Enhancements & Revisions


Adagio FX 9.3B


March 25, 2021


    General New Features

    ·    FX 9.3B will require Lanpak 9.3B

    ·    In Edit Styles, it is now possible to limit the list of Adagio Styles to those that are App specific and Generic. Make sure the program prefix is the first 2 characters of Style code description. If this option is selected, when you create a new filter, the Style codes available will be limited to match the application prefix.

    ·    A new grid search process is available to use for most grids, accessible from the Control-F keyboard shortcut. Similar to filters, you can restrict displayed rows that meet defined search criteria.

    ·    Budgets and Forecasts now support being locked from editing not only for the Current and Next Fiscal years, but also for historical years and for any additional future budget years.

    ·    Locking budgets and forecasts now includes the ability to prevent changing values for historical years.

    ·    When Adagio DocStore is integrated, report sets can now be emailed to selected recipients, with PDF or Excel file attachments for each report.

    ·    Phone numbers for Company Information and Project records can be formatted with the standard North American layout.

    ·    Project codes can now be created to attach to transactions, with user-defined terminology. Retrieve Transactions from Adagio Ledger with project values. Import project codes on Transactions. Print a Project Transactions report to list posted details to specified projects.

    ·    When Project Tracking is enabled, Optional Fields are available to include with Project Codes. Optional text field values can be edited from the File menu.

    ·    If a user has access to the Maintain Automation Log feature, they also have the ability to view all of the automation logs for any user.

    ·    For sites that choose to use Import Transactions instead of Retrieve Database to populate the transaction records, there is a new Maintenance function to Create Next Fiscal Year. This creates the fiscal calendar year and associated Net Changes and Budget records for each account. A separate function Change Current Fiscal Year sets this Next Year as the new Current Year. To make these function active, a Company Profile option Manual Fiscal Year Handling must be enabled.

    ·    A new Find Transaction function has been added to the transaction list screen within a viewed account. Now, you can use a Smart Finder search within a specific account that will work much faster when you know the account to search within. This is in addition to the existing Find Transactions process that searches all accounts.

    ·    When Adagio FX has data maintained strictly through Import Transactions and not Retrieve Data, you can now set the Current Fiscal Year from a new Maintenance menu selection. You must first enable Manual Fiscal Year Handling in the Company Profile to allow access to this menu selection.

    ·    When Importing Transactions for company data that is integrated with Adagio DocStore, using transactions that originated in Adagio Ledger that have PDF attachments, you can now import the Document Link value with the FX transactions. This allows you to view DocStore PDFs with transactions in FX that already have the PDFs correctly configured for viewing in Ledger. It is still possible to import transactions using Attach PDF, for referencing the path to PDF files that have not yet been attached in Adagio Ledger or FX.

    ·    Statement Groups printed from Report Sets now supports the ExcelDirect setting for generating an Excel file.

    ·    Standard 93A and higher feature is for phone numbers to display as formatted on grids, if the Format Phone Number option is enabled in the Company Profile. Works for Edit Projects.

    Problems fixed

    ·    Installs a new version of the printer driver used to print documents and reports to PDF. The new driver name is AdagioV3PDF. This driver uses novaPDF version 10.

    ·    When printing a report set directly to the AdagioV3PDF driver and you choose to cancel printing for a particular report from the PDF Save As screen, you are now prompted to cancel printing either just that report or the entire report set. This choice is written to the report log.

    ·    Setting up data Retrieve templates no longer gives an error for not being able to find the database file when the Adagio Ledger data file extension is numeric.

    ·    In View Transaction/Budgets, from the Find Trans button, the Finder / SmartFinder was showing a Character string instead of 'Linked' for the Doc Link field.

    ·    To accommodate the creation of future years specifically for budgets, the Import Transactions function will no longer be able to allow selection of the Next Fiscal Year retrieved from Adagio Ledger. You likely do not to require doing this in any event when data is retrieved from Ledger.

    ·    When the DocStore catalog data files are missing Doc Link attachment records for Adagio Ledger transactions, retrieving that data into Adagio FX would give an error 'DocGUID not found in source (10084)\\\" for each transaction detail affected. Now these errors no longer appear, and the transactions that would have given the errors are retrieved without a Doc Link.

    ·    When printing Report Sets using either AdagioV2PDF or AdagioV3PDF as the specific printer, instead of using PDF Document as the destination, the report log now stores the PDF file name and save location instead of simply 'Printed to AdagioV2PDF'.

    ·    If the data path folder name contained a period, browsing to the folder and double clicking on the global file caused the application to try to create a new dataset with the extension set to the part of the folder name following the period character.

    ·    Refresh sample data is hidden when on Adagio Cloud.


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