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!
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June 2025
Bug Fixes / Feature or Functionality Enhancements
- Revised so drill-down report actions can now be used in conjunction with dynamic arrays, allowing the user to create one drill-down action that applies to a multitude of cells within the template.
- Revised so dynamically-generated analytical statements are now available for the General Ledger Activity row of the drill-down report(s) dialog, to provide clear context regarding the date range and account name or type in certain circumstances.
- Enhanced Libraries 2.0 filter by adding a new dynamically-rendered drop-down menu allowing the user to filter the Gallery tab by report level.
- Improved database application security by ensuring all service accounts conform to the principle of least privilege to provide a more robust cyber security posture.
- Improved usability by revising so all users can now see and utilize the “Try Libraries 2.0” button, affording them the opportunity to switch to our new enhanced library selection and filtering capabilities.
- Resolved issue preventing users from opening and using the chart chooser from the side bar of the report styler.
- Resolved issue of Qvinci not properly capturing the address during Xero syncing.
- Resolved issue of Qvinci not properly capturing the fiscal start month during Xero Syncing.
- Improved user experience by updating our templates with a new look/style that conforms with our Qvinci brand and forward-looking strategies. These changes do not affect the current template's functionality as they are only format changes. This group’s templates are:
- BvA-By RM + FYTD + Remain + Used (N)
- BvA-By RM + FYTD + Remain + Used (S)
- BvA-By RM FYTD + $ % + Total (N)
- BvA-By RM FYTD + $ % + Total (S)
- BvA-RM v PY & FYTD v PFYTD + $ % (N)
- BvA-RM v PY & FYTD v PFYTD + $ % (S)
- BI-BM - 10% - FYTD + $ % (S)
- BI-BM - 20% - FYTD + $ % (S)
- BI-BM - Avg - FYTD + $ % (S)
- BI-BM - By Entity - 10% - FYTD +% (S)
- BI-BM - By Entity - 20% - FYTD +% (S)
- BI-BM - By Entity - Avg - FYTD +% (S)
- ELIM - Det - By Entity - FYTD (N)
- ELIM - Det - By Entity - FYTD (S)
- ELIM - Det - By Entity - R3M (N)
- ELIM - Det - By Entity - R3M (S)
- ELIM - Det - By Entity - RM (N)
- ELIM - Det - By Entity - RM (S)
- BvA-FYTD - Actual + Budget + $ (N)
- BvA-FYTD - Actual + Budget + $ (S)
- BvA-FYTD - Actual + Budget + $ Diff (N)
- BvA-FYTD - Actual + Budget + $ Diff (S)
- P&L-Det - 3 MO v PY + $ % (N)
- P&L-Det - 3 MO v PY + $ % (S)
- CF-FYTD (N)
- CF-FYTD (S)
- CF-RM and CYTD (N)
- CF-RM and CYTD (S)
- P&L-Det - RM v PY + FYTD v PY + $ % (N)
- P&L-Det - RM v PY + FYTD v PY + $ % (S)
- AA-KPI Ratio Definitions
- BI-Income & Net Income - CYTD v PY
- BI-KPI Auto Ratios, Trends and Forecasting (N)
- BI-Income & Net Income - FYTD v PY
- Resolved issue in the “KPI” tab in the following templates where the "Months of Cash" calculation for the current period was pointing to the prior period and vice versa:
- BI-KPI Auto SC-FYTD v PFYTD + $ (N)
- BI-KPI Auto SC-FYTD v PFYTD + $ (S)
- BI-KPI Auto SC-FYTD v PFYTD + $ + BM (S)
- BI-KPI Auto SC-R3M v P3M + $ (N)
- BI-KPI Auto SC-R3M v P3M + $ (S)
- BI-KPI Auto SC-R3M v P3M + $ + BM (S)
- BI-KPI Auto SC-RM v PM + $ (N)
- BI-KPI Auto SC-RM v PM + $ (S)
- BI-KPI Auto SC-RM v PM + $ + BM (S)
