Release Notes
Note
Eagle offers certain features at no cost, and the collective term for these features is Eagle Free. These free features include creating KPIs in companies and displaying them in several standard role centers and activities as cues.
Version 24.8
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Workflow Automations | Templates for the workflow automations | 106090 | |
Added | Workflow Automations | Improved user experience in workflow automations for single company | 105899 | |
Added | Eagle Activities | Support to add Eagle Activities in a PTE role center | Yes | 111007 |
Added | Function Setup | New templates for standard reports | 111493 | |
Added | Function Setup | Support for excluding dimension requirements on report | 111495 | |
Added | Workflow Automations | Improved management of the workflow automations | 111712 | |
Added | Workflow Automations | Functionality to clear abandoned queue entries | 111844 | |
Added | Functions and KPIs Guide | The Eagle Functions and KPIs Guide available in the My Companies page | 111939 | |
Added | Workflow Automations | Category and Group Codes on workflow automations | 106039 | |
Added | Workflow Automations | System filters for workflow automations | 112317 | |
Added | Single Company | Allow system filters on the user-defined KPIs for single company | 112435 | |
Added | Predefined KPIs | Return 0 if the user does not have permission to read predefined KPIs | 111487 | |
Added | Workflow Automations | Ability to process a step again with manual filters if an error occurred | 112322 | |
Fixed | Workflow Automations | Issues with function groups in workflow automations | 112557 | |
Fixed | My Company | My Company created from User Environment is now created for the selected user | 111834 | |
Fixed | Job Queue | Error on Job Queue Entry card | Yes | 113241 |
Workflow Automations | 106090
Added templates to make it easier to create workflows on the Workflow Automations page. This makes it easier to get started with workflows, which you can then customize to suit your needs.
Workflow Automations | 105899
Added better support for the Single Company when Workflow Automations is used.
Eagle Activities | 111007
Added support to use Eagle Activities in a PTE role center. This allows those with a PTE role center to have User-defined KPIs in their customized role center.
Function Setup | 111493
Added more templates in the Function Setup page for standard reports.
Function Setup | 111495
Added support for excluding dimension requirements on Closing Dates when posting via the report 70337376, Post General Journal.
Workflow Automations | 111712
Added better management of Workflow Automations that are running in the background.
Workflow Automations | 111844
Added functionality to clear abandoned Queue Entries in Workflow Automations if, for example, a login dialog is canceled.
Functions & KPIs Guide | 111939
Added the Eagle Functions and KPIs Guide to the My Companies page.
Workflow Automations | 106039
Added the ability to use Category Code and Group Code in the Workflow Automations. This makes it easier to group and categorize workflows based on, for example, users or purposes.
Workflow Automations | 112317
Added the ability to use more system filters on Workflow Automations.
Single Company | 112435
Added support for allowing system filters on the drilldown page for User-defined KPIs when Single Company is the company type.
Predefined KPIs | 111487
Added support to return 0 for Predefined KPIs if the user do not have the permission to read them.
Workflow Automations | 112322
Added functionality to process a step again if it encountered an error. Users can either correct the error and process the step again or process the step again with manual filters if needed.
Workflow Automations | 112557
Fixed an error that occurred when using function group in a step on the Workflow Automations page.
My Company | 111834
Fixed so that My Company created from the User Environment page is associated with the selected user rather than the logged-in user.
Job Queue | 113241
Fixed the error "There is no User within the filter" when opening the Job Queue Entry card.
Version 24.7
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Workflow Automations | Possible to reprocess a function with the status Error | 106035 | |
Fixed | Workflow Automations | Issue processing Get Entries from the Swedish Tax Agency in a workflow | 110911 | |
Fixed | Workflow Automations | Issue adding KPIs to imported workflows | 110952 | |
Fixed | Workflow Automations | Possible to navigate to steps in other workflows | 109901 |
Workflow Automations | 106035
Added the Process Step Again action on the workflow instance which is possible to select if the current step has the status "Error".
Workflow Automations | 110911
Fixed the issue that caused the report "Get Entries from the Swedish Tax Agency" to fail, when processed in a workflow.
Workflow Automations | 110952
Fixed the issue that caused a problem which made it impossible to add KPIs to imported workflows.
Workflow Automations | 109901
Fixed the issue that made it possible to navigate to steps in other workflows.
Version 24.6
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Fixed | Filter Preview | Resolved filter preview issue with non-English languages | 110170 |
Filter Preview | 110170
Fixed an issue that occurred when using filter preview on Workflow Automations or Function Setup if a language other than English was used.
Version 24.5
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Workflow Automations | Possible to use manual filters on reports in the workflow instance | 107931 | |
Added | User-defined KPIs | New calculation methods for user-defined KPIs | Yes | 109184 |
Added | Workflow Automations | Preview the filters for a function on the workflow instance | 109243 | |
Added | Job Queue | Job queue category code for auto generated job queues | 108624 | |
Added | User-defined KPIs | Expanded the number of KPIs to 50 on the workflow automations | 109193 | |
Added | Report | New report available to post project journals | 107677 | |
Added | Release Wave | Support for Business Central 2024 Wave 2 | Yes | 109133 |
Changed | User-defined KPIs | Preview of user-defined KPIs calculated in the background | Yes | 109185 |
Fixed | Workflow Automations | Issue when creating a copy of a workflow | 109182 | |
Fixed | Expression Terms | Fix for uneditable expressions in workflow automations | 109676 | |
Fixed | Expression Terms | Expression could not be selected at workflow automations | 109688 |
Workflow Automations | 107931
Added the ability to specify whether a report in a Workflow Automation step should be processed with manual filters.
User-defined KPIs | 109184
Added new calculation methods for User-defined KPIs called Distinct and Duplicates.
Tip
With these, for example, it is possible to use Expression terms to determine whether there are duplicates or to filter and view the number of unique entries.
Workflow Automations | 109243
Added a preview of filters for steps that contain a function. This makes it easier to ensure that a step in a workflow instance has the correct filters before it is processed.
Job Queue | 108624
Added automatic assignment of Job Queue category code to auto-generated Job Queue´s for updating My Environments to avoid conflicts.
User-defined KPIs | 109193
Added an expansion of the number of User-defined KPIs to 50 for use in the Workflow Automations step.
Report | 107677
Added a report with ObjectID 70337375 called Post Project Journal.
Release Wave | 109133
Added support for Business Central 2024 Wave 2.
User-defined KPIs | 109185
Changed to calculate the preview of the User-defined KPIs in the background.
Workflow Automations | 109182
Fixed an issue that occurred when a copy of a workflow was created, requiring it to be closed and opened before use.
Expression Terms | 109676
Fixed an issue with Expression Terms that could not be edited in a workflow.
Expression Terms | 109688
Fixed an issue where User-defined KPIs as expressions could not be selected on the Workflow Automations.
Version 24.4
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Workflow Automations | Implemented setup to automatically start workflow automation | 106041 | |
Added | User-defined KPIs | New templates created for the Storypoint app | Yes | 106783 |
Added | Function Setup | Possible to enqueue report 952 | 105760 | |
Added | Workflow Automations | Use codeunit or page as functions on workflow automation | 105930 | |
Added | Permissions | Management of permissions to minimize error messages | 105967 | |
Added | Job Queue | Enhanced report data update for client companies | 108622 | |
Added | My Company | Automatic correction of client company code | 108640 |
Workflow Automations | 106041
Added settings to automate the steps on the Workflow Automations page. Each step can be configured to be processed manually or automatically. This is useful when certain steps do not require manual oversight and when all conditions for progressing have been met.
Tip
You can configure how each step is initiated and processed, whether by automatically moving to the next step without choosing Start next step or by having the step processed automatically without the need to select Process step.
User-defined KPIs | 106783
Added new templates to the User-defined KPIs if the StoryPoint app is installed, including "My Expenses" with status "In Process", "My Expenses" with status "Open" or "Submitted", and "My Expenses" with status "Rejected".
Function Setup | 105760
Added the option to enqueue report 952, called Suggest Project Jnl. Lines. This report simplifies tasks such as invoicing time for projects.
Workflow Automations | 105930
Added the ability to use Page or Codeunit as the function types at the Workflow Automations page. Previously, only Report were supported.
Permissions | 105967
Added automatic permission management to prevent users from receiving errors unrelated to Eagle.
Job Queue | 108622
Added functionality to enhance the update process for reports dependent on refreshed data in job queues for Client Companies.
My Company | 108640
Added functionality to correct the Client Company code to the correct value if it is incorrect or blank in My Company.
