Release Notes
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      Release Notes - 2024 (Updated thru July)

      Learn about newly released product features.

      July 2024 

      Version 24.07

      Increased Tile Name length to 60 characters

      • The number of characters has been expanded from 20 to 60
      • Added the ability to see the Tile Name upon hover


      Updated Notifications

      • Select or de-select which E-Mail Notifications you would like to receive



      Report Source UI and Terminology Updates

      • Label Updates

        • The three Sources in each Report configuration was previously referred to as Column 1, Column 2 and Column 3. They will now be referred to as Primary Source, Comparison Source 1 and Comparison Source 2

        • The Report Period date picker has been relabeled as Date Range and the Period for the comparison sources has been relabeled as Relative Date Range
        • The Report Columns dropdown where users select how they want their reports to be aggregated (Months, Quarters, and Year Halves, Years and Total) has been relabeled at “Show Dates By”

      • Side Sheet Reorganization
        • The Date Range picker (prev. Report Period) has been pulled down to be selected within the Primary Source
        • The "Show Dates By" dropdown (prev. Report Columns) will also be selected within the primary source
        • Department Filter, Show Notes control, and Show Partial Total Footnotes Control all moved to “Report Level” settings at the top
      • Relative Date Range Addition
        • Two new options were added to the Relative Date Range dropdowns for the comparison sources:
          • Next Period
          • Next Year

      Report Variance Dropdown Update

      • The variance dropdowns now reference the chosen sources and date ranges so that selecting a variance calculation is easy and without confusion

      Staff List Report "Edit Columns" Update

      • The controls that were not relevant to the Staff List report were removed to create a less confusing setup

      • The date picker is labeled as “Employed During”

      New format options in exported Text Page to Excel

      • Formatting that is added to a Text page will be exported to Excel, including pictures

      QuickBooks Desktop Web Connector - Beta

      • The UI for integrating with QBD using the QuickBooks Web Connector is now in the application behind a feature flag
      • Users who have this feature flag turned on will be able to choose with integration method they would like to use - Autofy or QBWC

       

      June 2024 

      Version 24.06

      Add Data Labels & Legend to the Dashboard Tiles

      • Customize Data Labels by showing or hiding Values and Series Name
      • Tile's Legend can be turned on or turned off
      • Data Labels & Legend will be displayed in the exported PDF


      Customize Text Page with text editor capabilities such as:

      • 12 Common Fonts
      • Font Colors
      • Underline & Strikethrough
      • Indent/Outdent
      • Numbered & Bullet lists
      • Emojis
      • Clear Formatting

      Export Excel with Formats:

      •  Export the format changes you built in your Reporting Packages into Excel and Google Sheets


      Updated Company Settings Page

      Updated Audit Log Page

      • Review Audit Logs for the desired Range (This Month, This Year, Custom)
      • Click on the specific row to display action details

      May 2024 

      Version 24.05

      Change Colors from Dashboard Tiles

      • Modify the color of a specific data series directly from the dashboard tile.

      Updated In-App Onboarding Steps

      • Easily set up new accounts by completing the onboarding tasks.

      Updated Users Page



      Updated Assumption Settings Page

      April 2024 

      Version 24.04

      Automatic Roll Forward

      • Enable plans to roll forward automatically to include an additional month of actuals - enable the setting from Plans > Manage Plans

      Excel Workforce Template Staff List Download

      • Excel Workforce Template download is now populated with the current list of employees per the Workforce module

      Balance Sheet Out of Balance Automatic Heal

      • Jirav now detects when your balance sheet is out of balance and reimports actuals to correct the out of balance automatically* for all periods previously imported 
        *Account must be set to automatically import actuals and this feature does not apply to QuickBooks Desktop or Excel integrations

      Plan Row Preservation

      • Consistency in account expansion levels is maintained when switching departments within planning tables, enhancing efficiency during data input and analysis

      March 2024

      Version 24.03

      Enhanced Plan Tables

      • Improved planning tables with a visually appealing design to facilitate smoother data input and review processes


      Visual Comment Alerts

      • Receive visual alerts indicating the number of unread comments across all sections of the application - once viewed the visual alert will disappear 


      Formula Bar Support for Balance Sheet and Allocation Drivers

      • Balance Sheet and Allocation Drivers are now visible in the planning tables, eliminating the need to navigate to the Drivers area to view these formulas

      February 2024

      Version 24.02

      Auto-Forecast Enhancements (Beta)

      • Enable Auto-Forecast by Account & Department
      • Additional Forecast Methodologies for Linear Trend without Seasonality and Simple Average 

      Learn more about Auto-Forecast.

      PDF Report  Enhancement

      • Choose which report sections to include Footnotes on