New Features and Other Improvements

Deleting XBRL taxonomies and taxonomy versions

Feature ID: FD-3838

Deletion of XBRL taxonomies and taxonomy versions is now possible in the Clausion FPM Web Client.

Clausion FPM Desktop Client: Editing of template disables managing and saving of the Excel file

Feature ID: FD-3340

When editing the template XML definitions, editing of the Excel file has now been restricted and changes are not allowed. In Name Manager the user can only view data in read-only mode. The Tools tab in the ribbon and all options related to editing of the Excel file have been removed. When saving the XML definitions, no changes from the Excel spread are saved.

Label language selection in XBRL report preview

Feature ID: FD-75

In the XBRL report preview, a new option Label Language has been added. The user has now ability to change the language of the labels, and preview the labels of facts in the selected language. Label refer to labels maintained by the taxonomy publisher that are found in taxonomy content. In Clausion FPM environment these labels cannot be changed.

Proportional consolidation to own document series

Feature ID: FD-46

It is now possible to define a separate document series for Proportional Consolidation. The series type is 31. Previously these automatic entries were always created to series of type 3, i.e. to the same document series, where automatic entries for Non-Controlling Interest (NCI) are created. 

In new installations the new document series 31 000 and dependency to type 1 series 10 000 exist in addition to dependency between series 10 000 and 30 000 (type 3). Thus the split in two separate series exists. The same applies to Content Package environments, where several series and dependencies exist.

When updating the existing environment to the new Clausion FPM version, the new series dependency is not added. In this case the automatic proportional consolidation entries are still created to series type 3. In other words, no change in functionality appears and no changes are needed e.g. to series settings in any templates.

The new functionality can be taken into use by adding the series dependency and necessary user interface task and template settings are updated. Remember also the DR reports, if they are used. 

Also note that saving manual entries to series type 31 is not possible.

Drill-down options in Clausion FPM Web Client

Feature ID: FD-42

After drilling down from a data cell in a report template (or report column in input template), user now has the possibility to select according to which definition column the details are shown. The deselected columns are hidden. To select the columns click ribbon button Selections.

 

Corrected Known Issues

Issue ID

Issue

Resolution

FD-5050

ACE-entries gets deleted - fix on FD-3460 does not considerate all dimensions

Issue FD-3460 was fixed to FPM 22.04 in order to get previously created automatic counter entries removed, if the rule for them ceased to exists. The fix did not properly consider dimensions 1-9 and in case this were in used, too many entries were removed, when saving or calculating was done to only part of the previously saved combinations.

Dimensions 1-9 are now included in the row comparison for deletion. This update should also restore the ace row clean functionality (fix for FD-3460) if it was temporarily disabled from customer database.

FD-4571

Clausion FPM Web Client throws a Windows login window and displays message "Authentication has failed"

Previously when the user was working in the Web Client, the client randomly opened the Windows login window and the "Authentication has failed" message was shown.

The issue has now been fixed, and the user is no more getting the Windows login window in the Clausion FPM Web Client. It is working fine on opening, refreshing, and logging with local and OAuth.

 

 

FD-2282

The focus moves to top when grouping is opened or closed on rows or columns

Previously when user selected rows and columns and grouping was opened or closed, the focus moved to the top.

The issue has now been fixed, and when the user selects a row or column and opens or closes grouping, the focus remains on the selected row or column.

FD-1654

Clausion FPM Web Client: Template may end in 'not responding' status when using + and - signs for grouping and ungrouping data

Code has been optimized and the issue has been fixed in the SpreadJS hotfix release v15.0.6. The issue occurred with old libraries. 

FD-366

Clausion FPM Web Client is not logged out from all browser tabs at once

Previously in Clausion FPM Web Client even after logging out from one tab, user was not logged out from another tabs. Instead, user could continue using Clausion FPM on other tabs without logging in. For each request a new session ID was generated.

The issue has now been fixed. Cache storage location was changed to local storage of browser to store authentication tokens. This has made possible to remove the authentication tokens on logout from browser.