Release Notes 2026

Updated Report Designer to version 5.3.30323.1304, with enhanced security. Updated certificates, signed all help files, removed Checkbox and Dropdown parameter types, and added partial support for Excel sensitivity labels.

Corrected an error in summing on the rows for customer receivables, and changed the row for temporary profit and loss to always include all accounts that are profit and loss accounts.

Removed merge of column header for amounts in currency to be able to filter by currency.

We have updated the logic for how signs (positive/negative values) are handled for specific document types within the Accounts Payable module. The purpose of this change is to ensure that reports automatically reflect correct net totals without requiring manual adjustments.

The report name has been changed from Inventory to “General Ledger Reconciliation against Stock (Beta)”. Totals have also been added and free account selection has been enabled in the parameter filter.

Following the update to the Visma Net Accounts Payable datasets—where the sign for Debit Adjustments (deb.adj) and Prepayments was reversed—we have updated our standard library reports. These updates ensure that all standard reports correctly interpret the new data format and display accurate net totals.

Fixed an issue with the imports for Assignment that was caused by an undocumented change in the Contracting Works API.

New report for reconciling inventory transactions to the general ledger; The purpose of the report is to reconcile inventory transactions to the general ledger. Transactions are grouped by order number and show discrepancies if a product transaction is missing a corresponding voucher in the general ledger and vice versa. For product transactions, you see both the accounting period and the transaction period.

Fixed an issue where the drilldown would fail for Historic Customer Transactions

Fixed an issue where the drilldown would fail for Historic Customer Transactions

Fixed an issue where the drilldown would fail for Historic Customer Transactions

Added possibility to export result to Excel.

We have corrected 16 Swedish translations for fields related to Suppliers, Accounts, and GL (General Ledger).

We have fixed an issue where the voucher link was not working.

To ensure consistency across all date fields, we have standardized how empty or invalid dates are handled. - Fields with no value will now display as 1900-01-01. - Fields with invalid dates will now display as 1899-12-31.

To ensure consistency across all date fields, we have standardized how empty or invalid dates are handled. - Fields with no value will now display as 1900-01-01. - Fields with invalid dates will now display as 1899-12-31.

To ensure consistency across all date fields, we have standardized how empty or invalid dates are handled. - Fields with no value will now display as 1900-01-01. - Fields with invalid dates will now display as 1899-12-31.

We have improved the way balances are fetched. By retrieving data in batches, the system now performs significantly fewer API calls. This results in faster and more efficient imports for you.

Fixed an issue where reports exported to Excel could not be imported to Google Sheets.

Fixed an issue where reports exported to Excel in budgeting could not be imported to Google Sheets.

Company dimensionis moved from ‘more fields’. This will enable customers to choose it in their custom drilldown orders. The Company number and name is also added as the first columns in the default drilldown order.

Show the last recent parameters for all parameter types in reporting.

Show the last recent parameters for all parameter types in budgeting.

Changed measure fields under project dimensions to ’normal’ attributes fields

Updated with new layout, added an account group for shares, as well as updated IB for interim results and excluded accounts where both IB and movement are zero

Added Order no./Order Dimension to Historic Customer and Supplier Transactions datasets

Added Order no./Order Dimension to Historic Customer and Supplier Transactions datasets

Added Tax Unit information to Historical Employee Dimension: Historical Employee Information

Added HireDate and HireEndDate Dimension: Employee

The report parameter period has been updated with a period based on service date in accordance with a change in the API for Contracting Works. Period was previously based on Start Date Time

Updated layout, added report description and added option to select from -to period

Removed a summation formula on an empty row that presented a 0

Added Service date (Service dato) to the Service dataset (Timer). A full import of Service was done for all companies

Updated layout, added report description and added option to select from -to period

Updated layout

Changed formula for ‘Roerelse under perioden’ to a SUM(OSRref) formula. Movement was incorrect when running several accounts simultaneously.

Changed filter on IB from all periods to the first period this year

Added support for distinguishing between vouchers with the same voucher number based on audit number. This was added to all voucher links for incoming documents earlier this week except historical supplier transactions. This has now been added to historical supplier transactions

Linked Product table into DeliveryAlternative dimension to make it possible to filtering this information based on product numbers

Removed old deprecated datasets for historical customer and supplier transactions

Fixed an issue with paging for journal transactions that resulted in missing information on some Journal Transaction Lines in GeneralLedger Transactions dataset.

Changed formula for ‘Bevegelse i perioden’ to a SUM(OSRref) formula. Movement was incorrect when running several accounts simultaneously.

Changed formula for ‘Bevegelse i perioden’ to a SUM(OSRref) formula. Movement was incorrect when running several accounts simultaneously.

