Francis

Scenario planning

Import drafts from e-conomic, showing transactions that are yet to actually be posted, improving controlling workflows.

Drafts from e-conomic

Export to PowerBI

Make it possible for users to upload their company logo to the platform and include logos in PDF reports.

Company logo in PDF reports

Show multiple total columns and enable more time selections like next next year + add them to PDF report

Multiple total columns

Allow users to add notes to specific cells. E.g. explainers on large deviations from budget.

Notes on cell

Option to hide all rows in an instance that don't include any actuals or forecast values.

Hide unused rows

API connection

Import QBO/Netsuite/Xero dimension data

Allowing users to create look up tables, e.g. for account based revenue forecasting.

Input tables

Allow users to copy-paste multiple cells (area) in the actuals layer in line with the current implementation for forecasts.

Copy-paste area in actuals layer

Waterfall visualization

Version history

"I budget in DKK but my investors need to see everything in EUR"

Option to report in a different currency

Lock for edits

Receivables template

Report quarter-by-quarter

Limited editor

Approval flows

Option to generate a link to share with stakeholders as either (1) a static link (snapshot) of the model or (2) a dynamic link which would conceptually be very similar to inviting a user into the platform as a viewer.

Shareable link

Allowing users to reorder charts in the **Charts** view. Currently, users would need to delete their charts and create them in their desired order.

Reorder charts

Combine PDF reports

Enable users to add (1) executive summary and (2) section specific comments to the variance report.

Text comments on variance report

Reference cells in future periods. E.g., if inventory purchases today are driven by forecasts of sales in the future.

Cell reference future periods

Remove restriction on forecast start date to allow users to forecast future periods. Especially relevant in Q4, when most people are working on their anchor budget for the upcoming year.

Forecast start in future

Uniconta integration

When importing data from select data sources, create a synthetic extra retained earnings account to adjust for transfers in retained earnings in relation to year's end close.

Fix retained earnings for NetSuite, QBO and Xero

Option to change aggregation level in sheets. E.g. being able to have columns show weeks, quarters, years, etc.

Other timeline than monthly

Combine the comparison and monthly reports into one area/button in the app.

Update variance analysis UX

New button by row names to add components

Add option to color individual cells. This could support various collaborative and modeling workflows.

Color cells

Accounts that have already been mapped can be difficult to locate in large models. Being able to search mapped accounts would help in various situations, e.g. when troubleshooting mapping errors.

Search mapped accounts

Similar to track changes known from the Microsoft suite. A toggle that highlights changes since previous save. 

Track changes

Unify dimension values across entities to split dimension across entities

Open API

In the mapping view, preview a few transactions to give the user more context when mapping their accounts.

Preview transactions in mapping view

Deferred revenue template

Let users fully customize the colors of charts to improve brand-aligned reporting.

Custom colors on charts

Sensitivity analysis

Option to merge the variance report and month-by-month report into a combined PDF.

Combine variance and month-by-month reports

Text comments on charts

Dimensions Google Sheets

Variable input [x] in formulas

Adding chart options like bar-line charts and similar combined charts.

Combo-charts

Allow users to save presets of their report configuration. Useful for differentiating between different reporting purposes; internal reports, board reports, investor reports, etc.

Reporting presets

Version actuals

When type=%, assume that numbers input are %

Custom fonts for reporting

Improve the interaction of dragging a group or row to the bottom of a section.

Improve drag-drop on bottom row

Update the UI and UX of the date pickers for the three date settings; timeline, forecast  start and last close.

New date picker

Add automatic scrolling when when dragging components out of view, eliminating the need to drop the component.

Improved drag-drop out of view

Add a "% of total" to the total-column to represent e.g. costs as a percentage of revenue.

Percentage of total X

Analyze drivers of a cell value

Danish language setting

Custom control checks

Improve landing preview on drag-spawn in nested groups

Builder mode

Add the option to select a saved version in the total column.

Versions in total column

Pie chart

Similar to Slack's canvas, which includes person notes. Intended use is entirely up to the user. Examples include session-specific notes, meeting notes, assumptions notes, etc.

