- Robert Morrison
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

Budget Sheet
Grouping by Accounts, SubAccounts, client analytics with and without Budgets
New Excel export format (each Budget on its own sheet)

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

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
CBalances
Advanced capabilities for customizing fields
Ability to run batches of selected CBalance Rules
Additional information about the number and created date of CBalances

CB Reports
New optimized report engine
Report export to Excel & PDF
Reports are structured by folders
Report values depend on the user's currency

CB Report Configurator
New convenient and clear layout
Quick or improved report display
Column generator
Validation and minor improvements

FF Integration
Mapping analytics
Import Report
Validation and minor improvements
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