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!

September 2025

Bug Fixes / Feature or Functionality Enhancements 

• Shapes are now supported in templates and can be inserted by Insert > Shapes in Report Editor top ribbon.
• Improved Qvinci Report Service performance by 5% to 60% depending on the template, by reducing loading times, especially on reports run with a large amount of Locations.
• The 'As of Week' dropdown selector has been enhanced so that the weeks are now labeled with their corresponding period number.
• To enhance security, reduced the Multi Factor Authentication 'Remember Me' time to 14 days.
• Better messaging for Peer Benchmarking report users with certain permissions that attempt to run the report with less than 11 Entities WITH DATA for the desired date range.
• Period selected indicator has been added to the line charts of the BI Performance dashboards listed below. This indicator is represented with a black arrow up in the specific month that matches the period selected. Templates with this change: ()
  • BI-Performance Dashboard - Selectable Periods (S)
  • BI-Performance Dashboard - Selectable Periods (N)
  • BI-Performance Dashboard - Select Periods - GL (N)
  • BI-Performance Dashboard - Select Periods - GL (S)
• Resolved issue where Conditional Formatting overwrites font style, font name, etc. on template hydration.
• Templates below had a zoom setting different than 100%, and all templates need to have the same setting when they are opened. The zoom has been set to 100%.
  • BI-Performance Dashboard - Big 4 KPI & Top 10 (N)
  • BI-Performance Dashboard - Big 4 KPI & Top 10 (S)
• Template below had an unnecessary formula in the title of the report. The issue has been fixed. Template:
  • BI-What If - Forecast Startup Template (N)
• The template below is a Level 3 template that had an issue when trying to drill down on the percentage's columns, as it wasn't able to retrieve the relevant entity to use as filter in the drilldown target report. This issue has been fixed and now drilldowns on percentages works.
  • BI-Entities at Risk / High Performers (S) L3
• Changes to Conditional Formatting function were made to make it work in a similar way to Excel. This avoids the need to create multiple rules when fewer rules are sufficient. This change affected some or our templates in the gallery, which are now fixed/updated as well. Templates affected and fixed:
  • 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)
  • P&L-Det - RM and FYTD + % (N)
  • P&L-Det - RM and FYTD + % (S)
  • P&L-GL - By Entity - FYTD + % + Total + % (N)
  • P&L-GL - By Entity - FYTD + % + Total + % (S)
  • BvA-RM V PY & FYTD V PFYTD + $ % (N)
  • BvA-RM V PY & FYTD V PFYTD + $ % (S)

