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| Date | Build
Number | Change
Type | Description
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| 12/31/2023 | 8765 | Excel | Added
- Added support for dialect SELECT queries in UI, VBA, and UDF =CDATAQUERY function.
|
| 11/29/2023 | 8733 | General | Changed
- The ROUND function doesn't accept the negative precision values anymore.
Changed
- The returning types of the FDMonth, FDQuarter, FDWeek, LDMonth, LDQuarter, LDWeek functions are changed from Timestamp to Date.
- The return type of the ABS function will be consistent with the parameter value type.
|
| 11/02/2023 | 8706 | Zoho Books | Removed
- Removed support for Insert and Update from OpeningBalances table as these operations are not working as mentioned in the API doc on server side.
|
| 10/26/2023 | 8699 | Zoho Books | Changed
- Added columns ProjectCode, LastModifiedTime, UsersWorking, CurrencyId, CustomerEmail, BillingRateFrequency columns for Projects table.
|
| 10/10/2023 | 8683 | Zoho Books | Changed
- Updated the data type of PaymentNumber column from Integer to String for CustomerPayments, VendorPayments views and CustomerPaymentDetails, VendorPaymentDetails tables.
|
| 08/07/2023 | 8619 | Zoho Books | Changed
- Updated the data type of PaymentNumber column from Integer to String.
|
| 07/26/2023 | 8607 | Zoho Books | Removed
- Removed duplicate columns FromAccountId and TransactionType from BankTransactions table.
- Removed the duplicate column ContactCompanyName from CommittedStockDetailsReport view.
- Removed the duplicate column TaxType from Taxes table.
- Removed the duplicate column TimerStartedAt from TimeEntries table.
Changed
- Added the column ContactStatus in CommittedStockDetailsReport view.
|
| 06/20/2023 | 8571 | General | Added
- Added the new sys_lastresultinfo system table.
|
| 05/12/2023 | 8532 | Zoho Books | Added
- Added Connection String Property Region.
|
| 05/10/2023 | 8530 | Excel | Added
- Added the ability to cancel an in-progress test connection in the Connection Dialog Box.
|
| 05/09/2023 | 8529 | Zoho Books | Added
- Added support for CustomModules, CustomModuleFields tables.
- Added support for CustomModuleFieldDropDownOptions view.
- Added stored procedure DeleteCustomModuleField.
|
| 04/25/2023 | 8515 | General | Removed
- Removed support for the SELECT INTO CSV statement. The core code doesn't support it anymore.
|
| 04/06/2023 | 8496 | Zoho Books | Added
- Added AddAttachment, AddExpenseReceipt, ApproveAnEntity, BillsApplyCredit, ContactEnableOrDisablePaymentReminder, ContactEnablePortalAccess, ContactSendEmail, DeleteAttachment, DeleteImportedStatement, EmailAcreditNote, EmailAnEstimate, EmailAnInvoice, EmailAPurchaseOrder, EmailARetainerInvoice, EmailASalesOrder, EmailMultipleEstimates, EmailMultipleInvoices, ExportReport, ImportCreditCardStatement, InvoiceBulkReminder, InvoiceCancelWriteOFFInvoice,InvoiceDeleteExpenseReceipt, InvoiceEnableOrDisablePaymentReminder, InvoiceWriteOFFInvoice, MaqrkCustomerContactAsPrimary, MarkJournalAsPublished, ModifyBankAccountStatus, ModifyBillStatus, ModifyChartOfAccountStatus, ModifyContactStatus, ModifyCreditNoteStatus, ModifyEstimateStatus, ModifyInvoiceStatus, ModifyItemStatus, ModifyProjectStatus, ModifyPurchaseOrderStatus, ModifyRecurringBillStatus, ModifyRecurringExpenseStatus, ModifyRecurringInvoiceStatus, ModifyRetainerInvoiceStatus, ModifySalesorderStatus, ModifyUserStatus, ModifyVendorCreditStatus, ProjectsInviteAUser, SubmitEntityForApproval, TransactionsUncategorizeACategorizedTransaction, TransactionsUnmatchATransaction, UsersInviteAUser StoredProcedures.
|
| 03/27/2023 | 8486 | Zoho Books | Added
|
| 03/24/2023 | 8483 | Zoho Books | Added
- Added BillDocuments, ContactDocuments, CreditNoteDocuments, InvoiceDocuments, PurchaseOrderDocuments, RetainerInvoiceDocuments, SalesorderDocuments views.