Free-form note canvas

Custom option to freely specify the date range of the total column

Custom date range on total column

Formula suggestions

Keep forecast values in actuals layer

Include formulas when duplicating groups and rows.

Include formulas on duplicate

Use shortcuts while in cell edit mode

L12M as date option in report

Reorder PDF content

Our current implementation doesn't allow users to paste an area of values in the forecast layers on an instance. This is unexpected behaviour, as it differs from the behavior of normal sheets.

Allow copy-paste of areas in instances

Account-based revenue forecast

See which formulas depend on a cell to better understand the dependencies on a cell

Trace dependents

Enable more granular sharing with limited access at a row, group or section level.

Enable limited access to individual components

Audit log

Show transaction drill-down on group level

Solve infinite loop error cause by a recursive back-reference. E.g. trying to accumulate values using calculated rows.

Infinite loop error

Vi arbejder også på et "quick sync" til BC!

Quick sync

Showing the number of mapped accounts across sheets, allowing users to spot potential mapping mistakes faster.

Mapped chips count

Improve drag-drop to closed group

When configuring a tab split, we current do not save the configuration unless the split is applied. This has caused some users, with large amounts of dimension values, to have a bad experience when initially configuring their split.

Save split configuration in session

When presented with an error related to the use of commas/semicolons (dictated by the users number format) on functions, provide a better error message and link to the documentation for better error handling.

Error message for comma/dot setting

Option to remove "K" from thousands

Extend the transactions drill-down feature to also work on the variance report view.

Extend transactions drill-down to Reports

Make it easier and quicker for teams to configure multiple breakdowns, as with our current implementation, they would need to configure each breakdown from scratch every time.

Suggest breakdown based on last configuration

VAT template

Introducing an additional steps to the onboarding flow, including asking the users preference for US/EU formatting.

EU/US setting on onboarding

Cohort template

Currently, there's a restriction on duplication of consolidation templates. However, we've seen cases where it might make sense to duplicate templates and want to allow this in the future. 

Duplication of consolidation templates

Hubspot integration

When writing more complex formulas using functions, it can be hard to decipher the appropriate number of end parentheses. If end parentheses are missing we should add those automatically.

Auto-fill end parentheses

Difference against LY in variance report

Reorder dashboards

Improve reordering of nested groups

All groups are bolded in the exportable PDFs. For models with a lot of nested groups, this makes is difficult to highlight select rows, because essentially all rows (groups) in the export are bolded.

Only bold top-level group in PDF reports

IF_DATE() function

Undo mapped accounts using CMD+Z

Nicer visualization of formula syntax

Fortnox integration

ID in transaction drill-down

Calculates X/Y and applies that ratio to current cell, observing Y row

Last_year
YTD
Range

INDEX function

Total column in Excel

Show cell selection of live collaborators

Show avatar icons of live collaborators

Multiplayer editing

Calculating gains and losses on FX can be really difficult and requires a significant amount of theoretical understanding - especially when differentiating rates between P&L and balance sheets. Instead, we should calculate the gains and losses and give the user an account that returns the correct result.

Create accounts for gains and losses on FX

The current implementation of viewing multiple data sources (approximately >5 sources) is not ideal, as data source could be hidden and is currently not scrollable.

Better overview of >5 data sources in mapping view

Long version names are being truncated and are missing a tooltip on hover.

Enable tooltip on hover to view truncated version names

Additional option on sections and groups to collapse all groups contained within. Especially useful in larger models, where having to manually close/open groups can be a tedious process.

Collapse all groups

When toggling between modes Model, Reports and Mapping, the Follow-up view will toggle off. For many users this is unexpected and surprising behaviour. We should persist the states across views.

Keep follow-up view when toggling segmented control

The *Current fiscal year* setting on the rollup column is currently synced with *Last Close*, which has proved to confuse some users. We intend to align *Current fiscal year* with the actual fiscal year as defined by the organization settings.

Requests