Release Notes Version 9.0.0.0

The following section describes the changes in the Topal Excel Online Tool Functions introduced with Version V9.0.0.0.
 
New Functions
The new Excel Functions allow to aggregate data from various clients in one sheet. 
 
Name
The follow functions return the Name such as from the COA Name or Account.
Function
Description
Get COA Account Name by Client and Code
Get COA Account Name2 by Client and Code
 
Parent
The follow functions return the Code of the Parent COA Item.
Function
Description
Get Code of parent COA item by Client and Code
 
Balance
The follow functions return the Balance such as by the Parameter Client, Code, Date and Cost Center.
Function
Description
Get balance by Client and Code
Get balance by Client and date
Get balance by Client, Code and Date range
 
Currency
The follow functions return the currency of the Code using Parameter like Client, Code.
Function
Description
Get currency Code by Client and Code
 
Type
The follow function return the COA/Account type of the Item using Parameter like Client, Code.
Function
Description
Get COA type Code of COA item by Client and Code
Get COA type name of COA item by Client and Code
Get account type name by Client and Code
Get account type Code by Client and Code
 
Active
These functions verify if the Item is active.
Function
Description
true if item is active by Client and Code
 
Mirror
These function return name, code, type, balance, budget, budget cf of mirror account.
Function
Description
Get COA Mirror Account Name by Client and Code
Get COA Mirror Account Name2 by Client and Code
Get Code of parent COA item of mirror account by Client and Code
Get COA type Code of mirror account by Client and Code
If COA item has a mirror by Client and Code
Get COA type name of coa mirror account by Client and Code
Get mirror account type by Client and Code
Get mirror account type Code by Client and Code
Get balance of mirror account by Client, Code and Date range
Get balance CF of mirror account by Client, Code and Date range
Get budget of mirror account by Client, Code and Date range
Get budget CF of mirror account by Client, Code and Date range
 
Key Performance Indicator (KPI)
Gets the Key Performance Indicator of an item.
Function
Description
Returns the Key Performance Indicators (KPI) Value based on the Client, Name and Date range
Returns the Key Performance Indicators (KPI) Value based on the Client, SubnodeName, Name and Date range
 
Foreign Currency (FC)
Gets the Foreign Currency balance of an item.
Function
Description
Get FC balance by Client and Code
Get FC balance by Client, Code and date
 
Carried forward (CF)
Gets the balance/budget "Carried Forward" of an item.
Function
Description
Get CF balance by Client and Code
Get CF balance by Client, Code and Date range
Get CF budget by Client, Code and Date range
 
Budget
Gets the budget by Client, Code, Cost Center, Date range.
Function
Description
Get budget by Client, Code and Date range
 
Client
Can retrieve information like code, city, street, zip of client also get current client name.
Function
Description
Get client code by name
Get client city by name
Get client street by name
Get client zip by name
Get current client name
 
VAT Period
Sets the VAT Period by given Client, Period.
Function
Description
Set current VAT period by Client and date
 
Fiscal Year
Gets the previously or by date fiscal year and sets the fiscal year.
Function
Description
Get previous fiscal year name by client name and current Fiscal Year
Get fiscal year date from by client and current Fiscal Year
Get fiscal year date until by client and current Fiscal Year
Set current Fiscal Year by client