Version 24.3
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Fixed | User-defined KPIs | Issue with captions and formatting on the User-defined KPIs | Yes | 107164 |
User-defined KPIs | 107164
Fixed an issue that occurred with My Eagle KPIs. The cue displayed the wrong caption and was unformatted.
Version 24.2
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Workflow Automations | Enables users to configure workflows to perform operational tasks | 99362 | |
Added | KPI Templates | KPIs for the SweBase payment suggestion | Yes | 104660 |
Fixed | User-defined KPIs | Filter on number fields could under certain circumstances show the wrong value | Yes | 105901 |
Workflow Automations | 99362
Added Workflow Automations which enables users to configure their own workflows to perform operational tasks. Users can define the steps involved in the workflow, each step can be either a function or a manual step. To add more control and specificity to the workflow, users can configure selection filters and condition filters for each step based on KPIs.
Tip
Companies can configure the workflows for a wide variety of purposes, from daily activities to financial statements. Read more about workflow automations.
KPI Templates | 104660
Added new KPIs for the SweBase payment suggestion with predefined filters which can be selected in the guides for setting up KPIs.
User-defined KPIs | 105901
Fixed filters on numeric fields (decimal, integer and big integer). The filters was previously dependent on the user's regional settings on how the thousands delimiter was handled.
Important
If you have filters on number fields in your User-defined KPIs, you may need to update the filters to ensure that the correct values are displayed. This only applies if users use different regional settings.
Version 24.1
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Job Queue | Support for the new job queue status "Waiting" | 106670 |
Job Queue | 106670
Added support for the new "Waiting" job queue status added to Business Central version 24.2.
Note
The status Waiting is only relevant for job queue entries that are assigned a category code. It indicates that the job is scheduled, but the underlying scheduled task isn't active. After the job queue entry that's currently running and is in the same category finishes, the status of the next job in the category with the status Waiting becomes Ready.
Version 24.0
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Eagle KPIs | Choose KPIs and initiate opening a separate browser tab for each selected company | 104663 | |
Added | SIE Export | Auto-generate SIE Export in report Export SIE File (SweBase) | 99371 | |
Added | Dependency | Dependency on Business Central v24.0 | Yes | 104676 |
Added | Client Companies | Possible to group client companies | 99294 | |
Added | Eagle KPIs | Calculate KPIs with time | Yes | 97264 |
Added | Function Setup | Ability to set up codeunits in sandbox environments | 96566 | |
Changed | Copilot | Updated the naming regarding the Copilot on the Eagle Functions and KPIs Guide | 104899 | |
Changed | Table Extensions | Removed table extensions | 104378 | |
Fixed | Eagle Startup Guide | Issue fixed when ServiceAgencyKey becomes blank when running Eagle Startup Guide | 105245 | |
Fixed | Client Companies | Resolved client companies counting issue | 104547 | |
Removed | Function Setup | Removed direct export option for the type Page on the function setup page | 104665 |
Eagle KPIs | 104663
Added support to select a KPI and open a new tab in the browser for each chosen company. Select the Select and open KPI action on the My Companies page. By opening multiple tabs, the user can quickly switch between different companies.
Export SIE File | 99371
Added functionality to add and configure the SIE code with default settings using report ID 12047960, named Export SIE File.
Dependency | 104676
Added dependency on version 24.0 of Business Central.
Client Companies | 99294
Added the possibility to group the client companies with a category code on the Client Company Settings page. This is useful for grouping the companies on the My Companies page.
Eagle KPIs | 97264
Added Time as a calculate type on the Eagle KPI Setup page. It is useful when you want to calculate the time between today and a specified date/time field.
Function Setup | 96566
Added support for selecting Codeunit as a type on the Function Setup page in a sandbox environment. It is possible to both set up and enqueue codeunits in sandboxes.
Note
It is not possible to set up codeunits on the Function Setup page in a production environment. In a production environment, we recommend using Reports instead.
Copilot | 104899
Changed the name from "Ask Copilot for Assistance" to "Suggest with Copilot" in the Eagle Functions and KPIs Guide.
Table Extensions | 104378
Removed the table extensions from the standard activities in the standard role centers.
Eagle Startup Guide | 105245
Fixed an issue when ServiceAgencyKey becoming blank when executing Eagle Startup Guide.
Client Companies | 104547
Fixed an issue where client companies were not being counted correctly.
Function Setup | 104665
Removed the direct export field from the Function List page when the Select Page action is chosen.
Version 23.8
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Function Setup | Ability to assign a job queue category code to functions | 104947 |
Function Setup | 104947
Added the Job Queue Category Code field on the Function Setup page. This allows users to use the standard functionality to prioritize the execution of functions in the job queue.
Note
The Job Queue Category Code is used in the client companies when the function is processed.
Version 23.7
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Copilot | Microsoft Copilot integration in Eagle Functions & KPIs Guide | 100426 | |
Added | Function | Apply selected dimensions when enqueuing report 94 - Close income statement | 100161 | |
Added | Function Templates | Function templates for handling VAT returns on the function setup page | 101133 | |
Added | KPI Templates | User-defined KPIs templates for handling VAT returns | Yes | 101130 |
Added | Company Type | Block when changing company type on the Eagle Setup page | Yes | 100078 |
Added | System Filter | System filters for my customers, vendors, and items | Yes | 104364 |
Changed | User-defined KPIs | Move User-defined KPIs up or down easier | Yes | 101214 |
Changed | Table Extension | Role center for Eagle User-defined KPIs | Yes | 101327 |
100426 | Copilot
Added support for Microsoft Copilot in the Eagle Functions & KPIs Guide. With the help of Copilot, you can more easily filter out Functions and KPIs that fit your business. Learn more at Copilot for Eagle.
100161 | Function
Added support for including selected dimensions to Client Companies with report 94 Close Income Statement. This makes it possible for users to control from the Service Agency which dimensions are to be used.
101133 | Function Templates
Added several functions to handle VAT returns in the Guides. This requires that the Smart Swedish VAT app is installed in the environments for all client companies.
101130 | KPI Templates
Added several templates for User-defined KPIs for handling VAT Returns in the Guides.
100078 | Company Type
Added a block when changing from Service Agency to Client or Single Company if there are enabled client companies in any environment.
104364 | System Filter
Added system filters for My Customers, My Vendors, and My Items. These filters can be applied to User-defined KPIs.
101214| User-defined KPIs
Changed the view for User-defined KPIs when using the Move up or down function.
101327 | Table Extensions
Changed the functionality for how the Eagle User-defined KPIs are added to the standard activities in the standard role centers.
Version 23.6
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Swedish Tax Agency | Retrieve tax account entries for multiple companies | 89588 | |
Added | Teaching Tips | Teaching tips in Eagle for information and tips | 85922 | |
Removed | Create VAT Return | Removed non-date filters from Date Filters | 101351 | |
Fixed | Metadata | Metadata error for report Export Incoming Documents (G/L Entry) | 103763 | |
Fixed | Message | Message showed an incorrect number of companies for which a function was enqueued | 103740 |
Swedish Tax Agency | 89588
Added the report Get Entries from Swedish Tax Agency with ID 70337387 which can be used to retrieve tax account entries from the Swedish Tax Agency (Skatteverket) for multiple companies. This requires that the Smart Swedish VAT app is installed in the environments for all client companies.
Note
When you enqueue the report, you will be redirected to the Swedish Tax Agency website to authenticate with BankID. In order for it to be possible to retrieve the transactions the registration number must be specified on the Swedish Tax Agency Setup page in each company.
Teaching Tips | 85922
Added teaching tips on several pages in Eagle, to provide information and tips.
Note
The teaching tips in Eagle have several purposes: they can facilitate demos, training and provide increased understanding of how to set up and use Eagle.
Create VAT Return | 101351
Removed VAT Statement Name and VAT Statement Template from the Date Filters for report Create VAT Return with ID 70326077.
Metadata | 103763
Fixed metadata error for report Export Incoming Documents (G/L Entry) with ID 70337385.
Note
Previously, not all metadata was always retrieved. Depending on which filter was set when the report was enqueued, different metadata was retrieved.
Message | 103740
Fixed the messages that are displayed after a Function is enqueued. The messages could under certain circumstances display that a function was enqueued for lower number of companies than it was actually enqueued for.
