Clausion 23.01 Release Notes

Introduction

This document includes information about the new features, other improvements, and corrected known issues implemented in the Clausion 23.01 general availability version.

The previous general availability release is Clausion 22.11.

New Features and Other Improvements

Default year for custom conversion tables

Feature ID: FD-4980

The conversion tables of the Custom type now have a default year column in which the conversion table opens by default. If the conversions do not change annually, it is possible to maintain the conversions with just the default year.

Printing in Web-client

Feature ID: FD-4923

The print button has been added to the template section of the web client. This functionality enables users to print input or report templates directly without saving the template first e.g., in Excel or PDF format. The page orientation, scaling or fit to page options are set for the report or input template in the Clausion’s template management before printing if needed.

Corrected Known Issues

Issue ID	Issue	Resolution
FD-7127	Instance document has missing facts	Primary item information is included when checking which data points are equal by their context and can be removed as duplicates. Primary item is referring to the ID of a specific data point in the SBR taxonomy.
FD-6627	WEB: Custom templates don't keep the date format	Previously, when user was entering and saving a date in Web-client in the custom input sheet, the date was preponed (the date appeared as the previous date after saving). To avoid this, the date must be entered in the format: mm/dd/yyyy.
FD-6196	XBRL: Data is not retrieved correctly if there are several accounts defined from mapping screen	Previously, XBRL instance was not retrieving data correctly to the data entrypoint when several accounts were listed in the mapping screen for a data entry point, retrieved values had decimals, or only one of the accounts mapped for the data entrypoint had data. Now XBRL instance allows mapping more than one account to the data entrypoint and retrieving values with decimals.

Issue ID

Issue

Resolution

FD-7127

Instance document has missing facts

Primary item information is included when checking which data points are equal by their context and can be removed as duplicates. Primary item is referring to the ID of a specific data point in the SBR taxonomy.

FD-6627

WEB: Custom templates don't keep the date format

Previously, when user was entering and saving a date in Web-client in the custom input sheet, the date was preponed (the date appeared as the previous date after saving).
To avoid this, the date must be entered in the format: mm/dd/yyyy.

FD-6196

XBRL: Data is not retrieved correctly if there are several accounts defined from mapping screen

Previously, XBRL instance was not retrieving data correctly to the data entrypoint when several accounts were listed in the mapping screen for a data entry point, retrieved values had decimals, or only one of the accounts mapped for the data entrypoint had data.

Now XBRL instance allows mapping more than one account to the data entrypoint and retrieving values with decimals.