Clausion 26.05 Release Notes

Introduction

This document includes information about the new features, other improvements, and corrected known issues implemented in Clausion 26.05.

New Features and Other Improvements

Role-specific Periodizing Patterns

Feature ID: FD-20271

Role-specific functionality has been introduced in Periodizing Pattern Management to improve pattern visibility and control.

The Role-specific option is now available in the periodizing pattern configuration alongside the existing Common and User-Specific options. When Role-Specific is selected, a Role Selection single-select dropdown is enabled. Patterns configured with a specific role are visible only to users who belong to that role.

Role-specific option selected in Periodizing Pattern Management view with role selection drop-down opened.

Tip: To reuse a role-specific pattern for an additional role, create a copy of the pattern and assign it to the new role.

Workflow Management: Global Configuration Icon on Basic Configuration Screen

Feature ID: FD-33778

The Global Configuration icon is now displayed for each task on the Basic Configuration screen of Workflow Management, unless the task’s settings have been modified and differ from the global configuration. The functionality is the same in the Units & Assignments screen.

The icon appears by default next to each task in the left task panel when a workflow is created, indicating that all tasks inherit their settings from Workflow Properties.

When an individual task's configuration (Data Type, Period, Year, or Instructions) is modified, the Global Configuration icon is removed for that task while remaining visible for all other unmodified tasks. Clicking Apply to all Tasks under the UI Blocks node reapplies the global configuration and restores the icon for all tasks.

Corrected Known Issues

Issue ID	Issue	Resolution
FD-34974	For a specific data type, data for locked periods was retrieved from an incorrect data type, resulting in incorrect values being stored in the database when cumulative values were calculated.	Data is now retrieved from and stored to the correct data type, even when the template references multiple data types and some periods are locked.
FD-34672	Web Client: When you add and save data for a newly added unit, a validation message is displayed.	The unnecessary validation message is no longer displayed, and data is now saved for new units without requiring a service restart.
FD-34544	Desktop Client: The IFRS18 template IFRS18_REP_330000_Q fails to open and displays formula‑related validation messages after the Spread.NET update included in version 26.03.	Templates containing formulas now open correctly in the Desktop Client without validation messages.
FD-34074	A misspelled variable causes the service to crash when opening an XBRL report.	The issue has been resolved. You now receive a validation message if a global parameter is saved with an invalid mapping, preventing incorrect data from being stored.
FD-29692	Due to the new language version, not all XBRL tags function correctly.	All language versions are now handled correctly.
FD-29133	Certain SQL operations intermittently causes locks at the database level during ITC calculations, which can result in values not being saved correctly or being omitted entirely.	ITC calculations can now be executed without database lock issues, and data is saved correctly.
FD-27500	Web Client: Drilldown into the sum accounts does not apply formulas to all columns in a custom template.	Formulas in custom templates are now retained when using drill-down or when a new row is added.
FD-26333	Web Client: Copying text-based information into the Comment field of a database table did not work with a certain type of template.	You can now successfully enter text in the Comment field without any issues. The functionality to copy text is also working as expected, and both comment entry and text copying operate correctly.