Clausion Release Notes

New Features

Clausion FPM Web Client: Search for templates (custom, input and report)

Feature ID: FPS-9464

When a template is opened in FPM Web Client, the user can now search from the template content. Use Ctrl+F to open the search dialogue box.

Clausion FPM Web Client: New features in templates in FPM Web Client

Feature ID: FPS-8846

In a template opened in the FPM Web Client the graphs defined in Excel are now shown. Note that the graph will be visible only when moving the pointer over the navigation bar. In addition, it has been noted that the waterfall graph is not supported in the Web Client spreadsheet component.

Also, cell data validation drop-down functionality now shows in web templates.

Other Improvements

User Interface Management enhancements

Feature ID: FPS-4615

In user interface management functionality in the Clausion FPM Desktop Client it is now possible to:

Move tasks from one folder to another within one UI block
Copy a "Task" item as a new within one UI Block

XBRL UI example available in user interface management

Feature ID: FPS-3139

The option "XBRL report" is now available in User Interface Management in Clausion FPM Desktop Client, when the parameter element is selected, and no tree exists under it (previously implemented functionality).

Note that using this task requires XBRL licence.

Clausion DR: Replacing formulas with values

Feature ID: FPS-2580

Clausion DR for FPM users often share DR report files with other users who do not have access to Clausion FPM or DR. When a non-DR user receives the Excel file, Excel usually converts the DR formulas with hash values. Also, if a non-DR user tries to open the Excel file and edits anything, for example, opens hidden rows, all values are converted to hash values. In this case the DR user must replace DR formulas manually with values before sharing the Excel file to a non-DR user, which takes some time and is not fast enough. In addition, there is a possibility that a user may save changes and thus by accident remove all the formulas.

Now a functionality has been implemented, which enables the DR user to create a copy of the existing Excel file with the same data in the file but without any formulas. When the user clicks the "Create Static Copy" button on the DR tab, it creates and opens a new Excel workbook with all the existing data and removes all formulas (for example, DR formula and any Excel formula). The user can save the newly created Excel workbook and also share it to a non-DR user.

Corrected Known Issues

Clausion FPM Web Client: Data saved by new user is not actually saved to the database

Issue ID: FPS-10601

In Clausion Cloud environment with two server services, new user can save data from the FPM Web Client after adding the same (new user) in the FPM Desktop Client. Now there is no need to restart the server service and IIS to save data from the new user. The user can check the saved data by refreshing the template.

User gets an Invalid URL error message when the unit is changed in the Selections menu

Issue ID: FPS-10348

Earlier the user received an Invalid URL error message when changing the unit in the Selections menu on the opened report. Now in the Selections menu of the opened report user can switch units with different rights without getting any error or redirecting to the navigation screen.

Clausion FPM Web Client: Invalid URL error occurs in opening of a template if default hierarchy is changed and default unit is top unit

Issue ID: FPS-10322

Now user can change the hierarchy for dimension from selection and select any unit. No error appears when opening the template after changing the hierarchy and selecting any unit.

Clausion FPM Web Client: Type 7 input sheet values are updated only after selecting browser's Refresh

Issue ID: FPS-9469

After fixing the issue, when a user selects any document or update the selections, data will be visible for type 7 sheet without refreshing the browser window.

Copying several UI blocks at once creates an error

Issue ID: FPS-8246

Earlier when the user copied and saved several UI blocks simultaneously in the user interface, when deleting or adding it in the Role user interface management it gave an error. The problem has been resolved and now user can save and delete a user interface and add and remove it from the role user interface management without any error.

Clausion FPM Web Client: Possibility to select one document in browser

Issue ID: FPS-7591

Users can enter any number of document under document selection (within document range) whether it is appearing in the list or not. User can insert only numeric value in the upper limit and lower limit fields (a validation message appears if other than numeric value is inserted). The same functionality as in the Clausion FPM Desktop Client has been implemented in the Clausion FPM Web Client.

Copy-paste from Excel spreadsheet not working properly in XBRL mapping screen

Issue ID: FPS-6432

Earlier in the XBRL template mapping in FPM Web Client, copying of cell values from Excel did not behave as expected. The problem has been resolved and the user can easily copy and paste the value.

Known Issues

Issue ID	Issue	Description
FPS-11349	Clausion FPM Web Client: A ManualEntry row is created from AutoCalculations row if account statement rows are opened and template is saved	In case when Automatic counter entries have created an internal transaction data row and user opens this row to template screen with drill-down input functionality, and saves the template an additional incorrect manual entry row is created that is a copy of the automatic entry row created earlier by counter entry automation. The issue appears only in Web client.
FPS-11136	Clausion DR updates all open workbooks	DR refreshes all the open workbooks when refresh option "Workbook" is selected and user selects to refresh. Only the active workbook should be refreshed.
FPS-9070	Clausion FPM Web Client does not give error message on entering data to internal account without using drilldown	FPM web client does not give any error or warning message, when entering the data to account level for internal account, that can be inputted only using drill-down functionality (with counter unit information). Also saving functions gives no message, and the data does not get saved.
FPS-8265	Clausion FPM Web Client: Save to file option not working after drilldown by rows	Incorrect behavior of "Save to file" option after row drill down from report sheet.
FPS-7577	Clausion FPM Desktop Client: Import from Excel fails if template includes several types of data sheets	Data import from Excel file to a predefined input sheet fails if the template includes also sheet of "retrieve from data" type (as other entries sheet). Problem appears only in desktop client, not web client.
FPS-5046	Clausion FPM Web Client: Taxonomy import fails when network (UNC) path is given in the application server (XBRLTAXONOMY_PATH)	Importing the taxonomy works for all browsers, if the taxonomy storage folder (XBRLTAXONOMY_PATH) has been defined to the application server. With Firefox, the taxonomy import fails if trying to import to some other path (network UNC path). Clausion Cloud: taxonomy import succeeds, if uploaded to virtual machine (VM address given in the Parameters input sheet). Should be Storage instead.
FPS-4110	Clausion DR for FPM: DR tab is not added in certain cases	The configuration files have impact on addition of the DR tab. Special characters are not allowed in the file names.
FPS-3803	Unicode support for Cyrillic characters missing from Clausion FPM	Non-latin characters are not allowed in comment and input fields. They show incorrectly in FPM.