- Improved user experience by updating our templates with a new look/style that conforms with our Qvinci brand and forward-looking strategies. These changes do not affect the current template's functionality as they are only format changes. While these templates are changing mostly look and feel, we also separated the interactive features (i.e., dropdowns) into the "Interact" section. This group’s templates are:
- BI-Performance Dashboard - Big 4 KPI & Top 10 (N)
- BI-Performance Dashboard - Big 4 KPI & Top 10 (S)
- BI-Performance Dashboard - Selectable Periods (N)
- BI-Performance Dashboard - Selectable Periods (S)
- BI-Performance Dashboard - Select Periods - GL (N)
- BI-Performance Dashboard - Select Periods - GL (S)
- BI-Performance Dashboard - Big 4 & Top 10 - GL (N)
- BI-Performance Dashboard - Big 4 & Top 10 - GL (S)
- Resolved issue of "$ Diff" and "% Diff" columns showing an incorrect calculation for the following templates:
- P&L-Det - R3M v P3M + $ % (N)
- P&L-Det - R3M v P3M + $ % (S)
- P&L-Det - RM v PM + $ % (N)
- P&L-Det - RM v PM + $ % (S)
- P&L-Det - RM v PY + $ % (N)
- P&L-Det - RM v PY + $ % (N) - QTAP
- P&L-Det - RM v PY + $ % (S)
- P&L-Sum - RM v PM + $ % (N)
- P&L-Sum - RM v PM + $ % (S)
- P&L-Sum - RM v PY + $ % (N)
- P&L-Sum - RM v PY + $ % (S)
- P&L-Det - FYTD v PY + $ % (N)
- P&L-Det - FYTD v PY + $ % (N) - QTAP
- P&L-Det - FYTD v PY + $ % (S)
- Updated the URL for Qvinci’s PCI Assurance badge to a new URL provided by our compliance authority, ensuring we properly convey our compliance with Payment Card Industry Data Security Standards to our users. Also added the PCI certification assurance card to the onboarding pages where credit card information is entered.
- Resolved issue of inconsistent formatting for negative numbers on BI-performance dashboard templates.
- Templates in the following list were showing a "0" zero when there was no account selected in the selectable account fields. We added "Select Account" to make it clearer that there is an option to select a different account if the user needs to change it.
- BI-Performance Dashboard - Select Periods - GL (N)
- BI-Performance Dashboard - Select Periods - GL (S)
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May 2025
Bug Fixes / Feature or Functionality Enhancements
- Resolved issue with QuickBooks Online authentication logging that sometimes caused QBO syncs to fail to start.
- Improved user experience by updating our templates with a new look/style that conforms with our Qvinci brand and forward-looking strategies. These changes do not affect the current template's functionality as they are only format changes. This group’s templates are:
- P&L-GL - Prior 13 WK Quarter vs SPLY + $ (N)
- P&L-GL - Prior 13 WK Quarter vs SPLY + $ (S)
- P&L-GL - Prior WK vs SPLY + $ (N)
- P&L-GL - Prior WK vs SPLY + $ (S)
- P&L-GL - This 13 WK Quarter vs SPLY + $ (N)
- P&L-GL - This 13 WK Quarter vs SPLY + $ (S)
- Resolved issue where some Gallery templates were not showing up in the new Libraries 2.0 Gallery.
- Resolved issue for BI-Performance Dashboard - Selectable Periods template Customer's copy. Income or profit based accounts had a calculation issue when these accounts had a negative number in previous period and moved to a positive number on current period that was reflective of a negative outcome.
- Resolved issue where template "BS-RM v PM +$ (S)" had additional cell format outside of the report area in a specific cell.
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April 2025
Bug Fixes / Feature or Functionality Enhancements
- Enhanced functionality by updating so Gallery template creators can link certain cells of a Gallery template to other Gallery templates via a click-through to enable more drill-down interrogation abilities.
