What’s new

Welcome to Version 2023.1 of Axiom Budgeting and Performance Reporting!

Axiom Budgeting and Performance Reporting 2023.1 includes the following enhancements in this release:

​INFOR API Integration

The Axiom platform release will deliver a standard API connection to be used within Axiom ETLs and Scheduler jobs. Each product will implement a standard and recommended data integration package.

Highlights:

  • A decrease in time to ROI with improvements to implementation time, effort, cost, and complexity
  • A standard, recommended approach to implementation
  • Improved consistency and reliability

Other enhancements

  • PayType Dimension – Six-column validation to eliminate non-valid entries and greatly reduce Axiom Query errors during plan file processing. Entries in the following columns are now validated:

    • Jobcode

    • Staffing

    • Employee

    • Provider

    • GLAcct

    • HrAcct

    IMPORTANT: The new validation columns changed the column order of the PayType dimension table, and existing entries that become invalid because of this validation will be changed automatically. Invalid account entries will be changed to “0” (zero), and invalid paytypes will be changed to “NA.” You must review the table and update pay types that were changed in any of the six newly validated columns.

    Use the PayType Dimension Validation Audit report to identify classification changes made to the PayType dimension table following your first release upgrade after 2022.3. For instructions and location of the report, see Manual setup instructions in the release notes.

  • Initiative account association and automatic calculations – New initiative calculation (calc) methods enable you to link your accounts with common associations and provide greater flexibility when budgeting your initiatives. These associations save time when making changes to accounts with associated expenses and minimize the possibility of making changes to one account and missing the associated accounts. For example:

    • Deductions – Associate a deduction with a revenue account, and then enter a percentage (%) to automatically calculate the budgeted deduction expense as a percentage of the selected revenue account.

    • Salaries – Associate a salary account with an hours account, and then enter an average hourly rate to automatically calculate the salary expense.

    • Detail Benefits w Percent – Associate a benefit account with a salary account, and then enter a percentage to automatically calculate the benefit expense as a percentage of salary expense.

    Each one of these new calc methods has a corresponding “Add...” calc method for adding new, additional accounts as needed.

  • Headers automatically enabled in utilities, drivers, and plan files – Instead of opening a plan file or driver and selecting the Headers checkbox on the Main ribbon tab, headers are now enabled automatically on all worksheets.​