What's new

Welcome to Version 2019.3 of Axiom Financial Planning!

Enhancements in this release include:

  • New Interactive User Guide – Axiom Financial Planning administrators can use this guide when developing their financial plan. This utility walks you through the process of developing your plan and provides links to assets used in each part of the process and to related help topics.
  • Copy Driver file data – When rolling data forward for a new year, you can now copy Baseline and Setup driver data from one year to the next using new copy functionality. You can also copy data from custom drivers after recreating them.
  • Improved Annual Rollforward Utility – The Annual Rollforward Utility has been updated and converted to a new user-friendly wizard that takes you step-by-step through the process of rolling forward your annual financial planning data.
  • New Node Rebuild Utility – A new node utility in the Admin and Fin Plan task panes provides a better way to build nodes from loaded data and to rebuild existing nodes. This form-based utility replaces both the Build Node from Imported History utility and the Rebuild Node utility.
  • Enhancements to the Transfer to Financial Planning utility – Various features have been improved and expanded.
    • The Configuration Summary page has a new option to save configuration settings.
    • The Configure Mapping tool has a new FPCode drop-down filter for filtering mapping code lists.
    • When configuring data, if you select Job Code as the source for Management Reporting FTEs, you now have the option to automatically reconcile Job Code values to the total account values for salaries and FTEs.
    • In the Code Dimension update utility, the Conversion Factor fields are now drop-down selections instead of input. The exception is conversion factor fields for the FTE section, which remain inputs.

Release video

The following release video provides and overview of the new features and enhancements for Axiom Software:

NOTE: This video discusses all of the new features for Axiom Software—even features only used by system administrators.