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| 03/22/2023 | 8481 | Zoho Books | Added
- Added AccountDetailsBaseCurrencyAdjustmentAccounts, AccountDetailsBaseCurrencyAdjustment, BankAccountLastImportedStatement, BankAccountLastImportedStatementTransactions, BankTransactionImportedTransaction, BillPurchaseOrders, BillVendorCredits, ContactRefunds, CustomerPaymentInvoices, GetContactStatementEmailContent, ItemWarehouses, VendorPaymentBills views.
|
| 03/13/2023 | 8472 | Zoho Books | Added
- Added CustomerPaymentsRefund, RecurringBillDetails, TaxGroups, VendorCreditRefund, VendorPaymentsRefund tables.
- Added RecurringBills, RecurringBillLineItems, Budgets views.
|
| 03/10/2023 | 8469 | Zoho Books | Added
- Added support for accounttransactionsreport, businessperformanceratiosreport, cashflowreport, committedstockdetailsreport, CustomerBalancesReport, GeneralLedgerReport, VendorBalancesReport, StockSummaryReport, SalesBySalespersonReport, SalesByItemReport, SalesByCustomerReport, PurchaseOrdersByVendorReport, ProjectPerformanceSummaryReport, ProductSalesReport, PaymentReceivedReport, MovementOfEquityReport, JournalReport, InventoryValuationReport, InventorySummaryReport
|
| 02/03/2023 | 8434 | Zoho Books | Added
- Added support for Insert, Update and Delete.
- Added AccountNumber, IsPrimaryAccount, IsPaypalAccount, PaypalType, PaypalEmailAddress, RoutingNumber columns in BankAccounts.
- Added Criterion as aggregate columns, TargetAccountId, AccountId, ProductType, VatTreatment columns in BankRules.
- Added CustomFields, Documents, FromAccountTags, ToAccountTags as aggregate columns and FromAccountId, UserId, Date, TransactionType as columns in BankTransactions.
- Added AccountIds column in BaseCurrencyAdjustments.
- Added Approvers, CustomFields, Documents, LineItems, Taxes as aggregate column and IsUpdateCustomer, PurchaseOrderIds, PricebookId, PlaceOfSupply, PermitNumber as columns in BillDetails.
- Added CurrencyId, IncludeInVatReturn, ShowOnDashboard as columns in ChartOfAccounts.
- Added ContactType, ContactPersons, CustomFields, CreditLimit, CurrencyId, Facebook, IsAddedInPortal columns in ContactDetails.
- Added AvataxUseCode, AvataxTaxCode, AvataxExemptNo, ContactPersons, CustomFields, IsDraft, LineItems, IgnoreAutoNumberGeneration columns in CreditNoteDetails.
- Added EnablePortal column in CustomerContacts.
- Added AmountApplied, CustomFields, ContactPersons, InvoiceId, Invoices columns in CustomerPaymentDetails.
- Added AvataxUseCode, AvataxExemptNo, ContactPersons, CustomFields columns in EstimateDetailsInternal.
- Added AcquisitionVatId, CanReclaimVatOnMileage, CustomFields, DestinationOfSupply, Distance, EngineCapacityRange, HSNORSAC, FuelType, GstNo, LineItems, ProductType, PlaceOfSupply, ReverseChargeVatId, ReverseChargeTaxId, SourceOfSupply, VehicleType, VatTreatment, TaxTreatment, Receipt columns in ExpenseDetails.
- Added ContactPersons, CustomFields, ExpenseId, InvoicedEstimateId, LineItems, SalesorderItemId, TaxId, Send columns in InvoiceDetails
- Added AvataxUseCode, AvataxTaxCode, HSNORSAC, InventoryAccountId, VendorId, ReorderLevel, InitialStock, InitialStockRate, ItemTaxPreferences columns in itemdetails.
- Added ExchangeRate, IncludeInVatReturn, IsBasAdjustment, ProductType, VatTreatment, LineItems, TaxExemptionCode, TaxExemptionType columns in Journals.
- Added Accounts in OpeningBalances.
- Added CostBudgetAmount, BudgetAmount, BudgetHours, UserId, Tasks, Users columns in Projects
- Added BillingAddressId, ContactPersons, CustomFields, Documents, DueDate, IsUpdateCustomer, PricebookId, SalesorderId, GstTreatment, VatTreatment, TaxTreatment, GstNo, SourceOfSupply, PlaceOfSupply, DestinationOfSupply, LineItems columns in PurchaseOrderDetails.
