What’s new

Welcome to Version 2020.1 of Axiom Financial Planning!

Enhancements in this release include:

New utility shares capital project data with Axiom Financial Planning

The Transfer Capital Projects to Financial Planning utility has been redesigned and updated to provide a web-based wizard experience so that you can quickly and easily transfer the specific data needed to include and manage in your financial planning files.

Enhancements to the Code Dimension Update utility

A new mapping column and additional Revenue items have been added to the Code Dimension Update utility. The Transfer to Financial Planning utility uses the Code Dimension table in transferring data between products. Enhancements to the Code Dimension utility provide additional information and mapping options when integrating data.

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.