- Performed quarterly server, storage, and security maintenance Q1 2025 (Jan-Mar 2025).
- Enhanced user experience by updating “Samples” for new published templates. These changes do not affect the current template’s functionality as they are only format changes. This groups templates are:
- BS-R3M + P3M + SPPY (N)
- BS-RFYTD + SPPY (N)
- BS-RM (N)
- BS-RM (N) - QTAP
- BS-RM (S)
- BS-RM + PM + SPPY (N)
- BS-RM v PM + $ (N)
- BS-RM v PM + $ (S)
- BS-RM v PY + $ (N)
- BS-RM v PY + $ (S)
- BS-RM vs SPAY (N)
- BS-RM vs SPAY (S)
- P&L-Det - R3M v P3M + $ % (N)
- P&L-Det - R3M v P3M + $ % (S)
- P&L-Det - RM v PM + $ % (N)
- P&L-Det - RM v PM + $ % (S)
- P&L-Det - RM v PY + $ % (N)
- P&L-Det - RM v PY + $ % (N) - QTAP
- P&L-Det - RM v PY + $ % (S)
- P&L-Sum - RM v PM + $ % (N)
- P&L-Sum - RM v PM + $ % (S)
- P&L-Sum - RM v PY + $ % (N)
- P&L-Sum - RM v PY + $ % (S)
- Enhanced functionality by updating so that account action properly determines account or list of accounts to filter the drill-down report with for drill-down action creators and users.
- Improved reliability and stability of Xero linking and syncing by updating the Xero OAuth2 SDK to the latest stable version (10.0).
- Resolved issue where Xero entities sometimes could not be disconnected, reconnected, or deleted due to issues with the OAuth 2 authorization.
- Enhanced usability by revising our General Ledger syncing process to be able to synch significantly larger General Ledgers.
- Enhanced user experience by removing future dates from the Report Styler’s Custom Date Range dropdown (part of the Column Chooser) to prevent unhandled date range combinations.
- Improved security by ensuring that all references to the Qvinci corporate website use SSL.
- Updated the Intuit QuickBooks "IPP" Software Development Kit to the "latest stable version" from Intuit, in advance of Intuit's announcement that they will no longer support any earlier versions after July 31, 2025.
- Resolved concatenation issue that had potential of blocking users from accessing the Libraries page.
- Enhanced usability by reducing the number of files kept for retrying merges, to improve merge performance when Intuit QuickBooks Online is having issues.
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March 2025
New Feature Releases
- As part of Qvinci's continuous improvement, our templates have a new look/style that conforms with our brand and forward-focused strategies. These changes do NOT affect the current templates functionality as they are only format changes. These updates will be made by group of similar reports and the list below is part of this group. The majority of the changes were made in the headers or columns of the report tabs and some of those changes include A) more readable column headers B) Qvinci colors C) conditional formatting and column titles. The group’s formatting and column titles:
- P&L-Det - FYTD + % (N)
- P&L-Det - FYTD + % (S)
- P&L-Det - FYTD v PY + $ % (N)
- P&L-Det - FYTD v PY + $ % (N) - QTAP
- P&L-Det - FYTD v PY + $ % (S)
- P&L-Det - R3M + % (N)
- P&L-Det - R3M + % (S)
- P&L-Det - R3M + P3M + SPPY (N)
- P&L-Det - R3M + Total (N)
- P&L-Det - R3M + Total (S)
- P&L-Det - RFYTD + SPPY (N)
- P&L-Det - RM + % (N)
- P&L-Det - RM + % (S)
- P&L-Det - RM + PM + SPPY (N)
- P&L-Det - WK - 6 Weeks + Total (N)
- P&L-Det - WK - 6 Weeks + Total (S)
- P&L-GL-Det - 13 WK RP By 4 & 5 WK RPs + Total (N)
- P&L-GL-Det - 13 WK RP By 4 & 5 WK RPs + Total (S)
- P&L-GL-Det - 13 WK RP By WK + Total (N)
- P&L-GL-Det - 13 WK RP By WK + Total (S)
- P&L-GL-Det - By WK 4 or 5 WK RP + Total + % (N)
- P&L-GL-Det - By WK 4 or 5 WK RP + Total + % (S)
- P&L-GL-Det - By WK Last 13 WKs + Total (N)
- P&L-GL-Det - By WK Last 13 WKs + Total (S)
- P&L-GL-Det - FYTD By 13 WK Periods + Total (N)