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August 2025

Bug Fixes / Feature or Functionality Enhancements 

• Templates listed below had an issue with a calculation that was affecting the charts. The issue happened when 2 or more Accounts had the exact same amount and only one of them displayed in the Top 10 (Income, COGS or Expense). The issue has been resolved and all accounts now display in the charts.
  • BI-Performance Dashboard - Big 4 & Top 10 - GL (N)
  • BI-Performance Dashboard - Big 4 & Top 10 - GL (S)
  • BI-Performance Dashboard - Big 4 KPI & Top 10 (N)
  • BI-Performance Dashboard - Big 4 KPI & Top 10 (S)
• A bug was resolved in the following templates. If a specific account changed from a number to zero (-100% decrease) it was showing 0% or the opposite if an account changed from zero to a number (100% Increase) it was showing 0%. This formula has been corrected to reflect correct percentage change.
  • BI-Performance Dashboard - Select Periods - GL (N)
  • BI-Performance Dashboard - Select Periods - GL (S)
  • BI-Performance Dashboard - Selectable Periods (N)
  • BI-Performance Dashboard - Selectable Periods (S)
• Resolved issue of template "BI-KPI Ratios - FYTD v PY" displaying incorrect number of "Months of Cash". (QDC-21381)
• As part of Qvinci's continuous improvement, we are giving our templates a new look/style that conforms with our Qvinci brand and forward looking strategies. It is important to mention that these changes do not affect the current template's functionality as they are only format changes. The following list of reports/templates from this grouping of similar reports have been identified to receive these changes:
  • 1. BI-Ranking - Selectable Periods + $ + % (N)
  • 2. BI-Ranking - Selectable Periods + $ + % (S)
  • 3. BI-Ranking + BM - Selectable Periods + $ + % (N)
  • 4. BI-Ranking + BM - Selectable Periods + $ + % (S)
  • 1. BI-What If - Cashflow & Forecasting Optimizer (N)
  • 2. BI-What If - Forecast Startup Template (N)
  • 1. BI-Ranking - Select Periods + $ + % - GL WK (N)
  • 2. BI-Ranking - Select Periods + $ + % - GL WK (S)
  • 3. BI-Ranking + BM - Select Periods + $ + % - GL (N)
  • 4. BI-Ranking + BM - Select Periods + $ + % - GL (S)
• The Samples Screenshots were updated in the Qvinci Gallery Templates, after updating the templates with the new Qvinci Style. These samples/screenshots help the user to have a quick view or "Sample" of how the report looks like without having to Preview/run.
• Improved the QuickBooks Online by Class and Xero By Class unit tests that were volatile and gave false failures.
• Separated read and update database logic when determining the next location to sync to improve overnight sync performance and reliability by reducing database contention related to sync processing.
• BI Ranking reports below had unnecessary macro, which is only used on L3 (Interrogation) templates, but these templates don't need that macro, so removed macro to avoid performance issues.
  • BI-Ranking - Selectable Periods + $ + % (N)
  • BI-Ranking - Selectable Periods + $ + % (S)
  • BI-Ranking + BM - Selectable Periods + $ + % (N)
  • BI-Ranking + BM - Selectable Periods + $ + % (S)
• Libraries 2.0 is now the default library version for all users. Libraries 1.0 has been removed.
• As part of Qvinci's continuous improvement, we have created a new category of reports and technology. This technology (Level 3 - Interrogate), will give the user the ability to drilldown/clickthrough on data points inside the report. Reports/Templates included in this drilldown flow (Drill down to GL included as needed.):
  • BI-Entities at Risk / Best Performers (S) L3 (Analytics Flow Starts with this Template)
  • BI-KPI Auto SC-FYTD v PFYTD + $ + BM (S) L3 (Analytics Flow Starts with this Template)
  • BI-Ranking - Selectable Periods + $ + % (S) L3 (Analytics Flow Starts with this Template)P&L-Det - By RM - FYTD + Total % (S) L3
  • P&L-Det - By Entity - FYTD + % (S) L3
  • BI-BM - Avg - FYTD + $ % (S) L3
  • BI-BM - 20% - FYTD + $ % (S) L3
  • BI - P&L Account Trend Analysis (S) L3
  • BI- Breakeven and What-if Analysis (S) L3
  • P&L-Det - FYTD v PY + $ % (S) L3
  • P&L-Det - RM v PY + $ % (S) L3
  • BI - P&L Account Trend Analysis (S) L3
  • BI- Breakeven and What-if Analysis (S) L3
  • BI-BM - 20% - FYTD + $ % (S) L3
  • BI-BM - Avg - FYTD + $ % (S) L3
  • P&L-Det - By Entity - FYTD + % (S) L3
  • P&L-Det - By RM - FYLY + Total % (S) L3
  • P&L-Det - By RM - FYTD + Total % (S) L3
