Update compliants

Not sure how it works now but the idea is that if you do batch update and source of data is from another business, then Manager would create these objects with specificed UUID rather than ignoring it.

This is basically, how Import / Export button used to work. So you would end up with the same UUIDs across businesses.

Custom reports can support batch operations too.

Fine. Thanks a lot for the clarifications.

As another long time user, lately I’m suffering with you Davide.

I hope we will have some solutions very quickly.

Imo change is good.
The functionality being rapidly added now is making Manager a much better product.

Changes to a production system does need to be done in a controlled manner though. Which is why I run a current version on Manager on a test machine and an older version for my current business records, only updating at a time convenient to me and when I’m confident the newer version will perform functions I will use in the near term.

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Well said. I am now set up to do the same.

Dear @Lubos can you please elaborate here. Did you just say that we can change the keys of objects in batch update operations?

No. He said that you will be able to batch create assigning UUID and that the procedure will be through or in a similar way to batch update.

Do not misunderstand me… I already said that love the new implementation of Custom Reports. I’ve already created many reports I was not able before.

What I was complaining was the fact that we are treated like “guinea pigs” and with the last updates we lost implementations that took hours without a migration tool or at least notice.

We are server users so you can say it was our fault to update before testing the new environment… but think about cloud users. We are talking about business not home accounting: one can miss an important/fiscal deadline. I think that in the future there should be more reasoning on the impact before removing a functionality.

All that said I’m very satisfied with the answer @lubos gave me.

Manager has a rapid update cycle. The advantage is it is rapidly improving. The disadvantage is it is rapidly changing.

Manager has added the ability to edit (see the definition) of old custom reports.

Old versions of Manger are available here if required (but down grading is discourages as it involves loosing data added since your backup on the old version)

I’m not sure what more a general software development firm could do.

I invite you to read all my discussions and not to focus only to custom reports. I can give you justifications to all your clarification requests about my upgrades but that’s not the focus of my thread.

This was a complain about an usual and general behaviour of Manager upgrade that created problems to many users many times. And, as I already said, I’m fully satisfied with the solutions that were proposed that hopefully will not take so long since some were proposed one month ago.

The scope of my discussion is about how this behaviour can be changed for the future. Deliberately delete data and function without notice is not a solution under my point of view.

I also invite you not to give “strange” solutions. Loosing data of days and going back to an older version should not be taken into consideration since, by the way, it is also illegal.

It is the best way to test a new custom report against the custom report a user wrote in the past in the old custom report writer. It is what I did and believe other would find most efficient for this task.

However old versions of Manager software are not advertised, which I also support for exactly the reason we have both highlighted.

I also support localisation import and export

Using batch update is functional but not as refined

You are right, I didn’t thought of this. If possible, since not all old reports can be done with the new tool, done this way it can be a big support to recreate the report.

I think that all settings, even the whole chart of accounts should be exportable this way. And I would extend this functionality a little further. One should be able to choose what to import/export with a checkable list of all the settings’ areas.

The use case is Manager businesses can have more in common with other businesses than just what country they are practicing in and the official Manager localisation reports.

For example forum users often request guidance on how to setup

  • Real estate sales
  • Real estate rental
  • Internet sales
  • Self managed super fund
  • Share trading
  • Farming
  • Retail shop

Doing any one of these well involves specific account setup, some custom reports, custom fields and probably report transformations. While it is possible for everyone to develop their own version, sharing solutions would increase Managers performance for the average user so increase Manager value overall.

To be fair the benefit would depend on how readily the community shared their solutions. It is probably already occurring at the reseller level. Creating and sharing of template businesses would achieve some of this functionality, but not allow ready combination of applications or adding functionality to an existing Manager business.

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Here we are on what I feared… I need to create a new Business and I cannot import all the Tax Setting and Custom Fields that I spent so many time for mapping. Is there a tentative date for batch create and update or should I loss many hours to recreate them?

It would be worth trying

  • Backup a business with all the modifications you want.

  • Restore the backup and rename it

  • Batch delete everything you don’t need in the new business.

  • Use this as a template for new businesses or

  • Goto report transformations and do a batch update to see what it captures. If appropriate you maybe able to use this for a batch create / report transformation import.

Note this process is essentially the same as creating a report transformation for importing into other businesses.

I don’t understand this passage

  • Report transformations in the past imported tax codes, custom fields and COA changes, making them a powerful customization tool.

  • The new implementation has a batch update of report transformations which I hoped implemented the same functionality.

  • I just tested it my self and unfortunately batch update of report transformation are much more limited, currently really only being useful to copy the spreadsheet layout portion of the localisation. I couldn’t see the “Script” portion of the report transformation, nor custom fields, tax codes, etc

So unfortunately report transformation batch update can not be used to copy tax codes. The best you can do is start from a template business.

Until these changes are implemented

I see that now it is possible to batch create and update tax code. It seems that silently @lubos is working towards the solution.