Version 23.5
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Release Wave | Support for Business Central 2024 Wave 1 | 102555 | |
Added | Guide | Guides to configure Eagle Setup, KPIs, and Functions | 97204 | |
Added | Error Message | Error message for reports that are not compatible with Eagle | 99216 | |
Added | User-defined KPIs | Grouped user-defined KPI templates. | Yes | 99821 |
Changed | File Name Settings | Changed the default settings for file name settings | 99223 | |
Changed | Evaluation Company | Changed the name of demo company | 99764 | |
Fixed | Templates | Fixed incorrect filters on User-defined KPIs templates | Yes | 100031 |
Release Wave | 102555
Added support for Business Central 2024 Wave 1.
Guide | 97204
Added two new guides to easier configure Eagle Setup and to get started with Functions and User-defined KPIs. You find all guides on the Assisted Setup page, or choose the search icon (ALT+Q), enter Eagle Functions and KPIs Guide or Eagle Startup Guide.
Error Message | 99216
Added a error message when configuring Functions that rely on deprecated reports and tables which are not supported by Eagle.
User-defined KPIs | 99821
Added grouping of templates on the User-defined KPIs template guide.
File Name Settings | 99223
Changed the default settings on the File Name/Path Settings. When Eagle is configured as a Single Company, the company name is not included by default.
Evaluation Company | 99764
Changed the naming of Demo Company to Evaluation Company for example on the Environment page.
Templates | 100031
Fixed filters on User-defined KPIs templates Sales This Month and Sales Last Month.
Version 23.4
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Fixed | Actions | Error occurred while exporting the results of actions | 100441 |
Actions | 100441
Fixed issue that occurred when exporting the results of an action. The error occurred when selecting the Download or Export actions on the Queue Entries and the Queue Entry Batches page.
Version 23.3
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Date filters | Support for time on the date filters | Yes | 90684 |
Added | User-defined KPIs | Ability to use thresholds on User-defined KPIs | Yes | 90684 |
Added | Export Payment File | Capability to export payment files (BaseApp) | 95630 | |
Added | Environment Card | New fields and actions on the environment card | 98055 | |
Added | Date filters | Combine date range and date formula | 89631 | |
Added | Role Center | Added the option to use the Eagle - Single Company role center | 98618 | |
Added | Error handling | Improved error handling | 87046 | |
Added | File name/Path | Functionality to remove line breaks from paths and file name | 99199 | |
Added | User-defined KPIs | Prefix and Suffix for User-defined KPIs | Yes | 97973 |
Added | User-defined KPIs | Rounding options for User-defined KPIs | Yes | 97972 |
Changed | Role center | Changed role center caption | 98619 | |
Changed | Advanced KPIs | Page No. is no longer a requirement | Yes | 99299 |
Changed | User-defined KPIs | Changed date preview on the Eagle KPIs Setup | Yes | 97785 |
Fixed | User-defined KPIs | Issue with User-defined KPIs (My - This Company) | Yes | 99248 |
Fixed | Environment Card | Issue on the environment card when using the action get companies | 99342 | |
Fixed | Expression Terms | Fixed an issue with SE region and decimal expression term | Yes | 99492 |
Fixed | Client Companies | New client companies was default enabled | 99514 |
Date filters | 90684
Added support for specifying Start Time and End Time when using Date Filters on the configuration of Eagle KPIs and Functions. This is useful, for example, to filter on "today between 12:00 - 5:00 PM".
User-defined KPIs | 90684
Added functionality to use upper and lower thresholds on User-defined KPIs. If the calculated value is between the thresholds, the value will be shown as 0.
Export payment file | 95630
Added the capability to enqueue a report to export payment files (BaseApp). The Export Payment File report has object ID 70337386.
Environment Card | 98055
Added multiple new fields and reorganized actions on the Environment card.
Date filters | 89631
Added the ability to use Combined Filter as the date calculation type on Date Filters page. This allows combining date formulas and date ranges, providing more filter options.
Role Center | 98618
Added the possibility to use Eagle - Single Company role center even if the company type on the Eagle Setup page is not configured as a Single Company.
Error handling | 87046
Added improved error handling for better capture and presentation of errors. Errors are now managed through an error message handler, and a list of potential errors can be displayed in the client company.
File name/Path | 99199
Added functionality to remove line breaks from paths and file name when exporting files.
User-defined KPIs | 97973
Added Prefix and Suffix options for User-defined KPIs. This can be useful if you want to add a currency symbol or a percentage sign.
User-defined KPIs | 97972
Added Rounding Type and Rounding Precision to use at User-defined KPIs. With Rounding Type, the method by which the calculated value is to be rounded is specified. And with Rounding Precision, the size of the interval desired between rounded amounts is specified. This can be useful if you want to round the calculated value to a certain number of decimals.
Role center | 98619
Changed the caption of the role center from Eagle Service Agency to Eagle - Service Agency.
User-defined KPIs | 97785
Changed the date preview in the Use Template guide on the Eagle KPIs Setup page to the current day instead of the work date.
Advanced KPI | 99299
Changed so that Page No. is no longer a requirement for User-defined KPIs.
User-defined KPIs | 99248
Fixed an issue that occurred when using the Add to Role Center or Add to Activities actions on the User-defined KPIs (My - This Company) page.
Environment card | 99342
Fixed an issue that occurred when using Get Companies action on the Environment card.
Expression terms | 99492
Fixed an issue that occurred when using a decimal separator other than a period.
Client Companies | 99514
Fixed an issue where new client companies were set to Enabled when adding from Get Companies on the Environment page.
Version 23.2
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Enqueue Report | Possible to select Excel or PDF as output type when enqueueing | 99528 |
Enqueue Report | 99528
Added the Enqueue Report (Excel) and Enqueue Report (PDF) actions on the My Companies and the My Company pages. The actions can be moved to the desired location by selecting the Personalize action.
Version 23.1
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Re-enqueue | Re-enqueue multiple functions at the same time | 96498 | |
Added | Single Company | Simplified the way to use Eagle in a single company | 96066 | |
Added | Function Setup Card | Hidden fields on the function setup card before the function is created | 96641 | |
Added | Template | Use template on function setup card | 96640 | |
Added | KPI | Notification to disable KPI before adding filter | Yes | 96657 |
Added | KPI Template | New KPI templates | Yes | 97206 |
Added | Function Setup | Extended possibility for PTE developers | 96671 | |
Added | User-defined KPI | More options for system filter | Yes | 94112 |
Added | Function Setup | New template on function setup page | 97284 | |
Added | Export Table | Possible to export fields of the date formula type | 95853 | |
Added | Eagle KPI | Check when change from Client to Service Agency | 97202 | |
Added | Dependency | Dependency on Business Central v23.2 | 97351 | |
Added | Export Payment File | Export of Payment File | 96062 | |
Added | Regional Settings | Regional Settings on the Settings for My Companies page | 97977 | |
Added | Eagle KPIs | Support for CDS-tables | 97996 | |
Changed | Pre-defined KPI | Changed fields on the Pre-defined KPIs page | Yes | 93535 |
Changed | KPI Template | Changed KPI template | Yes | 97255 |
Fixed | Date Range | Fixed date range on KPI template | Yes | 97282 |
Removed | KPI Template Date Filter | Changed date filter on KPI template | Yes | 97281 |
Re-Enequeue | 96498
Added the ability to re-enqueue multiple reports simultaneously. This is useful for example, when errors have occurred in several reports, you have made an update with the errors corrected, and want to request all the reports again at the same time.
Single Company | 96066
Added a new company type on the Eagle Setup page, called Single Company. For businesses that want to use Eagle for just the current company, there is now a more user-friendly interface on a new page called My Company. With Eagle - Single Company, you can also utilize the role center of the same name. On the role center, we have gathered the functionality from Eagle that you need for the company you are working with.
Function Setup Card | 96641
Added functionality to hide fields on the Function Setup Card before the function is created. The fields become visible when the No. is selected.
Template | 96640
Added the action Use template on the Function Setup Card, allowing you to choose from a template even if you choose the New action.
KPI | 96657
Added a notification indicating that you need to deactivate the KPI before edit Filters and Date Filters.
KPI Templates | 97206
Added KPI templates for the apps Master Data Management System by IT.integro sp. z o.o. and Golden EDI by Golden EDI AB in the User-defined KPI template guide.
Function Setup | 96671
Added public functions on the Function Setup table to enable PTEs to create functions.
User-defined KPI | 94112
Added more options for system filters, such as <> User-ID.
Function Setup | 97284
Added new functionality to Export Incoming Documents (G/L Entry) along with attachments and incoming document files. Export Incoming Documents (G/L Entry) report has object ID 70337385.
