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.

About the release notes

Syntellis is pleased to announce the 2022.3 release of Axiom Strategic 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.

The purpose of these release notes is to provide you with the following:

  • High-level descriptions of new features
  • Information to know before upgrading
  • Steps for preparing for and scheduling your upgrade
  • List of fixed issues

TIP: Periodically, the release notes are updated when new information is available, including patch release fixes. To view the latest release notes, we encourage you to view them in the Axiom Strategic Financial Planning online help.

New features in Axiom Strategic Financial Planning

See What’s new.

What to know before upgrading

IMPORTANT: You must apply the Axiom 2022.3 upgrade before applying any 2022.3 Axiom product upgrades. Axiom upgrades are backward compatible so you can upgrade different products at different times, but you must upgrade to the Axiom 2022.3 before the first product upgrade. Refer to the Axiom 2022.3 Release Notes and Axiom Healthcare Suite 2022.3 Release Notes for considerations before upgrading.

When upgrading to the 2022.3 version of Axiom Strategic Financial Planning, note the following:

  • Along with upgrading to Axiom 2022.3, you must upgrade to Axiom Comparative Analytics 2022.3.
  • This product upgrade contains updated templates, calculation methods, updated drivers, and remediated defects.
  • This product upgrade may contain updated templates, calculation methods, and remediated defects.
  • You can replace Syntellis reports. Any report that you created or saved under a different name remains unchanged. Revised reports are available in Document History.
  • Any Syntellis report that was moved to a new location is automatically moved back to its original location.
  • Syntellis product templates and calculation method libraries are replaced.
  • Product task panes are replaced.
  • Process definitions are not replaced.
  • Driver files are replaced.
  • Security roles and subsystems are reset to their configured settings. Your user security exceptions remain intact.
  • Specific items that are configured as part of your company or organization’s implementation such as imports, exports, driver files, and process management files, remain unchanged. Any required modifications to these areas are covered in the release notes.

  • Shared tables might have their columns reordered or have new columns added to them.

Preparing and scheduling upgrades

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Getting help and training

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Syntellis Central

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Issues fixed in 2022.3

The following table lists the resolutions addressed in 2022.3, released on January 17, 2023:

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Manual setup instructions

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