Fixed an issue where GL balances were not updated correctly for accounts that have not had any transactions in the current year.

Updated the tab for value per warehouse: Filter for unrealized values is implemented.

Added a filter so that only amounts from ledger = 1 are included in the report

Added a filter so that only amounts from ledger = 1 are included in the report

Updated report description and changed name to historical inventory value (Beta)

Added several measures in base currency for Purchase Orders, Purchase Order Lines and Sales Orders. Make sure to run a full import of the datasets to populate the new fields.

Fixed an issue where all Inventory Attributes would not be imported.

Removed the possibility to download Dashboard in SVG format.

Added information about from-to period in the executed report

Added possibility to open a completed budget assignment after the end due date.

Changed sign for OB for undistributed profits in the balance report. Removed account listing for this line.

Corrected filter value on payments so that customer refunds are included. Updated print layout

Corrected filter on aging balance list for customers, and added formula for Debit adj. on suppliers

Corrected filter on aging balance list and open entries for customers, and the formula for Debit adj. on suppliers

Changed period for OB for undistributed profits in the balance report. Now retrieves the entire last year. Removed account listing for this line.

This is a report template that shows the company’s historical inventory value. The report displays both quantity and amount for opening balance, access, and outgoing, as well as changes and closing balance. The report can be specified for different warehouses and periods.

Updated layout, changed from date selection to period for OB/CB, and added the ability to select multiple warehouses simultaneously. Changed name to Inventory Value

Changed to match the Norwegian report Transaction Journal. Now resembles a previous version of the account statement - main book.

Changed to match the Norwegian report Account Statement Main Book - optional period. Now resembles a previous version of the Verification Journal

Changed layout to Gaia

Changed layout to Gaia

Added possibility to open a completed budget assignment after the due date has ended.

Added Currency 2 fields to BalanceCustomer and BalanceSupplier. Also refined logic for outgoing balance to resolve missing values in the final period.

Added Currency 2 fields to BalanceCustomer and BalanceSupplier. Also refined logic for outgoing balance to resolve missing values in the final period.

Added chart of accounts

Added chart of accounts

Added chart of accounts

Added chart of accounts

Added chart of accounts and parameter for budget

Added chart of accounts, as well as a separate parameter for the budget. Updated with Iferror on all budget amounts

Added chart of accounts and corrected errors in the heading for the previous year period. Updated with Iferror on all budget amounts

Added chart of accounts

Added chart of accounts

Added chart of accounts

Added Currency 2 fields to BalanceCustomer and BalanceSupplier, and refined outgoing balance logic to resolve missing values in the final period.

Fixed an issue where the wrong item could appear when entering Archive using the browser back button, plus minor UI fixes in Archive and Workflow.

Fixed smaller UI issues in Archive and Workflow.

Fixed smaller UI issues in Archive and Workflow.

Updated layout, added report description, and changed name to Inventory Value

Changed the filtering for our GraphQL queries to use ChangedDateTimeStamp. This should result in better performance and help with timeout issues

Updated Swedish translations across multiple datasets and dimensions

Added support for fetching General Ledger balances from the Visma Net Datamart. It is currently behind a feature flag

We are introducing a new account group for ‘Other financial expenses’ covering the account range 8000–8299, and modifying the ‘Interest income’ account group to now cover the range 8300–8399. This change will affect all companies using the standard chart of accounts for Sweden. Please note that custom reports based on the chart of accounts must be adjusted to include the new account group.

Rearranged menu points with main and sub categories

Added case handler (Prosjekleder) as a separate dimension in the Assignment dataset. You will now be able to see case handlers that have been set on the actual order and not just the project

Added DataManager and Budgeting. The budget module is a limited version without paycode and GL account.

Made it possible to view and delete budget assignments created by another user. In addition the column “Assigned by was added”.

Fixed an issue where it was not possible to update a publisher job with a large number of recipients.

Resolved an issue where historic customer/supplier transactions failed when vouchers lacked validation dates.

Resolved an issue where historic customer/supplier transactions failed when vouchers lacked validation dates.

Improved Norwegian and Swedish translations for Unit of Measure fields and deprecated low-utility fields.

Added Case Handler (Prosjektleder) as a separate dimension in Assignment data.

Added position start and end dates for historical employee information.

Assignments now display the assignee in budget assignment details.

Resolved issues in the connection authentication dialog.

Updated Data Explorer layout with a new color scheme.

Corrected an error in the filter on fixed assets that are blocked for processing

Adjusted column width and color on date

Fixed an issue where the historic customer/supplier reports would fail if the customer has vouchers without validation dates