Export Table | 95853
Added support for all selectable fields. Previously, it was not possible to export fields of the date formula type.
Eagle KPI | 97202
Added a check when a change from Client to Service Agency on the Eagle Setup page to ensure there are no Advanced KPI linked to another Service Agency. Also, implemented a confirmation prompt recommending the selection of Service Agency & Client instead.
Dependency | 97351
Added dependency on version 23.2 of Business Central.
Export Payment file | 96062
Added the capability to export payment files (Continia Payment Management) and receive the file back into Queue Entries.
Regional Settings | 97977
Added Regional Settings Code on the Settings for My Companies page, allowing control over language and regional settings.
Eagle KPIs | 97996
Added support for tables with TableType CRM, which enables KPIs to be created for Dataverse tables.
Pre-defined KPIs | 93535
Changed the fields Cue Visibility and Cue Link Opens In on the Predefined KPIs page from zero (0) to empty. Changes can not be made to these fields.
KPI Template | 97255
Changed the filter in the KPI template Overdue Sales Invoice Amount from Closing Balance - Current Day to Closing Balance - Yesterday.
Date Range | 97282
Fixed the template Purchase Contracts, Review Overdue (Continia Document Capture) with a date filter of Closing Balance minus 7 Days.
KPI Template Date Filter | 97281
Removed Date Filter on KPI template Open Purch. Invoice Amount.
Version 23.0
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | App Details | Details about supported apps on the environment pages | 94100 | |
Added | Export Documents | Report for exporting incoming documents from G/L entries | 89300 | |
Added | Function Setup | Possibility to specify file/path settings | 92263 | |
Added | Function Setup | Possibility to specify whether a report should be ordered as Excel or PDF | 95908 | |
Added | Table Export | Possibility to specify a custom separator | 93696 | |
Added | Approval | Report for sending approval requests for general journals | 85646 | |
Added | Payments | Reports for managing payments using the Continia Payment Management app | 84312 | |
Added | Function Setup Guide | A wizard that allows users to set up functions using templates | 64886 | |
Added | Environments | Current company is added automatically if Company Type is Service Agency & Client | 93592 | |
Added | Enqueue Functions | Streamlined enqueueing of functions requested and executed by the same company | 93595 | |
Changed | Date Filters | New handling of date filters for functions and KPIs | Yes | 87464 |
Removed | My Companies | Removed actions to enqueue Excel reports | 95903 |
App Details | 94100
Added the App Versions FactBox pane on the Environments - Eagle and the My Environments pages. App Versions contain information about current and recommended version of supported apps installed in the Service Agency and/or in the chosen environment (the client company).
Reports | 89300
Added the report "70337385 - Export Incoming Documents (G/L Entry)" which enables users to export incoming documents from general ledger entries.
Function Setup | 92263
Added the fields "File Name Code", "Path Setting" and "Path Code" on the Function Setup page which enables users to specify specific settings for a function without creating new Queue Result Settings.
Function Setup | 95908
Added the Output Type field on the Function Setup page which enables users to specify whether the result of an enqueued report should be Excel or PDF.
Table Export | 93696
Added the Custom option in the Delimiter field on the File Settings page which enables users to specify a custom separator.
Approval | 85646
Added the report "70337384 - General Journal Approval Request" which enables users to send approval requests for general journals.
Payments | 84312
Added the reports "70337382 - Suggest Vendor Payments (Continia Payment Management)" and "70337383 - Export Payments (Continia Payment Management)" which enables users to manage payments using the Continia Payment Management app.
Function Setup Guide | 64886
Added the New from Template action on the Function Setup page which enables users to add functions using a guide (wizard) with pre-configured templates.
Environments | 93592
Added a feature to populate and enable the current company on the Client Companies FastTab on the Environments - Eagle card without needing to log in. Only applicable if the Client Type field on the Eagle Setup page is set to Service Agency & Client.
Enqueue Functions | 93595
Added functionality to enqueue functions for the current company without using web service communication.
Date Filters | 87464
Added new handling of date filters for functions and KPIs.
My Companies | 95903
Removed actions to enqueue Excel reports on the My Companies page. The output type of the report is specified on the Function Setup page instead. See Function Setup | 95908 for more information.
Version 22.3
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Export Documents | Export sales documents with attachments | 89305 | |
Added | Manage Environments | Manage environments for other users | 75485 | |
Added | Export Documents | Export purchase documents with attachments | 89356 | |
Added | KPI Templates | More templates added for the Continia Document Capture app | Yes | 77903 |
Added | Import KPIs and templates | Imported Eagle KPIs are automatically enabled | Yes | 90604 |
Added | Eagle API | New API pages for Eagle KPIs | Yes | 90610 |
Added | My Companies | Enhanced the user experience on the My Companies page | 92206 | |
Fixed | Table Export | Enqueue Table Export in other languages than English | 92105 | |
Fixed | Obsolete Filter | Deprecated Advanced Filter and Page Filter | 93601 | |
Removed | User Task activities | Removed the ability to configure Eagle KPI´s on User Task activities | 82388 |
Export Documents | 89305
Added new functionality to export Sales Invoices and Sales Credit Memo along with attachments and incoming document files. The Export Sales Invoices report has object ID 70337377 and the Export Sales Credit Memos report has object ID 70337378 on the Function Setup page.
Manage Environments | 95485
Added ability to manage environments for other users on the page Environments - Eagle. This enables users to manage "My Environments" for other users.
Export Documents | 89356
Added new functionality to export Purchase Invoices and Purchase Credit Memos along with attachments and incoming document files. The Export Purchase Invoices report has object ID 70337379 and the Export Purchase Credit Memos report has object ID 70337380 on the Function Setup page.
KPI Templates | 77903
Added templates for the Continia Document Capture app in the User-defined KPI Templates Guide.
Import KPIs and templates | 90604
Added automatic enabling of Eagle KPIs when these are imported.
Eagle API | 90610
Added new API pages for User-defined KPIs (This Company) and User-defined KPIs (My - This Company.
My Companies | 92206
Enhanced the experience of the My Companies page by making Enqueue Table data more visible and merging Enqueue Report and Enqueue and Export Reports.
Table Export | 92105
Fixed an error that occurred when Enqueue Table Export was requested in certain scenarios when a language other than English was used.
Obsolete Filter | 93601
Ensured that the pages Date Filter and Page Filter have been set to deprecated.
User Task activities | 82388
Removed the ability to configure Eagle KPIs on the User Task activities, as Business Central does not support Eagle KPIs for that activity.
Version 22.2
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Permissions | New Permission Set for Eagle Free | Yes | 93650 |
Permission | 93650
Added the Eagle Free Permission Set which allows users to use Eagle Free and set up Eagle KPIs for the current company.
Version 22.1
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Date Filter | Support for Date Filter on a SweBase report | 89741 | |
Added | User-defined KPIs | Template guide includes a step that organizes templates based on the installed app | Yes | 69094 |
Added | Eagle KPI Template | More Templates available | Yes | 85833 |
Added | User-defined KPI | Increased the number of available KPIs | Yes | 84256 |
Added | Function Setup | Schedule Functions with Job Queue | 81243 | |
Added | My KPIs | Each user can create their own KPIs, which only they can see | Yes | 84279 |
Added | Queue Result Settings | Customizable Placeholders for Including Report Filters in File Names or Paths | 88958 | |
Added | Queue Entry Batches | Integration Queue Entry No. on Queue Entry Batches | 89104 | |
Added | Queue Result Settings | Support for converting placeholders in file names/paths | 89311 | |
Added | Eagle KPIs | DrillDown enabled for KPIs with SourceTableTemporary | Yes | 89073 |
Changed | Tooltip | Tooltip adjustments for Eagle KPIs | 90830 | |
Changed | User-defined KPI | The Reload my companies action occurs automatically | 88788 | |
Changed | Function Setup | Updated Field No. in Function Setup to DrillDown List | 82228 | |
Fixed | Additional Link Settings | Error Message fixed | Yes | 89352 |
Removed | Actions | Actions are removed as an optional type on the Function Setup page | 79792 |
Date Filter | 89741
Added Date Filter capabilities on the SweBase report titled Deferral Entries.
User-defined KPIs | 69094
Added a new page in the User-defined KPI Templates Guide with template grouping based on the installed apps.
Eagle KPI Template | 85833
Added more templates in the guide based on several apps and the Base Application.
User-defined KPIs | 84256
Added 30 additional KPIs, of all types (including expression terms). It is now possible to configure up to a total of 50 KPIs per type.
