Academy
2024

Version 13.9 - January

Highlights of version 13.9

The highlight of 13.9 is the BI dashboards embedded in the platform: in Analytics, you can incorporate Power BI reports and dashboards directly into the results view, combining data prepared in Dattos with the dashboards your organization already maintains — all without leaving the platform. The version also introduces grouped account analysis in Account Substantiation, where multiple accounts linked to a closing group are treated together (single attachment and single approval flow for the group), and makes the platform available in English, allowing each user to choose the language that best suits the organization. Other updates and fixes are detailed below.

 


 

13.9.0 - January 2, 2024

New Features

Embedded BI dashboards in the platform

Available in Analytics, when setting up your results visualization. Now you can incorporate Power BI reports and dashboards directly into the platform, combining the analysis of data prepared in Dattos with the dashboards your organization already maintains in BI.

  • Integrate Power BI reports and dashboards into your processes, simply and securely.

  • Follow the dashboards without leaving the platform, with an integrated experience between both tools.

Grouped account analysis in Account Substantiation

Available in Account Substantiation, starting from the closing group. You now analyze multiple accounts in a grouped manner, linking them to a closing group in the Chart of Accounts file. Previously, each account was treated individually.

  • Link accounts to a closing group directly in the Chart of Accounts.

  • Send a single attachment for all accounts in the closing group at once.

  • Use a single approval flow for the entire closing group (support balance composition continues to be done account by account).

Platform in English

Available in the language settings for all users. The platform now offers English in addition to Portuguese, so each user can choose the language that best suits the organization.

  • Switch the platform language between Portuguese and English according to the team's needs.

Improvements

No improvements in this version.

Fixes

No fixes in this version.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.9.3 - January 18, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • We fixed an error that occurred when creating new users.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.9.4 - January 26, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • We fixed a bug that displayed accounts as inactive in Account Substantiation.

  • We fixed an error when editing an account in Account Substantiation when the selected month did not yet have a closing created.

  • We fixed an intermittent error when saving the data preparation flow steps.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.9.5 - February 2, 2024

New Features

No new features in this version.

Improvements

  • In the Account Analysis of Account Substantiation, the account now opens already expanded and is automatically loaded in the posting registration, speeding up the analysis.

Fixes

  • We fixed an error that returned duplicate records in the data preparation flow analysis screen.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.9.6 - February 6, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • We fixed an error when approving a level in reconciliation.

  • We fixed the Transpose Columns step of the data preparation flow, which presented an error when updating a column's data type.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.9.8 - February 8, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • We fixed a permission error that prevented users with an executor profile from accessing the process.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.9.9 - February 19, 2024

New Features

No new features in this version.

Improvements

  • Column resizing on the analysis screen is now more precise and practical to use.

Fixes

  • We fixed an undesirable behavior caused by duplicate accounts and businesses with different account groups in Account Substantiation.

  • We fixed an error that prevented importing rows into a process.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.9.10 - February 23, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • We fixed an error in the account closing within Account Substantiation.

  • We fixed an error in the recognition of data preparation flows.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.9.12 - March 13, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • We fixed a problem when restoring a data preparation flow.

  • We fixed the Transform step of the data preparation flow, which presented a number rounding error.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.9.13 - March 14, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • We fixed an inconsistency when creating a closing group in Account Substantiation.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.9.14 - March 22, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • We fixed the API step of the data preparation flow, which was not saving data type changes.

Points of Attention (Breaking Changes)

No points of attention in this version.

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