- Added GstNo, SourceOfSupply, DestinationOfSupply, PlaceOfSupply, LineItems, VatTreatment, TaxTreatment, ProductType, AcquisitionVatId, ReverseChargeVatId columns in RecurringExpenseDetails
- Added AvataxUseCode, AvataxTaxCode, AvataxExemptNo, ContactPersons, Email, ItemId, LineItems, PlaceOfSupply, TaxId, PaymentOptionsPaymentGateways, VatTreatment, GstNo, GstTreatment, TaxTreatment columns in recurringinvoicedetails.
- Added ContactPersons, PaymentOptionPaymentGateways, LineItems as columns in retainerinvoicedetails.
- Added AvataxUseCode, AvataxExemptNo, BillingAddressId, ShippingAddressId, ContactPersons, CustomFields, GstNo, GstTreatment, IsUpdateCustomer, LineItems, MerchantId, NotesDefault, PriceBookId, PlaceOfSupply, TaxId, TermsDefault, VatTreatment, TaxTreatment, CanSendInMail, TotalFiles, Doc as columns in SalesOrderDetails.
- Added BudgetHours column in Tasks.
- Added TaxType, IsValueAdded, PurchaseTaxExpenseAccountId, UpdateRecurringInvoice, UpdateRecurringExpense, UpdateDraftInvoice, UpdateRecurringBills, UpdateDraftSo, UpdateSubscription, UpdateProject column in Taxes.
- Added CostRate, TimerStartedAt column in TimeEntries.
- Added CostRate column in Users.
- Added CustomFields, Documents, DestinationOfSupply, IsUpdateCustomer, PricebookId, PlaceOfSupply, LineItems columns in VendorCreditDetails.
- Added Bills, CustomFields columns in VendorPaymentDetails.
|
| 12/14/2022 | 8383 | General | Changed
- Added the Default column to the sys_procedureparameters table.
|
| 11/09/2022 | 8348 | Zoho Books | Added
- Added BalanceSheetsReport, ProfitsAndLossesReport, ReportsAccountTransactionsDetails, TaxSummaryReport, TrialBalanceReport.
|
| 09/30/2022 | 8308 | General | Changed
- Added the IsPath column to the sys_procedureparameters table.
|
| 09/28/2022 | 8306 | Excel | Added
- Added a config file option STATUSBAR_UPDATE=TRUE. This indicates whether the Excel Add-In will update the Excel Status Bar with progress status on completed tasks. The default value is TRUE. This way, there is the option to NOT update the Status Bar by setting it to FALSE.
|
| 09/20/2022 | 8298 | Zoho Books | Added
- Added the FileStream parameter to support output streamd on the DownloadAttachment, DownloadExpenseReceipt and DownloadRetainerInvoiceAttachment stored procedures.
- Added the FileData output parameter and Encoding input parameter to print the response on the DownloadAttachment, DownloadExpenseReceipt and DownloadRetainerInvoiceAttachment stored procedures.
|
| 09/16/2022 | 8294 | Zoho Books | Changed
- Changed DataType of Column CreditAmount of table ChartOfAccountTransactions from Integer to Decimal.
|
| 09/14/2022 | 8292 | Excel | Changed
- Improved the User Experience of the Connection Editor by introducing a Basic tab for the most imporant connection properties.
|
| 03/17/2022 | 8111 | Excel | Changed
- Changed the behavior so that auto-refreshing continues even if the worksheet is not active anymore or loses focus.
|
| 03/05/2022 | 8099 | Excel | Added
- Added support for inserting rows on tables when no primary key is defined on a given table.
|
| 02/19/2022 | 8085 | Excel | Added
- The button "Get Data -> From ProviderX" now displays a submenu with existing connections buttons and a separator, with the "New ProviderX Connection" button, if a connection exists. If no connections exist, then clicking "Get Data -> From ProviderX" will prompt the user to create a new connection before selecting the data.
Removed
- In the "Table Selection" form, the "Source", "New Connection", "Connection", and "Edit Connection" fields are removed as they are out of the scope of the "Table Selection" form.
|
| 02/01/2022 | 8067 | Zoho Books | Added
- Added column DebitAmount to table ChartOfAccountTransactions.
|
| 12/31/2021 | 8035 | Excel | Added
- Added batch support for CDATAINSERT, CDATAUPDATE, and CDATADELETE user-defined functions.
|
| 11/11/2021 | 7985 | Excel | Added
- Added a config file option called RETRIEVE_DATA_ROWS_PERCOUNT. When getting data, this indicates how many rows will be populated into the sheet at a time. The default value is 1000.