Function Setup | 81243
Added the ability to schedule when to request a Function through the Job Queue. You can choose to schedule functions individually or entire Function Groups. It is possible to schedule functions on the Function Setup, Function Group page and on the Function Category page.
Tip
Example: You can schedule to retrieve all your monthly financial reports on a specific date each month for all your companies.
My KPIs | 84279
Added the capability for each user to add a total of 50 KPIs to their Role Center, which only the user themselves can see.
Queue Result Settings | 88958
Added new placeholders that can be manually inserted to include the report's filters in the file name or path.
Queue Entry Batches | 89104
Added a new field for Spider entry number, Integration Queue Entry No. on the Queue Entry Batches.
Queue Result Settings | 89311
Added support for transforming placeholders within file names and paths in accordance with standard Transformation rules
Eagle KPIs | 89073
Added support for SourceTableTemporary enabling DrillDown on Eagle KPIs.
ToolTip | 90830
Changed some tooltips and captions for Eagle KPIs. On some pages, the tooltip has been removed and the caption is only displayed in english.
User-defined KPIs | 88788
Changed the Reload my companies action to start automatically if changes have been made to an Eagle KPI when you request a function. Previously, it would result in an error when you requested a function if you have not used the Reload My Companies action.
Function Setup | 82228
Changed the field No. on the Function Setup page to a DrillDown list instead of opening a list in a new window.
Actions | 79792
Removed Actions as a selectable type at the Function Setup page. Functions that were previously categorized as Actions are now selectable as Reports.
Tip
Example: If you have the SweBase app installed, SIE Export is now selectable as type Report and Object ID 12047960. Discover more alternative reports from SweBase.
Additional Link Settings | 89352
Fixed Error Message when changing Page No. on Drilldown and Function Page No..
Version 22.0
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | File/Path | Work Date as an option in naming of queue result settings | 85237 | |
Added | Date Filters | Support added for blank date formulas | Yes | 85797 |
Added | Enqueue | Added capability for enqueueing groups of functions | 63877 | |
Added | Spider | Enhanced functionality for exporting results through the integration queue | 75819 | |
Added | Eagle KPIs | Preview of the KPI in the FactBox Pane | Yes | 84277 |
Added | Queue Result Settings | Added the 'Copy' action for duplicate queue result settings | 83853 | |
Added | Client Companies | Enhancements for handling new Client Companies | 82438 | |
Added | Function Setup | Category Code field added to function setup card | 85912 | |
Added | Export | New field on Queue Entries Page | 88293 | |
Added | Queue Result Settings | Expanded allowed characters for file and path names | 88460 | |
Changed | Eagle Setup | Tailored visibility on Eagle setup page | Yes | 82336 |
Fixed | Eagle Cue Setup | Automatic addition of expression KPIs to the Eagle Cue Setup page | Yes | 88284 |
Fixed | Imported Functions | Imported functions now assigned correct | 88959 | |
Fixed | Permissions | Permission issue resolved | 88961 |
File/Path | 85237
Added Work Date as a placeholder in File Name/Path Settings at Queue Result Settings page. This is useful if the file name or path should include the date when the results are exported.
Date Filters | 85797
Added support for blank date formulas. Useful for filtering on empty dates.
Note
Example: Filter on records that have '' in a date field.
Enqueue | 63877
Added the capability to request groups of functions. It is possible to select one or more groups and queue all functions within the selected group(s).
Spider | 75819
Added the capability to export the results of requested functions through the Integration Queue when the Spider app is installed. This enables users to take advantage of all available Communication Methods in Spider, such as FTP, S/FTP, etc.
Eagle KPIs | 84277
Added a preview of the KPI in the FactBox pane which allows the users to see a preview of the calculated value and the link of the KPI that they are configuring.
Queue Result Settings | 83853
Added the Copy action on Queue Result Settings page, which allows users to duplicate a queue result setting. Useful when you want to have multiple queue result settings with different path settings.
Client Companies | 82438
Added improvements to the handling of new client companies. New client companies are now automatically added as inactive client companies.
Note
You need to activate new client companies to be able to manage them on the My Companies page.
Function Setup | 85912
Added the Category Code field on the Function Setup card. Can be used as a placeholder in the name of files and paths.
Export | 88293
Added a field for Direct Export Status on the Queue Entries page to display the status of the export. The field shows the values Exporting, Exported, and Error.
Queue Result Setting | 88460
Added support for more characters in the names of files and paths.
Tip
Added a new field on the File Name/Path Settings Card called Additional Invalid Characters. This field allows users to define and manage characters that are not allowed in the context of exporting their results for some reason.
Eagle Setup | 82336
Changed which fields and actions are visible on the Eagle Setup page depending on what is selected in the Company Type field. Client Company's can only see relevant actions and fields now.
KPIs Expression | 88284
Fixed the automatic addition for KPIs of type Expression to the Eagle Cue Setup page. Previously, these Expression-type KPIs required manual addition.
Imported Functions | 88959
Fixed imported functions being assigned the wrong Level. The Level that the user use during the import will be assigned to the imported functions.
Permissions | 88961
Fixed permission error on TableData QWEEG Queue Entry Batch by adding indirect permission.
Version 21.8
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | User-defined KPIs | Expression has been added as a new calculation method | Yes | 80867 |
Added | Expression Terms | A new type that can be used as a component in User-defined KPIs | Yes | 80867 |
Added | Client Company | Client Company Code as a new identifier | 83516 | |
Added | Templates | More templates that can be selected if the ExFlow app is installed | Yes | 78802 |
Added | User-defined KPIs | Faster calculation of minimum and maximum | Yes | 84381 |
Added | Table Export | Export data from tables to files | 84043 | |
Added | User-defined KPIs | Filter in a related table | Yes | 83522 |
Added | Queue Entries | Support to facilitate error handling of enqueued functions | 81244 | |
Added | Language/region | Settings to control which language/region are used for enqueued functions | 81241 | |
Added | User-defined KPIs | Improved user experience when adding KPIs and expression terms | Yes | 85012 |
Added | Post Gen. Jnl | Improved error handling when a journal cannot be posted | 87045 | |
Added | Function Setup | Reports designed to not allow scheduling can be set up | 87460 | |
Changed | Error messages | Improved error messages for User-defined KPIs | Yes | 83872 |
Changed | Job Queue | Improved cleanup of job queues with errors | 82131 | |
Changed | Company Badge | Extended number of characters on the My Companies page | 84466 | |
Changed | User-defined KPIs | Rearranged actions on the User-defined KPI card | Yes | 82135 |
Changed | Enqueue Functions | Group code is ignored when requesting functions | 86754 | |
Fixed | Predefined KPIs | Adjusted visibility of newly added KPIs | 84478 |
User-defined KPIs | 80867
Added Expression to the Calculate field on the User-defined KPI page which enables users to perform calculations containing one or more Expression Terms and constant values.
Expression Terms | 80867
Added Expression Terms which can be used when the Calculate field on the User-defined KPI page is set to Expression. Expression Terms is similar to the User-defined KPIs as they can be calculated in the same way, but they are not possible to display, only use as a component when calculating User-defined KPIs.
Note
Example: You want to create a KPI that shows the difference between two accounts "2460" and "1560": Start by creating two Expression Terms, one the calculates the sum of "2460" and the other "1560". Then create a User-defined KPI that is set to Expression in the Calculate field, and then select the two expression terms (on the lines) with the " - " operator between them. By doing this you have created a KPI that shows the sum of account "2460" minus the sum of "1560".
Client Company | 83516
Added Client Company Code as a new identifier. The Code can be assigned to client companies on the Client Company Settings page.
Templates | 78802
Added more templates for the ExFlow app in the User-defined KPI Templates Guide.
User-defined KPIs | 84381
Added improvements of the calculation of User-defined KPIs, making it much faster to update calculations of the types Min and Max.
Table Export | 84043
Added Table Export as a new Type on the Function Setup page which enables users to export data from tables in the format specified by the user.
Note
The table export is useful for troubleshooting, migrating data and to export data to other systems on a recurring basis. It's possible to set up any table available in the service agency and the company client to be exported.
Tip
Use the Table Export to, for example, extract accounting transactions for several companies to one file, or to export all open ledger entries. You can specify which file settings should apply, for example it is possible to extract Excel files, tab and semicolon delimited files.
User-defined KPIs | 83522
Added the Filter Related Table toggle on the User-defined KPI page which enables users to specify a filter in a related table of the table selected for the KPI.
Tip
Use filter related table to apply a filter in a related table. Useful if the data you want to filter on is not in the table the KPI is based on.
