Summer has arrived! It’s time to enjoy sunshine, beaches, backyard patios, and campfires. At Prophix, we’ve been hard at work on new and exciting features as part of our summer 2020 product release.

What’s New in the Summer 2020 Release?

Prophix for Microsoft® 365

Prophix for Microsoft® 365 (formerly Prophix for Office® 365) is an add-on that integrates Prophix with Microsoft 365. It includes Prophix Analyzer, which allows you to view and manipulate data using Excel®, and the Prophix for Microsoft 365 PowerPoint® add-on that allows you to embed valuable data from Prophix into your PowerPoint slides for more interactive presentations. In this latest release, Prophix for Microsoft 365 receives an exciting new update - Prophix Contributor.

Prophix Contributor

Prophix Contributor extends Prophix’s centralized planning and reporting functionality to users outside of finance, who occasionally contribute to Prophix budgets and plans or simply prefer to use Microsoft Excel.

By leveraging Microsoft Excel, these users can seamlessly provide data inputs to Prophix-driven budgets, and plans. Whether you use simple or complex spreadsheets, want to utilize formulas, popular Excel tools, or would like the freedom and convenience to work offline, Prophix Contributor provides you the flexibility to plan your way. Streamline data collection, report distribution, improve collaboration and accuracy with Prophix Contributor.

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Data Integration Services Enhancements

Prophix Cloud Data Integration Services connects Prophix to your on-premise accounting or ERP system for data retrieval. This release includes a new integration agent that provides a tighter, more consistent connection between Prophix and Sage Intacct. It also includes updates to the user interface, which simplifies navigation for a more intuitive user experience.


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Document Explorer Enhancements – Favorite Files

Document Explorer is now faster and easier to use. This release enables you to select several files together when favouriting documents for quicker access to your files when you need them.


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Dashboard Usability Enhancements

Keep your finger on the pulse of your organization’s performance with further Dashboard enhancements. You can now seamlessly change between different member combinations in Chart and Badge tiles on the same Dashboard. You can also add trendlines to your bar and column chart types in Chart tiles on your Dashboard improving the visualization of Linear data trends. In addition, you can also view your recent files with the new Last Accessed setting in the Favorites tile. These enhancements are designed to improve the overall visuals and usability of Prophix Dashboards.


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Template Studio Enhancements

Stop second guessing data trends and make better business decisions with the addition of trendline capabilities in Template Studio. Quickly identify trends in your data and easily understand the big picture by excluding outliers. Prophix now makes it easier to visualize up and down trends in your data helping you to make better business decisions.


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Notifications Hub Enhancements – Workflow Notifications

Stay better informed with real-time updates from the Notifications Hub. Notifications Hub is available in Prophix Cloud and displays the status of processes and messages.

Notifications Hub now supports Workflow Manager and Announcement notifications. Receive an on-screen alert when a workflow is completed, or an announcement is made. Clicking on the notification will open Notifications Hub and provide you with additional details on the process. Users will still have the option to receive email notifications as they did before.


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Journals Manager Enhancements

Close your books quicker and have greater auditability with enhancements to Journals Manager. You can now access Journal Entry details directly from your Journal Entry Data History record. You can also attach and download files related to individual journal entries, increasing your visibility into revisions. In addition, you can restore previously deleted journal entries for better record-keeping and auditability.


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These new capabilities combined with some additional visual and usability improvements are designed to help you work smarter with Prophix.

Read the Full Release Notes

Spring 2020 Release Notes
Cloud On-Premise