Last Updated: August 6, 2026

Bug Fixes

1. Server Mode Grid Filter
   • When clicking on the filter icon on a column for a server mode grid (like the view source data screen), you will now have the option to filter on empty columns as an option (null value).
2. Framework Security Fixes
   • Changed the Entra Authority to use Tenant ID instead of the domain name (more accurate)
   • Fixed a security flaw with how users are validated in Entra and NSSPI (desktop clients’ integrated authentication)
   • Fixed the login page so that if the user is re-connecting it will not allow them to change the site they are connecting to.
3. Capital Forms Activity
   • The Capital Forms Activity page has a button that takes activity rows that have had final approval and will copy those values over to the GL budget project table.  There is a new system parameter (code tables) that changes how this works.  This new parameter called cap_forms_appr_profile_req (defaulted to no) which can make it so forms need to be assigned to an approval profile in order to be transferred to the GL.  When running this utility, if any activity rows are skipped, they will be mentioned as a skipped X rows and not just mentioning how many were added.
   • There is now a show form attachments button for the bottom grid.
   • The Can Reject logic has been simplified so that users with a higher than assigned approval level (CFO vs Manager for example) can now see the reject button
4. Capital Forms
   • Fixed the total calculations.  They were also not taking into account when multiple related fields were being setup.  Ex: If you have 4 miscellaneous amount fields on a form, they are now all added up and used in the totals.  The same goes for when the totals are added to the capital forms activity table.
5. Report Writer
   • Fixed a bug on the report writer where the attach tag code was not working unless there was already a label/field that already had referenced the tag code (which doesn’t work on new reports).
6. Process Scheduler
   • Fixed the export report to DOCX as it was actually exporting to a PDF with a DOCX extension (which would cause an error when the document was opened as the file type didn’t match).
7. GL Budget
   • The manager grids now has a has notes field at both the line item level and account level.  Fixed the has notes icon not refreshing when there is notes.
8. Cube Management
   • Fixed a bug where the cube table range (under evaluate) isn’t showing any columns that can be used in the editor.
9. Distribution and Assignments
   • When adding/modifying the distribution master table, those changes are now immediately reflected on the lookups on the other grids on the same page (the lookups are refreshed automatically after insert/update/delete).
10. Code Tables
    • Fixed the refresh button for the code table worksheet items detail page to include all grids and lookups on that page.

Enhancements

1. Budget Audit
   • All 60 audits for the Budget Audit are now available through online documentation here: https://www.worldsoftwareinc.com/documentation/budget-audit/
   • On the Budget Audit page, there is now an Audit Number and a Help URL on the grid itself to make it easier to just click on the documentation link and get information about the warning or error.
2. Database Table Partitions
   • The GL Actuals, GL Budget, Payroll Actuals, Payroll Budget, Inventory Actuals, and Source Documents tables are all partitioned in this version.  They now have improvements especially when re-loading data via the process scheduler.  Normally if reloading a fiscal year, the delete option is run to pre-delete that fiscal year, then the import will re-insert all of the data.  This new method will check if the data being deleted is all of the data within the fiscal year partition.  If it is, it will issue a partition truncation of that fiscal year and instantly remove that data vs waiting for a delete operation to finish.  On large sites this can make a significant different in overall load times.
   • The partitions can also help with reporting view speed if users are filtering by fiscal year or related fields like version on very large tables as the data and indexes are all partitioned by year.
3. Materialized Table Refresh
   • Speed improvements for the Payroll Actual/Budget summary and the employee variant
   • Changed several of the mat refreshes to force including the next year from the set of years being refreshed.  This fixes the no new data is showing up in the MATs issue.
   • Completely removed the trigger updated unpivot MAT tables for GL Budget Prepare.  This fixes a performance issue in 2.3 for sites with very large GL Budget Prepare tables.  The views are actually faster without using MAT tables in this particular case.
4. Cube Management
   • On the main cube master grid, there are two new calculated fields (top grid tab B). They are: range count, visible data source column count
   • Tab AC – Cube Layout, Enhanced the source info to include a clickable hyperlink to the Tables and Fields grid at the top of Tab B
5. DB Structure Changes
   • Added the production type to the salary benefits table
   • Added production type to the GL Budget Prepare and the GL Budget tables
6. Cross Tab – Server Mode
   • Enhanced the cross tab server mode to allow for some server-mode user driven functions.
   • It can now run code in server mode (only data area expressions) like: Iif([year] = 2025, [amount], 0)
   • This can be useful if trying to compare previous year to current year (or related).
   • Some special formulas will still need to be handled via the client-cross tab for now (such as custom grouping)
7. Process Scheduler
   • Expanded the notify users grid to include two new columns: notify on success and notify on error.  If both are checked (or unchecked) it will just notify you on both success or failure…otherwise it will only alert that user on either success or failure.
   • Created a new type of import called a staging import.  Makes it significantly simpler to import data from another system and put that data into the esm_import staging database.  This can make it much faster to import into various tables in ESM.net without having to go back to the source for related data.
8. Variance Activity
   • On the “Find Variances” tab, the grid now shows the cost centre and secondary account default trees
9. GL Budget
   • Added a calculated field on the manager views (GL Budget) to show the entity (from the cost centre) on the grids as a read-only column.
10. Salary Budget
    • Added Job Cost to the BC: Worksheet Transfer Summary grid