- P&L-GL-Det - FYTD By 13 WK Periods + Total (S)
- P&L-GL-Det - FYTD By 4 & 5 WK RPs + Total (N)
- P&L-GL-Det - FYTD By 4 & 5 WK RPs + Total (S)
- P&L-GL-Det - FYTD by WK + Total (N)
- P&L-GL-Det - FYTD by WK + Total (S)
- Introduced a new template called "BI- Breakeven and What-if Analysis" that can be run as Native (N) or SCoA (S). The main purpose of this template is to give our Qvinci Gallery Template's users a powerful tool that uses their Entity's Reporting Month, Reporting 3 Months and Fiscal YTD P&L Data to create automatically a Breakeven analysis, and give the ability to the user to display "What if" scenarios by interacting with the template using selectable periods dropdown, Editable % Of Income fields, and selectable Cost accounts. This template includes Quick Start instructions as well as visual representation of how breakeven analysis works.
- NOTE: This templated currently cannot be added to a package.
- Added new template, “BI-BvA RM + FYTD,” to the Qvinci Gallery, now providing both periods Calendar Year and Fiscal YTD. This template's purpose is to analyze last month's performance and Fiscal Year to Last Month performance.
- Added new template, “BI-Income & Net Income - FYTD v PY,” to the Qvinci Gallery. This template previously had Calendar YTD and now has period Fiscal YTD, as well as displays separate bar charts that show Income and Net Income with a comparison between This FYTD vs Last FYTD, including a variance number represented with a trend line.
- Revised the Accounting Calendar to allow only one "default" calendar, reducing complexity and ensuring expected behavior.
- Modified Admin Portal report for Active Users to include Email Count for the past 30 days.
- Enhanced Gallery Template Manager in Admin Portal with new update feature that allows for quickly updating published gallery reports without the need for Development Team assistance.
- Enhanced the Gallery Template Manager of the Admin Portal with the capability to publish to both Gallery 1.0 and 2.0 simultaneously.
- Revised sync processing to accommodate a QBO API change from Intuit, wherein Totals rows were sometimes returned with the new "Modern" view as "Total for" instead of simply "Total."
Bug Fixes / Feature or Functionality Enhancements
- Updated the Xe.com API URL based on their latest instructions to improve the reliability and security of our currency conversion feed. This helps ensure exchange rates stay accurate and up to date.
- Removed deprecated demo URLs from the source code.
- Removed all automated demo data creation scripts/references for old demo accounts.
- Completed quarterly security and updated maintenance on our General Ledger service to assure ongoing uninterrupted services.
- Upgraded the Linux Platform version for the Content Security Policy server to provide all current security and optimizations available.
- Resolved potential data issues with database MONEY datatype fields, which now allows 0 values to be imported/sync'd for Aging Reports and Financial Reports in order to prevent errors when converting non USD values to USD but that are less than .0001 USD.
- Resolved issue of broken “Sync Help” link embedded in the daily sync e-mails not navigating to the correct help article.
- Resolved issue that prevented changing the reporting bases between Cash and Accrual in the Admin Portal.
- Removed code responsible for inserting and managing demo data to ensure properly cleanup of outdate demo data and context.
- Enhanced the Report Execution history with the capabilities of tracking franchise context with report execution, to provide more in depth analytics.
- Resolved issue where the Breakeven analysis template inside a package did not function properly due to accounts with "&" character.
