by revising to throw the friendly error message “This combo is not supported” for the Basic Report, Report Editor Preview, and Package Download for invalid file types that don’t yet support GL weekly reporting.
• Revised so the GL Weekly basic report loads for GL P&L Weekly users when Legacy P&L Weekly is not enabled.
• Revised the Totals Frequency for This Fiscal YTD date range to have the correct end date for Thursday aligned GL Weekly clients.
• Revised the by Week, by Total, by Entity, Period Over Period, and by Property frequency offsets to reflect weeks, not months, for GL Weekly Report Type Column Chooser users.
• Added a link to the cancellation policy to the Onboarding and Add Company/Client Pages, and updated the pages with the new 2023 prices.
• Improved user experience by removing the “Settings” link on the Manage > SCOA page that took users back to the top of the page.
• Resolved the issue of Advanced Permission users getting a 500 error when they try to delete an Advanced Permission.
• Resolved the issue of Preview > Excel Exports & Package Excel assets requiring a repair and losing slicers and charts when using the “&” symbol in a slicer.
• Ensured QB Desktop by Class allows for Extended Sync.
• Ensured QB Desktop full file users have access to Extended Sync.
• Ensured the GL Activity syncs for Extended Sync users.
• Ensured that changes the user makes to the Sync Client are backwards compatible with the current sync and GL services.
• Ensured QBO user data syncs for the maximum years available.
• Resolved the issue of the By Entity frequency throwing a “Something went wrong” error on Previews for the GL Weekly P&L.

*****************************************************************************************************