Queue Entries | 81244
Added the Handled field on the Queue Entries page to allow users to enter a text or a code to specify how an error has been handled. It only applies to functions that ends with an error.
Note
When a value is entered in the Handled field, the Status changes to Error (handled).
Language/region | 81241
Added settings to control which language and/or region is used for enqueued functions. Users can create codes that contain a combination of language and region on the Regional Settings - Eagle page and assign the code at different levels, the most specific setting applies.
User-defined KPIs | 85012
Added improvements to the user experience when creating User-defined KPIs and Expression Terms. The Description is now automatically filled in with the same as the Name. Which fields are visible depends on which settings the user applies when creating User-defined KPIs and Expression Terms.
Post Gen. Jnl | 87045
Added improvements to the error handling when a journal cannot be posted. The reason why the journal cannot be posted is displayed in the Error Message field on the Queue Entries page.
Function Setup | 87460
Added ability to set up reports designed to disallow scheduling on the Function Setup page.
Note
Reports that are not designed for scheduling may not be able to be Enqueued successfully. The reports should be properly tested to avoid unwanted behavior.
Error messages | 83872
Changed the error messages displayed for user-defined KPIs to a more user-friendly language.
Job Queue | 82131
Changed the cleanup to ensure that the job queues that end with an error are deleted.
Company Badge | 84466
Changed the number of characters allowed in the Badge field on the My Companies page from 4 to 6 characters.
User-defined KPIs | 82135
Changed the order of the actions on the User-defined KPI page.
Enqueue Functions | 86754
Changed behavior when both a function and a group are selected when requesting functions. Now the group code is ignored.
Predefined KPIs | 84478
Fixed the visibility settings to handle the newly added KPIs correctly.
Version 21.7
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | File Name/Path Settings | Configure paths and file names for the result of enqueued functions | 75787 | |
Added | Queue Result Settings | Save the result of enqueued functions on SharePoint Online | 75828 | |
Added | System Filter | Filter on records related to current user, company, environment or tenant | Yes | 82014 |
Added | User-defined KPIs | Templates for the Continia app in the User-defined KPI Templates Guide | Yes | 74298 |
Added | User-defined KPIs | Templates for the Base Application in the User-defined KPI Templates Guide | Yes | 80429 |
Added | Messages | Information regarding the billing of Eagle | 81699 | |
Added | Predefined KPIs | New Predefined KPIs | 82030 | |
Added | User-defined KPIs | Improved error handling for User-defined KPIs that cannot be calculated | Yes | 78762 |
Added | Date Formulas/Ranges | The system-defined date formulas/ranges are added when the KPI guide is used | Yes | 83468 |
Fixed | User-defined KPIs | User-defined KPIs did not show the opposite sign on the My Companies page | Yes | 82407 |
File Name/Path Settings | 75787
Added File Name/Path Settings to allow users to configure which paths and what file names the results of enqueued functions should have when exported.
Queue Result Settings | 75828
Added Queue Result Settings to allow users to configure how to handle the results of enqueued functions.
System Filter | 82014
Added System Filter to allow users to specify filters on records related to current user, company, environment or tenant.
Tip
Use system filters for user-defined KPIs to create cues that displays records that apply to the logged-in user, such as "Invoices to be approved by me" or "Time sheets to be approved by me".
User-defined KPIs | 74298
Added templates for creating user defined KPIs that can be useful if using the Continia Payment Management app.
User-defined KPIs | 80429
Added templates for the Base Application in the User-defined KPI Templates Guide.
Predefined KPIs | 82030
Added the following Predefined KPIs for Client Companies: Allow Posting From, Allow Deferral Posting From, My Allow Posting From and Allow Deferral Posting To.
Messages | 81699
Added messages to inform users about the billing of Eagle, which are displayed when the first client company is activated and when the value in the Company Type field on the Eagle Setup page is changed to Service Agency.
User-defined KPIs | 78762
Added error handling improvements for user-defined KPIs that cannot be calculated and new fields are displayed on the KPIs with errors.
Date Formulas/Ranges | 83468
Added functionality to ensure that the system-defined date formulas and date ranges are added when the User-defined KPI Templates Guide is used.
User-defined KPIs | 82407
Fixed issue regarding User-defined KPIs not showing the opposite sign on the My Companies page (even though they were set to display the opposite sign.)
Version 21.6
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | User-defined KPIs | Assisted configuration of links for User-defined KPIs | Yes | 81621 |
Added | Role Centers | Performance optimization of data cues in the role centers | Yes | 81501 |
Added | Environment | Current environment is added automatically | 81650 | |
Added | Function Setup | A card for Function Setup | 82041 | |
Changed | KPI/Link Functions | Simplified configuration of User-defined KPIs | Yes | 81621 |
Fixed | Eagle KPIs | Calculate Min/Max/Average | Yes | 81921 |
User-defined KPIs | 81621
Added the Additional Link Settings toggle on the User-defined KPI card. When it's deactivated, the same filter is applied to the link as to the KPI. This feature allows users to create the most common KPIs quick and easy.
Tip
Enable the Additional Link Settings toggle to be able to select pages for the link other than those using the source table specified for the KPI, and also to be able to specify filters for the link that differ from the filters specified for the KPI.
Role Centers | 81501
Added performance optimization of the data cues based on the Eagle KPIs in the role centers. The data cues in Eagle are now updated in the background while the user can continue to work as usual without waiting for the KPIs to be calculated.
Environment | 81650
Added function to automatically add the current environment when the Environments - Eagle page is opened.
Note
It is common to use Eagle against the current environment. To make it easier to get started, it is now automatically added (if no environments are specified already).
Function Setup | 82041
Added a card for the Function Setup which is displayed automatically when a new record is created on the Function Setup page.
Note
The Function Setup page is also set to be uneditable in this release.
KPI/Link Functions | 81621
Changed and simplified how KPI Functions and Link Functions are created. Previously, users needed to create both a KPI Function and a Link Function when adding User-defined KPIs. This change allows users to only specify which object the KPI and Link should be based on and the KPI/Link Function are created automatically.
Note
The KPI Functions and Link Functions linked to User-defined KPIs are after this change only used in the background by the system and not something that a user needs to administer.
Version 21.5
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Fixed | Eagle KPIs | Calculate Min/Max/Average | Yes | 81921 |
Eagle KPIs | 81921
Fixed the Calculate Field No. field to be editable when selecting Min, Max or Average in the Calculate field.
Version 21.4
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Release Wave | Support for Business Central 2023 Wave 1 | Yes | 79951 |
Added | Function Setup | Action for creating a copy of the records on the Function Setup page | 81242 | |
Added | Eagle KPIs | Action to change the numbering and sorting of user-defined KPIs | Yes | 80696 |
Added | App registration | Ability to use pre-configured app registration | 79651 | |
Added | Eagle KPIs | Action to copy key performance indicators | Yes | 70212 |
Added | Role Center | Ability to add key performance indicators to an optional role center | Yes | 77860 |
Added | Eagle KPIs Setup | New setup page for the key performance indicators in Eagle | Yes | 79323 |
Changed | Eagle KPIs | The Clear action always deletes related functions | Yes | 80695 |
Changed | KPI Captions | The key indicators have been renamed to "Eagle KPIs" | Yes | 79323 |
Fixed | Grouping | A KPI belonged to the wrong group in the role center | 80302 |
Release Wave | 79951
Added support for Business Central 2023 Wave 1.
Function Setup | 81242
Added the Create Copy action on the Function Setup page for creating a copy of a record, to facilitate the set up of similar functions.
Eagle KPIs | 80696
Added the actions move Up and Down on the Eagle KPIs Setup page to change the numbering and sorting of user-defined KPIs.
App registration | 79651
Added the ability to use a pre-configured App registration from SmartApps. If the fields Client Id and Client Secret on the Eagle Setup page are left empty, the App registration provided by SmartApps is used.
Note
To use your own App Registration and not use the one from SmartApps: Enable the Use custom Azure App Registration toggle and enter the Client ID and Client Secret. Find more information in the section How To Create App Registration for Eagle
Eagle KPIs | 70212
Added the Copy action on the User-defined KPI page to create new key performance indicators by copying another.
Role Center | 77860
Added the actions Set Up Eagle KPIs and Select Eagle Cues on the role centers in Dynamics 365 Business Central which allows users to set up and display the key performance indicators as data cues on any role center.
Eagle KPIs Setup | 79323
Added the Eagle KPIs Setup page for configuring the key performance indicators in Eagle.