- Corrected Template: We currently have "BI-BvA RM + CYTD" template in the gallery, but its macros are using "FYTD" instead of "CYTD", so we have corrected the macros and published a new version.
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February 2025
New Feature Releases
- New template: "BI-Income & Net Income - FYTD v PY" has been added to the Qvinci Gallery. We previously had this template for Calendar YTD, and now adding the period Fiscal YTD. This template displays 2 separate bar charts that show Income and Net income with a comparison between This FYTD vs Last FYTD, including a variance number represented with a trend line.
Bug Fixes / Feature or Functionality Enhancements
- Added the ability to run monthly profit and loss reports based off of synced GL data. This reports are currently labeled "GL Monthly Profit and Loss" and can be run as a basic report or library report. This feature is currently hidden for all users by default but can be activated for a franchise with an account flag.
- Added the ability to run monthly profit and loss reports based off of synced GL data. This reports are currently labeled "GL Monthly Profit and Loss" and can be run as a basic report or library report. This feature is currently hidden for all users by default but can be activated for a franchise with an account flag.
- Added new report validation tools to help verify the numbers of our General Ledger generated monthly reports.
- Added currency conversion for Xero reports:
- "P&L Monthly"
- "Balance Sheet"
- "Accounts Receivable Aging"
- "Accounts Payable Aging"
- "Ratios"
- "Ranking"
- "Peer Benchmarking: P&L- Monthly & Balance Sheet"
- Resolved issue wherein some Balance Sheet accounts for Xero entities reported with incorrectly applied positive values.
- Optimized queries to reduce issues with multiple syncs trying to utilize the same resources and causing contention/locking while improving overall system sync processing performance.
- Reduced contention across system when syncing (specifically in the step that removes old data before adding new data) and when users initiate deletes/disconnect of files, franchises, or financial data.
- Improved performance, reduce retries, and ensure more accurate results by implementing improvements to reduce deadlocks for database queries that affect Xero overnight sync processing.
- Applied quarterly security, maintenance, and storage updates to the web, application, and database servers.
- Upgraded MS SQL to the latest reliable version at AWS to assure ongoing database security and stability.
- Resolved issue of newer customers not being automatically upgraded to new versions of the Sync Client.
- Upgraded Mescius spreadsheet controls to the latest v18.0.2 to improve performance, reliability, and browser compatibility. Additional Release Notes from vendor SpreadJS.
- Resolved performance issues while searching a large number of rows and columns.
- Resolved the inconsistent calculation results of the array formulas.
- Resolved the issues with importing Excel files into SpreadJS., Excel, .Net
- Fixed the performance issue in template processing.
- Revised for non-USD Expense Signs in P&L Reports. This update resolves issue where Xero files with a non-USD base currency (e.g., JPY (Xero) ⇒ USD (Qvinci)) were reporting Expense, COGS, and Other Expense values with incorrect signs. Now, sign flipping applies correctly only when Xero’s base currency is non-USD, ensuring accurate Profit & Loss reporting.
- Resolved issue wherein report authors importing Excel files that include "Data Bar" conditional formatting rules, where the negative bar color is set to the "Apply Same as..." setting, could no longer preview that template.
- Updated target entities for various QuickBooks Desktop and Xero currency conversion unit tests.
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January 2025
New Feature Releases
- New BI-Ranking templates below have been created based on existing Qvinci Gallery BI-Ranking Selectable Periods templates. The difference is that these new templates have been adapted to P&L GL Weekly.
- BI-Ranking - Select Periods + $ + % - GL WK (N) and (S)
- BI-Ranking + BM - Select Periods + $ + % - GL (N) and (S)
- New Dynamic Report checkbox in Report Editor > Report Options, in Libraries 2.0, to denote the report can be run with either SCoA or No SCoA (if checkbox is checked). Account mapping for a dynamic report can be saved individually in Package Editor 2.0.
