Recent Updates
Customers can now request these inside the app as part of the July 2026 Update instead of a Support Ticket.
What is a Database Copy?
This dimension is required for use with the QuickStart Template Marketplace, specifically the GL templates.
What is the Stargate dimension?
This symbol is used when defining a range within a PeriodCalc.
What is a colon?
When applying dimension-based filters within Report Designer, it is best to use this field.
What is the dimension Code field?
This tab of the Layout Editor will display the dimension values that a saved entry will use in creating or updating a transaction.
What is the Storage tab?
This new feature in the June 2026 Update is a new administrative menu enabling users to see all items within a tenant and change ownership of templates.
What is Content Manager?
This QuickStart process requires the use of a Excel file import, with the file found in the Template Marketplace
What is the Quickstart Personnel process?
Date Functions can require the use of this parameter style?
What is the Date Selector style?
Sorting within the Grouping/Sorting tab of the Layout Editor has these three options.
What is Ascending, Descending, and No Sort?
This section of the Storage settings of the Layout Editor allow a user to add an additional field that a user may choose to include additional details about a transactions, like RowComment
What are Optional Fields?
The April 2026 Update saw an update with Ad Hoc Reporting that allowed for users to select multiple of these for their reporting needs.
What are modules?
Mapping these within the QuickStart wizard are important part of the QuickStart process in order for Accounts to appropriately display in the QuickStart templates.
What are Categories?
This is the name of the following PeriodCalc:
{PeriodCalc.GetPeriod(Period).AddYears(-1).YearStart.Extend(2)}
What is Q1 Last Year?
This feature allows users to select a cell and see either the transactions that make up the amount shown in the cell or a previously configured set of related data.
What is the Drill-To feature?
This tab of the Report Properties will display the "Protect non-Input Cells" option for users to toggle.
What is the Budgeting Tab?
This connector saw an update in April 2026 that allowed fixed an issue where period parameters were excluding the last day of the month.
What is the SQL Connector? OR What is the Intacct Connector?
Aside from inputting a Dev Ticket, the Template Marketplace is enabled and displays for a user after this process was completed within the Tenant.
What is a successful integration to the Stargate dimension?
This is the name of the following Date Function:
'{PeriodCalc.Now.MonthStart.AddMonths(-1).SqlDate}':'{PeriodCalc.Now.AddMonths(-1).AddDays(-1).SqlDate}'
What is Last Month to Date?
This file location may have a local version of a template that was previously open and saved in Report Designer and is useful in restoring lost templates.
What is C:\Users\(username)\AppData\Local\Temp\ ?
This feature allows for users to use the Spreading and Line Item Details panel in the Solver portal with Historical data or Reference data when inputting a value.
What is Comparable Data?