Eagle KPIs | 80695
Changed the Clear action to always remove the related functions.
KPI Captions | 79323
Changed the naming of all key performance indicators in Eagle:
Old named | New name | Description |
---|---|---|
KPIs | Predefined KPIs (Client Companies) | Key performance indicators that are pre-configured and can only be used to view data from the client companies listed on the Eagle - Environments page |
Advanced KPIs (Client Companies) | User-defined KPIs (Client Companies) | Key performance indicators that are configured by a user and that can be used to view data from the client companies listed on the Eagle Environments page |
Advanced KPIs (This Company) | User-defined KPIs (This Company) | Key performance indicators that are configured by a user and that can be used to view data from the current company that the user is logged into |
Note
The new collective name for all Key performance indicators is Eagle KPIs and can be found on the Eagle KPIs Setup page. Only companies specified as Service Agency (on the Eagle Setup page) can see all KPIs.
Grouping | 80302
Fixed the group affiliation for one Key performance indicator on the Service Agency role center.
Version 21.3
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | KPIs | ExFlow KPIs are added automatically if the ExFlow app is installed | 76878 | |
Added | Advanced KPIs | Possibility to export and import Advanced KPIs regardless of type | Yes | 76872 |
Added | Credentials | Possibility to enter login details again in case of error | 76666 | |
Added | Advanced KPIs | New calculation methods and the possibility to show the opposite sign | Yes | 71860 |
Added | My Environments | Information about the environment are displayed in the FactBox | 77902 | |
Added | Advanced KPIs | Templates for the ExFlow app in the Advanced KPI Guide | Yes | 75285 |
Added | Date Filter | Support for Date Filter for ExFlow reports | 76428 | |
Added | Function Setup | Additional Settings for the Suggest Vendor Payments report | 75767 | |
Added | Eagle Setup | More settings in Eagle are available on the Eagle Setup page | 66952 | |
Changed | Caption | Added "(DrillDown)" to the end of the name of the Link FastTab | Yes | 78847 |
Changed | Caption | Added "- Eagle" to the end of the name of two pages | 77900 | |
Removed | Action | Removed the Function Setup action from the My Companies page | 77901 |
KPIs | 76878
Added 5 ExFlow KPIs. The ExFlow KPIs are added automatically if the ExFlow app is installed in one of the client companies managed in Eagle.
Tip
Choose the search icon (ALT+Q), enter KPIs and then choose the related link to see and change the default settings of KPIs. The ExFlow KPIs are visible on the My Companies page by default.
Advanced KPIs | 76872
Added support for exporting and importing Advanced KPIs regardless of type.
Note
This change makes it possible, for example, to Export Advanced KPIs of the Type This Company and then Import them as the Type Client Company.
Credentials | 76666
Added the Enter Credentials action on the Environments - Eagle page to allow users to enter their login details again in case of error or if you need to change the logged in user.
Advanced KPIs | 71860
Added the "Min", "Max" and "Average" options in the Calculate field on the Advanced KPI page and the possibility to Show Opposite Sign.
My Environments | 77902
Added the Details FactBox on the My Environments page with information about the environment.
Advanced KPIs | 75285
Added templates for the ExFlow app in the Advanced KPI Guide.
Date Filter | 76428
Added support for Date Filters for the ExFlow reports with ID 12013588 and 12013598.
Tip
Find which reports to set up in Eagle for ExFlow.
Function Setup | 75767
Added the Additional Settings action on the Function Setup page to allow users to specify which Journal Template Name and Journal Batch Name to use when processing the Suggest Vendor Payments report.
Note
The Journal Template Name and Journal Batch Name are mandatory to specify in order to select the Enqueue action for the report Suggest Vendor Payments. The Additional Settings action is only visible on the Function Setup page for functions that supports additional settings.
Eagle Setup | 66952
Added the settings in Eagle as actions on the Eagle Setup page to facilitate the set up.
Action | 77901
Removed the Function Setup action from the My Companies page. Work in Eagle is carried out from the My Companies page, while all settings are managed separately.
Tip
See more information about setting up functions in Getting Started.
Caption | 78847
Changed the name of the Link FastTab on the Advanced KPI page. New name is Link (DrillDown).
Caption | 77900
Changed the name of the pages Environments and User Tasks. New names are Environments - Eagle and User Tasks - Eagle.
Version 21.2
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Advanced KPIs | Support for selecting the assist edit button for lookups | Yes | 66965 |
Added | Advanced KPIs | Import and export of Advanced KPIs | Yes | 72342 |
Added | Function Setup | Import and export of Function Setup | 72343 | |
Added | Reports | Support for some reports that create files | 75568 | |
Changed | Queue Entries | Processing Only as a new Type of report | 64951 | |
Changed | Client companies | Not possible to manage disabled companies | 75839 |
Advanced KPIs | 66965
Added support for selecting the assist edit button when applying filters on KPI Functions and Link Functions manually or with the guide.
Advanced KPIs | 72342
Added the Import and Export actions on the Advanced KPIs page which enables users to download configured Advanced KPIs and upload them in other environments and/or companies. The selected advanced KPIs will be downloaded when you select the Export action. The Advanced KPIs will be created with the same number as in the file when you select the Import action.
Function Setup | 72343
Added the Import and Export actions on the Function Setup page which enables users to download configured functions and upload them in other environments/companies.
Reports | 75568
Added support for queueing reports that create files. It is now possible to successfully Enqueue certain reports that generates files, and download the result.
Queue Entries | 64951
Changed the Type for reports of the Processing Only type. The Type field on the Queue Entries page is now set to Processing Only instead of Report (PDF) for reports that only process and have no Result.
Client companies | 75839
Changed how Disabled client companies are handled in Eagle. Disabled client companies is now automatically hidden from the My Companies page.
Version 21.1
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Profile | Support for choosing which profile to use in the client companies | 74320 | |
Added | Role Center | Configurable role center for service agencies | 68079 | |
Added | KPIs | Support for changing the default settings and behaviors of KPIs | 71444 | |
Added | Promoted KPIs | Select 5 KPIs to appear as promoted on the role center | 71685 | |
Added | Advanced KPIs | 20 advanced KPIs to display information from the current company | 71438 | |
Added | Advanced KPIs | New templates in the Advanced KPI Guide | 71845 | |
Added | Reload | Progress of the update | 71846 | |
Changed | Advanced KPIs | Two types of Advanced KPIs | 74394 | |
Changed | Caption | Changed the name of a field on the My Companies page | 73218 | |
Changed | Caption | The Eagle Menu role center | 72183 |
Profile | 74320
Added the Profile ID field on the Eagle Setup, Environments, My Environments, and Settings for My Companies pages to enable users to configure which profile to use in the client companies when opened from Eagle. The most specific setting will be used.
Eagle Service Agency | 68079
Added the Eagle Service Agency role center to be used by service providers such as service centers, service agencies and accounting firms. The role center is possible to adapt to the needs of the service provider. See How To Use Eagle Role Center and hover over the fields and actions in the role center to learn more.
KPIs | 71444
Added the KPIs page to enable users to change the default settings and behaviors of the system-defined KPIs. Read more about Predefined KPIs.
Promoted KPIs | 71685
Added 5 KPIs to be selected as promoted on the role center. The promoted KPIs are of the wide data cues type and displayed above the other data cues. See how to set up Promoted KPIs.
Advanced KPIs | 71438
Added 20 Advanced KPIs of the This Company type which can be used in the Eagle Service Agency role center to display information from the current company. See more information about This Company KPIs.
Advanced KPIs | 71845
Added more templates to choose from when using the Advanced KPI Guide. See more information about How To Use User-defined KPIs.
Reload |71846
Added information about the progress of the update in the message box that is displayed when selecting one of the Reload actions (not background).
Advanced KPIs | 74394
Changed the Level from Advanced KPI to Client Companies to create conditions for a another type of Advanced KPIs | 71438.
Caption | 73218
Changed the name of a the Same Version field on the My Companies page to Different Version.
Caption | 72183
Changed the name of the Eagle role to Eagle Menu.
Version 21.0
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Release Wave | Support for Business Central 2022 Wave 2 | 69836 |
Release Wave | 69836
Added support for Business Central 2022 Wave 2.
Version 20.2
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Fixed | Consumption calculation | Calculation of consumption when upgrading in certain cases | 70475 |
Consumption calculation | 70475
Fixed a calculation of how many activated client companies there are when upgrading in some cases.
Version 20.1
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Consumption calculation | Calculation of consumption | 62253 |
Consumption calculation | 62253
Added calculation of how many client companies are activated.
