Product Release: 1601
Following on from the release in November of a new version of SharperLight, we’re pleased that the new year comes with another update to the core Aqilla system (1601).
The principal enhancements in this release include:
The introduction of Enquiry Profiles which allow a user to save or memorise (and share) filter selections in all the Enquiry screens including an often demanded capability to remember the configuration of complex Ledger Enquiries.
Standard and Actual Costing method enhancements in Inventory Control.
Tighter validation of look-up values in Journal Correction feature.
Dynamic column headings in Period Spread type Financial Reports.
The detail on each of these features with examples is shown below.
You will see that this profile can be saved for your personal use or made available to everyone defined within that particular Aqilla instance (assuming they have access to this enquiry function). This means an administrator can define complex queries and then share those amongst other co-workers. Once the profile is saved, the profile is available in the drop-down list.
If you wish to create a new profile for any Enquiry, first select the blank option from the profile drop-down. If you have made an error with the definition of the profile simply select the profile, amend the selection criteria and open the dialogue box to re-save the definition. The Profile Name or Privacy can be changed in the same way (in other words it can be switched from Personal to Public or back the other way).
Note that when a profile is marked as Global, only the owner of the profile may edit the profile.
A more complex example using Ledger Enquiry displays the net value of all sales invoices this period:
In this example all transactions are selected for This Period that:
Are not debtor transactions.
Are created by journals of Journal Type Name starting with “sales”.
Exclude transactions in the VAT account.
Note that any number profiles can be created for any of the enquiry views throughout Aqilla.
Dynamic Column Headings for Spread Type Financial Reports
Month or year end doesn’t have to be slow or difficult. Here is a best practice guide to the busiest times of the accounting and finance year with 5 tips to facilitate a quicker and more efficient period end.