CloudBudget 2.0 Summer 2020 Release Notes

Budgets

• Autocomplete panel allows to enter a value more conveniently

• Excel import recognizes cell formulas

• Advanced capabilities of Calculation rules

• Currency component allows to work with Budget using the user's currency

• Budget has both modes: Employee/Rate & Price/Quantity

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Budget Sheet

• Grouping by Accounts, SubAccounts, client analytics with and without Budgets

• New Excel export format (each Budget on its own sheet)

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Google Drive

• Connecting with Google Drive using Named Credentials

• Export/import of Budgets to/from Google Drive without using Excel

• Uploading, downloading and deleting files to/from connected Google Drive

• Each user have ability to connect different Google Drive account

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Posting Rules

• Cash Flow mode with customizable delay

• Ability to post/unpost selected rules

• Calculation Rules integrated

• Hints, validations and miscellaneous tools to facilitate customization

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CBalances

• Advanced capabilities for customizing fields

• Ability to run batches of selected CBalance Rules

• Additional information about the number and created date of CBalances

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CB Reports

• New optimized report engine

• Report export to Excel & PDF

• Reports are structured by folders

• Report values depend on the user's currency

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CB Report Configurator

• New convenient and clear layout

• Quick or improved report display

• Column generator

• Validation and minor improvements

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FF Integration

• Mapping analytics

• Import Report

• Validation and minor improvements

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Other

• Org customization and transfer using an Excel file

• Ability to make the Primary Document fields required or disabled

• New Tag Set layout

• Customizable Panel to run bundles of the batches to simplify the workflow and data update