  • P&L-Det - FYTD v PY + $ % (S) L3
  • P&L-Det - RM v PY + $ % (S) L3
  • P&L-Det - Rolling 12 Mo (S) L3
  • CF-RM and CYTD (S)
• Improvements to the Qvinci Styled Report System were made that resulted in slightly faster report preview times, especially with reports run with many entities. This is the first of several such improvements to be made in the coming months.
• Improved efficiency and accuracy of File Sync selection process to ensure invalid files are excluded from selection criteria, specifically those that require user intervention to reset authorization, to improve overnight syncing performance and reliability.
• Updated the DigiCert Code Signing Certificate for building the Qvinci Sync Client to a newer certificate to improve security and reduce the chance that sync client downloads or installations are not rejected by virus scanners or firewalls.
• "Level 3 Interrogate" templates are Gallery templates that include our new technology to drilldown/clickthrough on a specific data point in a report, which in turn will present a suggested list of relevant reports to follow analytical trails to uncover deeper financial insights.
• Revisions to the Level 3 (Interrogate) templates listed below have been made to be able to drilldown on the "Average" or "Top 20%" columns and show the correct entities from the data point.
  • BI-BM - Avg - FYTD + $ % (S) L3
  • BI-BM - Top 20% - FYTD + $ % (S) L3
• With the new changes to the templates to add the drilldown (L3 - Interrogate) technology, this affected the way the original Break even analysis formulas worked. The charts that represent the breakeven analysis depend on those formulas and so the chart was showing incorrect numbers or no numbers at all. This issue has been corrected for the following template.
  • BI- Breakeven and What-if Analysis (S) L3
• Resolved issue where users could only save dynamic account mapping variants of BI-What If - Forecast Startup Template (N) causing undo confusion in their Mine tab.
• Updated Pricing on the 4 Sales 2025 Order Worksheets.
  • For Accountants
  • For Dioceses
  • For Franchises
  • For Multi-units
• There was an issue with the templates in the following list by using "%%ReportEntities%%" macro in combination with drilldown capabilities, as this macro brings all entities filtered but not specifically Entities with Data only. We fixed this issue by using formulas to consolidate all entities with data in the report, this way the drilldown capability will work as intended.
• Bug fix for "BI- Breakeven and What-if Analysis (S) L3" (Interrogation) template. Total Income, Under "What If" section had drilldown enabled incorrectly. This has been fixed.
• Resolved issue found in "BI- P&L Account Trend Analysis" Template. In order to filter in the specific account: "Net Other Income" the template has to recognize "Other Income/Expense" as the criteria to filter. This is a total account and the system will recognize it as "Other Income/Expense" instead of "Net Other Income" when clicking on a drilldown enabled cell.
• Bug/Issue found in "BI- P&L Account Trend Analysis" Template. In order to filter in the specific account: "Net Ordinary Income" the template has to recognize "Ordinary Income/Expense" as the criteria to filter. This is a total account and the system will recognize it as "Ordinary Income/Expense" instead of "Net Ordinary Income" when clicking on a drilldown enabled cell.
• Upgraded Mescius Spreadsheet controls to the latest v18.2.0 to improve performance, reliability, and browser compatibility.
• To enhance security, reduced the Multi Factor Authentication 'Remember Me' time to 14 days.
• Fixed issue where Conditional Formatting overwrites font style, font name etc on template hydration.
• Templates below had a zoom setting different than 100%, and all templates need to have the same setting when they are opened. The zoom has been set to 100%.
• Changes to Conditional Formatting function were made to make it work in a similar way to excel. This avoids the need to create multiple rules when fewer rules are sufficient. This changes affected some or our templates in the gallery, which are now fixed/updated as well. Templates affected and fixed:
  • 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)
  • P&L-Det - RM and FYTD + % (N)
  • P&L-Det - RM and FYTD + % (S)
  • P&L-GL - By Entity - FYTD + % + Total + % (N)
  • P&L-GL - By Entity - FYTD + % + Total + % (S)
  • BvA-RM V PY & FYTD V PFYTD + $ % (N)
  • BvA-RM V PY & FYTD V PFYTD + $ % (S)