Changed
- Improved performance when loading data from Get Data/Refresh and the CDATAQUERY function.
|
| 11/03/2021 | 7977 | Excel | Added
- Added new VBA functions: GetLastErrorCode and GetLastError.
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| 10/29/2021 | 7972 | Excel | Added
- Added new VBA functions: GetUpSertedRows, UpSertRows, UpSertAll and UpSert.
Changed
- The "Update Rows" button will now update changes made to existing rows or insert newly created rows.
Removed
- The "Add Rows" button has been removed.
|
| 09/28/2021 | 7941 | Excel | Added
- When loading data, table columns are auto-fitted to display all cells' content. In cases when cells have large amounts of text and the table has many rows, this operation might be slow.
- Added a config file option DISABLE_AUTOFIT_COLUMN. Setting DISABLE_AUTOFIT_COLUMN==TRUE will speed up the process in those cases. The default value is FALSE.
Changed
- Changed the maximum characters that a cell can retreive from the data source from 8,192 to 32,767.
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| 09/02/2021 | 7915 | General | Added
- Added support for the STRING_SPLIT table-valued function in the CROSS APPLY clause.
|
| 08/07/2021 | 7889 | General | Changed
- Added the KeySeq column to the sys_foreignkeys table.
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| 08/06/2021 | 7888 | General | Changed
- Added the new sys_primarykeys system table.
|
| 07/26/2021 | 7877 | Excel | Added
- You can sort and reorder columns on the "CData Query" form to alter the sort order.
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| 07/23/2021 | 7874 | General | Changed
- Updated the Literal Function Names for relative date/datetime functions. Previously, relative date/datetime functions resolved to a different value when used in the projection as opposed to the predicate. For example: SELECT LAST_MONTH() AS lm, Col FROM Table WHERE Col > LAST_MONTH(). Formerly, the two LAST_MONTH() methods would resolve to different datetimes. Now, they will match.
- As a replacement for the previous behavior, the relative date/datetime functions in the criteria may have an 'L' appended to them. For example: WHERE col > L_LAST_MONTH(). This will continue to resolve to the same values that were previously calculated in the criteria. Note that the "L_" prefix will only work in the predicate - it not available for the projection.
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| 07/21/2021 | 7872 | Excel | Removed
- Removed support for .NET 3.5. Before upgrade/downgrade, a clean uninstall and then the same product versions install should be performed. So, if you want to downgrade, all the downgrade build versions must support .NET 3.5. If you want to upgrade, all the upgrade build versions will drop .NET 3.5 support.
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| 07/12/2021 | 7863 | Zoho Books | Added
- Added the connection property RowScanDepth. It is the maximum number of rows to scan for the custom fields columns available in the table. The default value is 200.
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| 07/06/2021 | 7857 | Excel | Added
- Added a config file option REPLACE_SYSTEM_LOCALE=TRUE. This indicates whether Office culture replaces system locale. The default value is TRUE. This way, there is the option to disable overriding system locale by setting it to FALSE.
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| 06/26/2021 | 7847 | Excel | Added
- Added the ability to move the columns up and down on the "CData Query" form grid view and change their order via the UI.
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| 06/24/2021 | 7845 | Excel | Added
- Added the default parameter "showPopups" so the user may decide whether to show popups when calling VBA functions.
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| 05/21/2021 | 7811 | Excel | Added
- A new UI implementation is added for "in" and "not in" filter options on the "CData Query" form. The user is able to select via an interface from a list of distinct column values.
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| 04/25/2021 | 7785 | General | Added
- Added support for handling client side formulas during insert / update. For example: UPDATE Table SET Col1 = CONCAT(Col1, " - ", Col2) WHERE Col2 LIKE 'A%'
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| 04/23/2021 | 7783 | General | Changed
- Updated how display sizes are determined for varchar primary key and foreign key columns so they will match the reported length of the column.
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| 04/16/2021 | 7776 | General | Added
- Non-conditional updates between two columns is now available to all drivers. For example: UPDATE Table SET Col1=Col2
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| 04/16/2021 | 7776 | General | Changed
- Reduced the length to 255 for varchar primary key and foreign key columns.
Changed
- Updated index naming convention to avoid duplicates.
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| 12/30/2020 | 7669 | Excel | Added
- Implemented user awareness during the upgrade process from 2019 to 2020 or 2021 editions.
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| 12/18/2020 | 7657 | Excel | Added
- Added the "is null" and "is not null" filters on the "CData Query" form.
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