Release notes Sep 9, 2024

Permissions per entity

We are happy to announce that you can now configure the access to different entities for each team member. That means you can narrow down the exposure to just the data they are allowed to see. Note that the Owner and Accountant role can see all entities as they are in charge of setting up the platform.

New role: Stakeholder (drill-down)

In Setup > Admin > Team you can find a new role for team members that can only see Dashboards, however with the ability to drill down from there. This will allow you to build for example team-specific dashboards. In addition, check out the new overview of roles and permissions by clicking the info icon next to Role.

Groups / sub consolidation

It is now possible to create a hierarchy of the entities you have loaded in Sources, to resemble the structure of your organisation. In addition, you can create custom groups (for example to resemble business units) that can be used to create reports with specific focus. Check out the new Entities filter in Reporting to load the data for specific Groups.

Counter entity

In Finance > Entries > Intercompany you can now optionally configure a counter entity for your eliminations. What this will do is to make sure that when you are using the Entities filter in Reporting, just that share of eliminations relevant to your selection is included. So for example when you filter on just Entity A & B, IC eliminations between A & C will not be shown as this is not included in your filter selection.

Forecast per entity

When setting up a forecast, it is now possible to either select it refers to all entities (full organisation) or a single entity. When you select the latter, we will combine the respective forecasts when consolidating across multiple entities. 

Export DSO per invoice

In Finance > Working Capital > Aging it is now possible to download an overview of paid invoices of the last 90 days that are included in the DSO or DPO calculation.‍

KPI export

You can now download an overview of your KPIs from Setup > KPIs. The ability to later also import KPIs back from Excel is being built at the moment.‍

“MyFirm" / "Mijnkantoor"-account in Exact

It is now possible to set up connections to Exact with the lightweight MyFirm-account. Please reach out if you are planning to do this. The only caveat is that this account is not allowed to download invoices, so the functionality is slightly impaired for this less expensive Exact subscription.

Feedback
As always, don’t hesitate to contact us with suggestions or missing features! Please reach out to sebastiaan [at] instack.io directly.

What’s next

Currently we are working on the Excel integration and indirect Cash flow statement. The next quarter is also lined up and that will all be about financial planning. We are super excited to test the first designs with customers and start the development in a couple of weeks.