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10.1.1.158 - Week of May 15, 2023

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It's brand new and it's all for you!

Admin

Unlock great visibility of your license usage with Entitlements Usage Reporting & Statistics

Manage your license usage with Entitlements Usage Reporting & Statistics! Located in Environment settings in the Admin panel, our new feature gives you the power to track and view your license usage and limits in real time, with increased transparency to your billable usage based on your Software Schedule Agreement.

Easily track historical usage of admin users, payee users, and import records to identify and manage usage trends more effectively. With simple permission settings, admins can independently access usage information and gain greater control over license usages.

You can quickly and easily map your existing custom table containing effective dated payee information with our new PayeeEffectiveDatedInfo_ system table. With the Payee data mapping tool, you can save time from writing SQL queries to join your payee tables and ensure that your payee data is always up-to-date with scheduled data imports. Start mapping your tables with the help of the mapping tool and and stay on top of your payee information with greater accuracy and convenience.

Refer to Environment settings to learn more about your usage information.

Plan documents

Streamline your Plan documents with our new updates

Introducing our newly revamped Plan documents - the perfect way to manage your agreement and payees! With a simple click, you can easily rename any plan document. You have quick access to download and duplicate plan documents, and edit and preview any agreements. Plus, you can add and remove payees from the Manage payees button with ease.

Duplicate plan document

You can now quickly create new plan documents from a previously created Plan Document. With Duplicate document, you can save yourself hours of time and hassle by quickly creating new plan documents that are based off of a Plan document you already created. You can edit the document name, approval type, and choose whether to include the same payees or not.

Download plan document

With our new Download document feature, you can quickly and easily download your signed plan documents in bulk. Documents can be downloaded based on their sign-off types. This makes it easy to archive documents outside of the system and keep your data organized. Simply select a sign-off type to download all plan documents from that group. You can then view the downloaded files in the Publisher tab in Downloads.

Notifications grouped by manager

Manage plan documents with ease, grouped by manager! Keep track of payee's plan documents, grouped into managers and choose to receive simple in-app notifications. Audit log will display the plan document distribution progress, all conveniently organized by manager and their list of payees. Make your document distribution a breeze with Plan documents!

To learn more about plan documents, read ???

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We zhuzhed it up!

Reports

Do more with your Presenter Adaptive reports!

Check out the enhancements we've made to your Presenter Adaptive report building experience:

  • Now, when you set a column width for a table in a Presenter Adaptive report, your preferences will be saved the next time you view that report

  • Now, when you set an item count for a table in a Presenter Adaptive report, your preferences will be saved the next time you view that report

Easily preview your Presenter Adaptive report

You can now easily see a preview of your Presenter Adaptive report. This enhancement gives you more flexibility and allows you to see a preview of your saved report via the Report Viewer. To learn more about how to preview your report, read: Seeing a preview of a Presenter Adaptive report

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Crushed some bugs!

Data bug fix

Bug number

Fixed an issue where, the date values in a table filter displayed incorrect dates.

00233237

Composer bug fix

Bug number

Fixed an issue where, an error occurred when importing a text file to a table.

00229980

Scheduler bug fix

Bug number

Resolved an issue where, an error occurred when running an external tool.

00232363

Admin bug fixes

Bug number

Fixed an issue where, an error occurred when importing an Varicent Incentives Connector in Varicent ELT.

00233235

Fixed an issue where, Varicent ELT import error logs were not displayed in Audit logs or Import errors.

00232869

Presenter Adaptive bug fixes

Bug number

Fixed an issue where, an error occurred when viewing a chart.

00233198

Workflows bug fix

Bug number

Resolved an issue where, an error occurred when editing a workflow restriction.

00233609