Release notes

Download a PDF version of the release notes here.

TIP: Looking for release notes for all Axiom products, including current previous versions? Click here.

Summary

Syntellis is pleased to announce the 2019.4 release of Axiom Financial Planning. Each product release provides new features, enhancements, and configuration options to meet your needs. Many of these features and enhancements are a direct result of your feedback and suggestions.

Summary of the upgrade process:

  1. Review product release notes – Review this document to familiarize yourself with the new features and functionality.

  2. Schedule an installation date – Contact support@kaufmanhall.com or your implementation consultant, and they will confirm an installation period with you.

  3. Complete manual updates – After installing the upgrade, if needed, review any manual setup steps needed to enable features for this version.

Escalating to Axiom Support

As always, we appreciate your commitment to Syntellis. If you have any questions about your upgrade, please contact us by logging into Axiom, navigating to the online help for your product, and clicking the Axiom Support link at the top of the home page.

Help and Training

Syntellis provides world-class resources at your fingertips directly within the Axiom system. Axiom Help provides topics, knowledge base articles, documents, webinar/training announcements, and videos to guide you through managing your system. To access these resources, do any of the following:

  • Online help - From the Main, Help, or Admin ribbon tab, click Online Help, and then select the product. Axiom Help opens in a new browser window.

    NOTE: The online help will only open for products you are licensed to use.

  • Contextual help - Form/web-enabled features include contextual help directly within the user interface. This information provides a quick summary and/or instructions specifically related to the screen you are using. You can access this information by clicking the question mark in the upper right corner of the screen. For more detailed information, open Axiom Help by clicking Open Help at the top of the contextual help dialog.

Product upgrade notes

IMPORTANT: You must apply the Axiom 2019.4 upgrade before applying any 2019.4 Axiom product upgrades. Axiom upgrades are backwards compatible so you can upgrade different products at different times, but you must upgrade to the Axiom 2019.4 before the first product upgrade. Refer to the Axiom 2019.4 Release Notes and Axiom Healthcare Suite 2019.4 Release Notes for considerations before upgrading.

When upgrading to the 2019.4 version of Axiom Financial Planning, keep in mind the following:

  • This product upgrade contains updated templates, calculation methods, updated drivers, and remediated defects.
  • Syntellis delivered reports may be replaced. Any report that you saved under a different name or created new will remain untouched. Replaced reports are available in Document History, if needed.
  • Any Syntellis delivered report that was moved to a new location will automatically move back to its original location.
  • Syntellis product templates and calculation method libraries will be replaced.
  • Product task panes will be replaced.
  • Process definitions will not be replaced.
  • Driver files will be replaced.
  • Security roles and sub-systems will be reset to their configured settings. All user security exceptions you may have made will remain intact.
  • Specific items configured as part of your company or organization's implementation such as imports, exports, driver files, and process management files, will remain as is. Any required modifications to these areas are covered in the release notes, if required.

New features summary

See What's New.

Known issues resolved

The following table lists the resolutions for issues addressed in 2019.4, released on December 16, 2019:

Issue Description Description
PFB-07667 - OP RVUs not showing in Key Op Stats on F/S Reports [TFS 36410]

Summary: Users who select Outpatient Revenue/Visit units (RVUs) on nodes such as Operations do not see an Outpatient RVUs line displayed in the statistics sections of the Financial Statements or the Financial Statements with Detail reports.

Resolution: Corrected by adding OP RVUs to the appropriate section in both reports.
Annual Rollforward Utility Model Description error [TFS 39061]

Summary: In the Model Selections page (page 5) of the Annual Rollforward Utility, the Description column is displaying node descriptions instead of model descriptions.

Resolution: Corrected by adjusting the code so that it pulls in the correct information for the model description.
Management Reporting Variance Analysis Report generates error upon launch [TFS 39075]

Summary: The Management Reporting Variance Analysis report produces an error when launched if the SuiteVariables for RFActiveFileGroup has a space in the name.

Resolution: Corrected in the Variables tab by changing the formulas in the appropriate cells to remove spaces in the RFActiveFileGroup name.
DMU ACCT Selection requires refresh twice to display FPCode [TFS 39088]

Summary: When opening the Dimension Maintenance utility (DMU), if the user selects the ACCT dimension, no columns display until the user refreshes the data after the DMU opens.

Resolution: Corrected by updating Axiom Query 1 to refresh automatically on open.
PFB-08042 - Scenario Review [TFS 39583]

Summary: The GETDOCUMENT link Go To Capital Analysis in the Scenario Review report does not work if the target sheet is hidden.

Resolution: Corrected by changing the Capital sheet to Visible on the report’s Control Sheet.
Transfer to Financial Planning bucket list
[TFS 39732]

Summary: Clients who have Performance Reporting but not Budgeting are unable to use the Transfer to Financial Planning utility.

Resolution: Corrected by changing “Budget Planning” to “Performance Reporting” on the Navigation tab.
Transfer to FP - Product check is looking for 'Rolling Forecasting' rather than 'Rolling Forecast Quarterly' (and a couple more items) [TFS 39825]

Summary: In the first Configuration for Data Transfer page (page 2), of the Transfer to Financial Planning Utility, when a user tries to select Rolling Forecast as a file source option, either Rolling Forecast is not listed as an option, or selecting Rolling Forecast causes an error.

Resolution: Corrected by adjusting the formulas on the Variables tab to add the missing space. Added a check on the AdditionalLists tab to verify that the RF table exists.
Interactive User guide defects [TFS 40627]

Summary: Links to the online help in the Interactive User Guide are hard coded and therefore break when the related help topics are moved or changed within the Financial Planning online help.

Resolution: Corrected by changing the hard-coded links to dynamic links using aliases.

Manual setup instructions

There are no manual setup or configuration steps required for this release.

IMPORTANT: Refer to the Axiom for Healthcare Suite 2019.4 Release Notes for issues that have a suite-wide impact.