Version 20.0
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Country/Region | Support for more countries | 64532 | |
Added | Advanced KPIs | Guide with templates for Advanced KPIs | 64531 | |
Added | KPI/Link Function | Function linked to Advanced KPI | 66513 | |
Added | Batch Posting | Batch Post G/L Journal | 63715 | |
Added | KPIs | Same version | 66684 | |
Added | Environment | Business Central version | 66684 | |
Added | API pages | More API pages | 65370 | |
Added | Notification | Notification if Advanced KPI changed | 66308 | |
Added | OneDrive | Share via OneDrive | 66543 | |
Added | My Company | A card for My Company | 66284 | |
Added | Date Ranges/Formulas | New Date Ranges and Date Formulas | 66513 | |
Added | Admin Consent | New actions added to Environment Card | 66682 | |
Added | Deprecated tables | Improved handling of deprecated tables or fields | 60011 | |
Added | Object lookup | Improved information on Object LookUp | 65305 | |
Added | Date Filter | Support for date time fields | 64377 | |
Added | Telemetry | Usage Telemetry | 66738 | |
Changed | Advanced KPIs | Extended Description field | 66513 | |
Changed | Soft Dependency | Soft dependency on Swedish Localization | 63538 | |
Changed | Soft Dependency | Soft dependency on SweBase | 63537 | |
Changed | OneDrive | Open in OneDrive | 64887 | |
Added | Release Wave | Support for Business Central 2022 Wave 1 | 63910 |
Country/Region | 64532
Added support for the following countries: Algeria, Austria, Australia, Argentina, Bangladesh, Belgium, Brazil, Bulgaria, Canada, Chile, Colombia, Croatia, Czechia, Denmark, Egypt, Estonia, Faroe Island, Finland, France, Greece, Greenland, Germany, Hong Kong SAR, Hungary, Iceland, India, Indonesia, Ireland, Italy, Japan, Kenya, Latvia, Lebanon, Lithuania, Luxembourg, Malaysia, Malta, Mexico, Morocco, Netherlands, New Zealand, Nigeria, Norway, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Saudi Arabia, Serbia, Singapore, Slovakia, Slovenia, South Africa, South Korea, Spain, Sri Lanka, Sweden, Switzerland, Taiwan, Thailand, Tunisia, Turkey, Ukraine, United Arab Emirates, United Kingdom, United States and Vietnam. See all supported countries on AppSource.
Advanced KPIs | 64531
Added the set up guide Advanced KPI Guide that allows you to create Advanced KPIs using pre-configured templates. The guide is accessible from the Advanced KPI page.
KPI/Link Function | 66513
Added the Advanced KPI No. field on the Function Setup page for KPI and Link Functions making it possible to see which Advanced KPI a function is used in.
Batch Posting | 63715
Added the Post General Journal report with ID 70337376. This can be added on the Function Setup page to be used for posting general journals by selecting an Enqueue Report action on the My Companies page.
KPIs | 66684
Added the Same Version field on the My Companies and the Environments page, to clarify whether the versions of Eagle are different or the same in the Service Agency and the Client Company.
Note
It is recommended, but not always necessary, that the versions of Eagle are the same and of the latest version in the Service Agency and the Client Company.
Environment | 66684
Added the Business Central version field on the Environments page, which specifies the version of Business Central used in the Service Agency and Client Company.
Note
It is not necessary that the versions of Business Central are the same in the Service Agency and the Client Company, but if possible it can be beneficial.
API pages | 65370
Added more API pages in Eagle. See more information about API Objects in the Technical Reference.
Notification | 66308
Added a notification on the My Companies page that is visible when an Advanced KPI has been changed. The notification informs the user that the companies (and KPIs) needs to be updated.
OneDrive | 66543
Added the Share in OneDrive action on the Queue Entries and the Queue Batches page, which allows users to share files in OneDrive.
My Company | 66284
Added a card view for the My Companies page that lets users see an overview of one company at a time, which reduces the need for scrolling.
Date Ranges/Formulas | 66513
Added a few more Date Ranges and Date Formulas.
Admin Consent | 66682
Added possibilities for granting admin consent in Business Central. The Grant Admin Consent action is added on the Environment card to login and grant administrator consent for Eagle in Business Central. Also added the Show Admin Consent URL action to access the Admin Consent URL that can be sent to an administrator that do not use Business Central.
Deprecated tables | 60011
Added support for deprecated tables and fields, set up on the Function Setup page.
Object lookup | 65305
Added additional fields on the Object LookUp page, which is accessed from the No. field on the Function Setup page.
Date Filter | 64377
Added support for date time fields used on functions, set up on the Function Setup page.
Telemetry | 66738
Added anonymized telemetry monitoring in Eagle for extended capabilities to detect errors and develop the app.
Advanced KPIs | 66513
Changed the maximum length of the Description field for Advanced KPIs from 50 to 100 characters.
Soft Dependency | 63538
Changed the dependency on the Swedish Localization to a "soft" dependency, which makes it possible to support more countries. Read more in Localization Features for Eagle.
Soft Dependency | 63537
Changed the dependency on the app SweBase to a "soft" dependency, which makes it possible to support more countries and use Eagle with or without SweBase. Read more in App Dependencies for Eagle.
OneDrive | 64887
Changed the caption of Save in OneDrive to Open in OneDrive, just as in standard Business Central.
Version 19.2
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | Advanced KPIs | Users can add up to 20 configurable KPIs | 63571 | |
Added | Views | Default views of the My Companies list | 63872 | |
Added | API pages | Extended with API pages | 64115 | |
Added | KPIs | New default key figures | 64661 | |
Added | Company type | Specify the type of the company | 62691 |
Advanced KPIs | 63571
Added 20 configurable KPIs, called Advanced KPIs, that let you create your own fields on the My Companies page which contain the measurements and links you define. See more in How To Use Advanced KPIs.
Views | 63872
Added several different views of the My Companies list: "Accounts Payable", "Accounts Receivable", "Accounting", "Advanced KPIs" and "Error Handling". You find the views group at the top of the filter pane. The views are variations of the My Companies list that have been configured with and without filters.
API pages | 64115
Added API pages in Eagle. See more information about API Objects in Technical Reference.
KPIs | 64661
Added several key figures (KPIs): "Ongoing Purch. Invoices", "Ongoing Purch. Orders", "Ongoing Purch. Credit Memos", "Allow Posting To", "My Allow Posting To", "My Last Login", "Job Queue Errors". Read more about KPIs in the User Guide.
Company type | 62691
Added field Company Type on the Eagle Setup page to specify the type of company to set up. See more information in the workflow Set up Client Company.
Version 19.1
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | KPIs | Update of key figures | 63575 | |
Added | Function setup | Date Filters | 63574 | |
Added | Payment suggestion | New field in Payment suggestion | 63529 | |
Added | Function setup | Change of Type and No. | 63341 | |
Changed | Payment suggestion | Refresh Status has been renamed | 63531 | |
Added | KPIs | Drill down | 61869 |
KPIs | 63575
Added functionality to update Key figures (KPIs) in the My Companies page for chosen companies when an enqueued function has been run. This will give you an instant feedback on the success of enqueued functions as well as always giving you correct numbers. Read more about Key figures in the User Guide.
Function Setup | 63574
Added possibility to use Date Filters on pages in the Function Setup page. You can use Date Filters to filter on specific dates that are relative to the current day or the work date that is set on the My Settings page. This will allow you to use date formulas when specifying date filters on actions and reports. Read more about using Date Filters in the How To section.
Payment Suggestion | 63529
Added field LCY Code on the Payment Suggestion page.
Function Setup | 63341
Added a confirm when the value in the Type field or the No. field is changed on an existing line on the Function Setup page. If the answer is Yes then the saved filters will be deleted and a new line based on the new value is created. Read more about setting up functions in the Getting Started section.
Payment Suggestion | 63531
Changed name of the Refresh Status action. The Refresh Status action has been renamed to Refresh Selected Lines. This is mainly done to avoid confusion since the whole line is refreshed and not just the Status field.
KPIs | 61869
Added support for drill down on Key figures (KPIs) on the My Companies page. Click on a Key figure and you will be redirected to the page in the company the number is based on. Read more about Key figures in the User Guide.
Version 19.0
Type | Title | Description | Eagle Free | Read More |
---|---|---|---|---|
Added | First version | Support for Business Central 2021 Wave 2 | 56073 |
First version | 56073
Support for Business Central 2021 Wave 2.