Clausion 25.11 Release Notes
Introduction
This document includes information about the new features, other improvements, and corrected known issues implemented in Clausion 25.11.
New Features and Other Improvements
Clausion Dynamic Reporting Online Add-in
Feature ID: FD-16868
Clausion Dynamic Reporting Online (DROnline) add-in for Excel is a cloud-based version of the Clausion Dynamic Reporting add-in. You can use DROnline directly through the Clausion Cloud platform in Excel without a local desktop connection. DROnline offers the same powerful data retrieval capabilities you've used in the desktop version.
With the Clausion DROnline add-in, you can create dynamic reports and analyze data within the Clausion environment using Dynamic Reporting (DR) functions in Excel formulas that connect to the Clausion database. The data to be reported and analyzed can be customized for each client. For example, if changes are made in the system to the organization, fiscal year, voucher series, or chart of accounts, the updated dimensions and identifiers are dynamically available in reports that include DR formulas.
DROnline enables flexible and precise data retrieval, processing, and presentation, supporting both numerical and text fields.
Key Features
Advanced Formula Support |
Cloud-Based Architecture |
Technical Advantage |
Enhanced Protection |
|---|---|---|---|
All corresponding DRData formulas for summing numerical data and displaying text with separators are fully supported in DROnline |
No local installation or admin rights required |
Built on newer, more efficient technology with optimized performance |
Upgraded authentication with faster login experiences |
One-click conversion from legacy versions |
Available directly from Microsoft Marketplace |
Seamless ISW Platform integration with enhanced scalability |
Advanced security features |
Note: DROnline requires an active Clausion Cloud subscription and an Internet connection. All DR formulas connect to the cloud service database in real time to retrieve current data.
You can read more about installing, logging in, and using DROnline in the DROnline Help.
Data Unlocking
Feature ID: FD-22130
You can now control data entry permissions at a granular level using the Data Unlocking functionality, which extends the existing period locking feature. Data unlocking allows you to specify exactly which periods, document series, and units users can input data for, providing more precise control over your financial data entry process.
Configuration
To enable data locking, add the Data Unlocking for Roles task to your environment. You can add this task either manually through the user interface or by executing the default User Interface folder, which automatically places the task under the Basics folder.
Once you have added the task, configure the DATAUNLOCKING_DIMID parameter in the Parameter sheet to specify which dimension you want to use for data locking. Provide the dimension ID as the parameter value such as 0 for DIM00, 1 for DIM01, and so on.
Defining Data Unlocking Rules
The Data Unlocking for Roles custom sheet includes four columns from the existing period locking functionality (Role, Datatype, Year, Unlocked Period) plus two new columns:
- Unlocked Document Series: Specifies which document series to unlock for data entry
- Unlocked Unit: Specifies which units to unlock for data entry
- Unlocked Dimension: Hidden by default. Displays the value provided in DATAUNLOCKING_DIMID
Important: Unit IDs in the Data Unlocking sheet are case-sensitive and input units can only be entered in the Unlocked Unit column. For example, if the Unit ID is "abc," then "abc" must be entered exactly in the Data Unlocking sheet. Variations like "Abc" or "ABC" will not work.
When you leave the Unlocked Document Series or Unlocked Unit column blank, data entry is permitted for all document series or all units for which the user has permissions.
You can define multiple rows for multiple unique locking combinations to control data entry precisely. For example:
- If you define only the Unlocked Period value and leave the other columns blank, the functionality behaves exactly like the standard period locking
- If you specify a Period, Document Series, and Unit, data entry is only permitted for that specific combination
- You can create multiple rows with different combinations to allow data entry for different periods, document series, and units. For example, you can restrict data entry so that for period 6, information can only be entered for a specific document series, whereas from period 7 onwards, data can be entered for any document series.
Important: It is the responsibility of the person updating the template to ensure that the locks are logically consistent, as the system does not perform this check automatically.
Validation Messages
When you open an input template with data locking enabled, you see enhanced validation messages that inform you about locked periods. The messages now include the period that is locked, the document series for the template and the unit you have selected.
In addition, an error message appears when opening the input sheet if a combination is locked through the Data Unlocking sheet.
Data Entry Behavior
When you attempt to save data for a locked combination, you see a validation message indicating that the periods are locked for the specific year, period, document series, and unit. You can only save data starting from the period that has been unlocked in the Data Unlocking for Roles sheet.
The data locking functionality works in both Web Client and Desktop Client, providing consistent behavior across both interfaces.
Note: If you do not define the DATAUNLOCKING_DIMID parameter in the parameter management sheet, the data locking combinations defined in the custom sheet are ignored and only the standard period locking functionality applies.