July 2019 DataDear release

new-release
announcement
xero
reporting

#1

A new version of the DataDear Excel add-in and Dashboard will be released on Wednesday 17th July .

The new release includes:

  • Launching the Xero Account Transactions report*. This is an important addition to the DataDear report. Report is based on the journals table with additional information to help out building of other reports. Each line is clickable and linked back to Xero. This includes support attachments which can be viewed by using the Attachments button - similar to the Invoices & journals data table. Several used cases will be built on this new report in the coming weeks.

  • Date range - ability to select a date from another sheet in date range (date picker).

  • Text search - ability to use wildcards when searching in text fields. Example user would be able to filter using a formula which can be used to retrieve all contacts starting with something or all contacts (* or *surname).

  • Adding another user permission - Refresh Data - allowing an invited user to only refresh a data table / report without changing any parameters or restoring any deleted columns. Ideal to share a report with clients!

  • Various bug fixes and performance updates.

The upgrade will start at 7.00am UTC (18.00 AEDT / 20.00 NZDT / 09.00 CEST / 9.00 SAST / 00.00 PDT) and will take no more than 60 minutes during which DataDear will be unavailable. The add-in will update automatically once you open Excel after the release is completed.


#2