•When the Security Group restricted access to Maintain Financial Reports, after opening Print Financial Statements, Maintain Financial Reports became available.

•If the Company Profile is set to use “North American Address?, Import Projects will validate State/Province. If Country is imported, it will also be validated.

•If 'North American Address?' is selected, the states for Mexico will be normalized to the 2 character state.

•The Country list that will be normalized when 'North American Address?' is selected has been expanded to include more countries.

A new option has been added to the Company Profile, System Options tab to work with ‘North American Address?’: ‘Normalize Country To’. The options are: Full name, 2 character ISO, 3 character ISO and Never.

For editing or importing Projects, if the Country is recognized, variations on Country codes are standardized based on this setting.

Eg. For the Default setting: Full name, CA or CAN become Canada.

Version 9.3A | 2019-07-20 (Jul. 20, 19)

9.3A release notes

·          Compatible with Adagio DocStore.

·          The Adagio Login dialog permits browsing to a UNC. The Create database button is hidden unless “/C” is included on the command line. New databases are created with the extension “ADB” or the extension used by existing modules in the selected Folder.

·          A “Backup” button has been added to the Adagio Toolbar. Backup Options select whether the button saves the module data, related data or the entire database and whether exclusive access is required for the backup to proceed. The backup now includes the Automation Batch Folder.

·          Backup options enable automatic or prompted backups prior to performing any critical function such as batch posting or period end functions. You can choose the number of backups that will be saved.

·          Only a single instance of Calculator will be launched when the Calculator button is clicked.

·          User preferences have been added to control the behaviour of double clicking in a Dialog field. You can also choose to apply banding to those grids that do not display Styles and choose a date format to use in the Adagio Grid.

·          Installs \Softrak\System\AdagioLauncher.EXE and associates the application with “ADB”, “SAM” and “AMC” extensions. AdagioLauncher will automatically launch the correct Adagio module or the Financial Reporter if an Adagio file is double clicked in a Folder. The user will be prompted to log in.

Version 9.2B | 2017-02-18 (Feb. 18, 17)

9.2B release notes

·    Print the Trial Balance and Detail Listing reports to Excel using ExcelDirect.

·    Added ExcelDirect buttons to the batches, entries and details grids.

·    Added an option to print a General Ledger Distribution Summary on the Posting Journals.

·    Added a subtotal of Units by period on the GL Detail Listing.

·    All Fiscal Period finders now show all 12 (or 13) periods.

·    Added a Find to the Edit Departments function.

·    Updated for Adagio Cloud.

·    The finder on the GL Department field is now restricted to the departments for the account selected.

·    The GL Department Description is now available to be added to the GL Account finder with the Column Editor.

Enhancements in Financial Reporter

·    New SmartSheet commands “.Sort”, “.SortCase” and “.SortEnd” are available to sort a section of a financial statement into alphabetical (or some other) order.

·    The new Header/Footer code “$G” is now available to print the UTC date and time in the section.

·    Expression Notepad added to improve the entry of complex formulas.

·    "Pin" fiscal periods and Department choices so that they are applied to every sheet in the financial statement.

·    Conditional cell formatting using Styles and the formula editor.

·    Allow an arbitrary selection of fiscal periods from the currently selected and previous years to sum amounts. Net Changes, Budgets, Forecasts, Statistical Units and Provisionally posted amounts can now be easily summed over arbitrary fiscal periods.

·    GLUPDATE() has an optional additional parameter to select the Budget Year to update. "1" updates the previous year's budget figures.

·    When drilling down into transactions, the displayed Grid will be banded according to the User Preference settings for color and banding frequency.

Version 9.2A | 2015-09-03 (Sep. 3, 15)

9.2A release notes