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July 2025

Bug Fixes / Feature or Functionality Enhancements 

• Admin Portal Gallery Template Manager Update process now shows the saved Report Level in the Report Level drop down, not the default Level 1.
• Reset Filter button now displays, and resets Report Level when clicked, if a user has selected a Report Level option on Lib 2.0.
• Resolved issue wherein users searching after selecting one of the three report levels where being given incorrect results.
• Updated internal currency list by replacing obsolete ANG (Dutch Guilder) with its successor XCG (Caribbean Guilder).
• Added additional columns to the Qvinci admin portal "Account Map Metrics" report to help the Customer Success team assess and manage potential issues with locked financial account mappings interacting with Cross Account Type Mapping and General Ledger drill down.
• Audited database authorizations to assure and protect against potential Security vulnerabilities.
• As part of Qvinci's continuous improvement, we are giving our templates a new look/style that conforms with our Qvinci brand and forward looking strategies. It is important to mention that these changes do not affect the current template's functionality as they are only format changes. The following list of reports/templates from this grouping of similar reports have been identified to receive these changes:
  • P&L-GL - By Entity - FYTD + % + Total + % (N)
  • P&L-GL - By Entity - FYTD + % + Total + % (S)
  • BI-KPI Ratios - FYTD v PY
  • BI-KPI Ratios - RM v PM
  • BI-KPI Ratios - RM v PY
  • BI-Expense Analysis - CYTD vs PY + %
  • BI-Expense Analysis-FYTD + PFYTD + PFY % of Income
  • BI-Expense Analysis-R3M + P3M + PY + % of Income
  • BI-Expense Analysis-RM + PM + PY + % of Income
  • P&L-Future Budget - By Entity + $ (S)
  • P&L-GL - By Entity - FYTD + Total (N)
  • P&L-GL - By Entity - FYTD + Total (S)
  • BI-BvA RM + CYTD
  • BI-Trend Analysis - CYTD + PY
  • BI-BvA RM + FYTD
  • Turnkey Advisor Program Overview
  • AA-Cover & Disclosure - 2 Pages
  • AA-Cover Page
  • AA-Cover Page C
  • AA-Cover Page E
  • AA-Disclosure Page
  • AA-Understanding BI Reports (CPA)
  • AA-Understanding BI Reports (Fran)
  • BS-AP Aging Summary
  • BS-AP Aging Summary - QTAP
  • BS-AR Aging Summary
  • BS-AR Aging Summary – QTAP
  • BS-By Entity - RM + Total (N)
  • BS-By Entity - RM + Total (S)
  • BvA-By Entity FYTD + $ % (N)
  • BvA-By Entity FYTD + $ % (S)
  • BvA-FYTD + $ % (N)
  • BvA-FYTD + $ % (S)
  • BvA-FYTD v Budget + Remain + Used (N)
  • BvA-FYTD v Budget + Remain + Used (S)
  • P&L-Future Budget - Yearly, Quarterly, Monthly (N)
  • P&L-Future Budget - Yearly, Quarterly, Monthly (S)
  • P&L-GL - Prior 4-5 WK RP by WK vs SPLY (N)
  • P&L-GL - Prior 4-5 WK RP by WK vs SPLY (S)
  • Trial Bal - By Entity – RM
• Resolved a small formatting issue outside of the report in a single cell, which had Blue Background Fill instead of being No Background Fill.
  • BS-RM v PY + $ (N)
  • BS-RM v PY + $ (S)
• Access to the Profit & Loss GL Weekly report and Accounting Calendar is now determined solely by the "Weekly Reporting (Accounting Calendar):" setting on Client screen of Admin Portal (GLWeeklyEnabled setting in DB). The prior beta flag requirement has been removed to streamline access for eligible users.
• Improved the performance of Xero sync operations by at least a factor of two by removing redundant Xero API calls. Xero syncs now run a lot faster.
• Applied quarterly security, maintenance, and storage updates to the Web, Application, and Database servers.
• Completed quarterly security and update maintenance on our General Ledger service to ensure ongoing uninterrupted services.
• Upgraded Microsoft SQL database servers to the latest reliable version at AWS to assure ongoing database security and stability.
• Resolved issue where account header rows for Profit & Loss GL Weekly reports would not show 0 values in certain conditions in the following templates:
  • P&L-GL - By Entity - FYTD + % + Total + % (N)
  • P&L-GL - By Entity - FYTD + % + Total + % (S)
• Resolved issue where the Ranked / Not Ranked UI selector in these reports obscured the "As of Date" and "As of Week" filtering pull-down menus.
• Resolved issue where Level 3 Interrogation reports were displayed in the Package Editor report chooser, when the user is in Lib 1.0 creating a NEW package. The Level 3 Interrogation reports should only be visible in Lib 2.0
• All templates in the Qvinci Gallery have a new classification related to "Reporting Level" described briefly as follows:
  • Level 1 – Inquire: View and share predefined reports with key financial insights filtered by entity and date range.
  • Level 2 – Interact: Explore dynamic reports using dropdowns to change periods, metrics, and what-if scenarios for deeper insights.
  • Level 3 – Interrogate: Drill into, interrogate data points, and follow analytical trails to uncover deeper financial insights in real-time.
• "Level 3 Interrogate" templates are Gallery templates that include our new technology to drill down/click through on a specific data point in a report, which in turn will present a suggested list of relevant reports to follow analytical trails to uncover deeper financial insights.

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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.