- Report Editor Preview in Libraries 2.0 for a Dynamic report, comes as two separate buttons, Preview SCoA and Preview No SCoA to run in the respective Account Mapping setting, just like in Libraries page. Non-Dynamic report has one Preview button, either Preview SCoA or Preview No SCoA based on setting.
- Enhanced user experience by optimizing load times in Libraries 2.0 to reduce delay when filtering and loading library assets. The Sample Report window, previously accessible only from the Sample column in the Gallery Tab of Libraries 2.0, is now also available in the Multi-Pin and PE 2.0 areas, providing expanded access to all Libraries 2.0 users.
- Improved usability by reducing the size of the Gallery Sample button in Libraries 2.0 Gallery tabs to ensure symmetry between grid rows of Libraries 1.0 and 2.0.
- Resolved issue for accounts not loading for an entity when data exceeded size limitations by limiting the data being selected to only necessary data, when creating/editing elimination.
- Resolved issue that was causing GL Weekly reports using SCOA accounts with cross-account mapping to misplace line items in the report. (QDC-20570)
- Improved sync processing speed and reliability by reducing complexity and network traffic when queuing sync workloads.
Bug Fixes / Feature or Functionality Enhancements
- Added support for new currencies (SLE, VED, ZWG) and improved access to historical currency information. Removed obsolete currencies (SLL, VEF, ZWD, ZWL).
- Added Currency Conversion for Xero reports:
- "Ratios"
- "Ranking"
- "Peer Benchmarking: P&L- Monthly & Balance Sheet"
- Improved performance, reduced retries, and ensured more accurate results by reducing deadlocks for database queries that affect overnight sync processing.
- Enhance customer experience by constructing for Solution Consultants a new set of demo files and data across three verticals, and which is multi-synced into each SC-person's demo login.
- Resolved issue the templates below had in the "Top 10 Expenses" report, related to having more than 1 Expense or COGS accounts with the exact same amount, as the report was only displaying 1 of them. With this fix, the report now displays all accounts even with the same amount if they are part of the Top 10 Expenses/COGS.
- BI-KPI Auto SC-FYTD v PFYTD + $ (N)
- BI-KPI Auto SC-FYTD v PFYTD + $ (S)
- BI-KPI Auto SC-FYTD v PFYTD + $ + BM (S)
- Resolved issue with the “YOY tab in the BI KPI Scorecard Gallery templates (below) wherein the automated function (%%Reportentities%%) that displays the Entities in the report was incorrect. Now the “YOY” tab shows the correct entities reported.
- BI-KPI Auto SC-FYTD v SPLY - GL Weekly + $ + % (N)
- BI-KPI Auto SC-FYTD v SPLY - GL Weekly + $ + % (S)
- BI-KPI Auto SC-R3M v P3M + $ (N)
- BI-KPI Auto SC-R3M v P3M + $ (S)
- BI-KPI Auto SC-R3M v P3M + $ + BM (S)
- BI-KPI Auto SC-RM v PM + $ (N)
- BI-KPI Auto SC-RM v PM + $ (S)
- BI-KPI Auto SC-RM v PM + $ + BM (S)
- BI-KPI Auto SC-RW v SPLY - GL Weekly + $ + % (N)
- BI-KPI Auto SC-RW v SPLY - GL Weekly + $ + % (S)
- Resolved issue of Qvinci Gallery template "BI-Entities at Risk / Best Performers Analysis (S)" preventing the numbers for Reporting 3 Months and Reporting FYTD to display.
- Enhanced usability by revising so Libraries 2.0 Preview now has two buttons for a dynamic report, to run either in SCoA or No SCoA setting and one button for a non-dynamic report to run in the saved Account Mapping.
- Fixed failing unit tests that are sensitive to the start of a new calendar year.
- Modified the Trial Balance currency conversion rules to align with Balance Sheet rules.
- Fixed recent regression issue with Trial Balance currency conversion. Trial Balance for QuickBooks and QuickBooks Online are now converting correctly per the "point in time" calculation. Date at end of date range for historic date ranges and "today" (date of sync) for current month.
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