24.4 Release Notes

Planful For Marketing: Unified Campaign/Expense Group Types Now Available on the Attributes & Tags Page

With this release, the Campaign/Expense Group Type is available as a new tab on the Attributes & Tags page, along with Expense Types, Vendors, GL Codes, and Tags. To access it, navigate to Settings > Attributes & Tags and click Campaign/Expense Group Types.

You can use the Attributes & Tags page to seamlessly manage all entities such as Campaign/Expense Group Type, Expense Types, Vendors, GL Codes, and Tags within the Planful for Marketing application in one place. 

Previously, Campaign and Expense Group Types were available as separate entities and could be created or deleted only by the Planful support team. You could not make any changes on your own, causing inconvenience. In addition, when campaign and expense group types had the same names, the Planful support team had to duplicate entries, once in campaign types and again in expense group types. Also, to stop using any campaign or expense group type, there was no option to deactivate them. The Planful support team had to delete these campaigns or expense group types.

Campaign/Expense Group Types

You can use the new Campaign/Expense Group Types tab on the Attributes & Tags page to perform multiple actions as a single entity. You can now perform all actions, such as create, update, delete, etc, on your own without needing any help from the Planful support team. In addition, you can activate or deactivate any campaign/expense group type instead of deleting it, providing the flexibility to reuse them whenever needed. Furthermore, you can now view the count of instances where these types are being used, allowing you to track all campaign/expense group types in one place. 

The following key features are available:

Search

Use this option to quickly locate any Campaign/Expense Group Types within the system, which is helpful in large databases. You can instantly narrow down search results by typing in a few keywords.

Create

Use this option to create new Campaign/Expense Group Types directly within the application. You can create unified campaigns and expense groups to meet specific needs and organizational structures.

Update

Use this option to modify existing Campaign/Expense Group Types as needed.

Enable/Disable

Use this toggle to activate or deactivate Campaign/Expense Group Types based on their current relevance or usage status. You can temporarily remove them from active use without permanently deleting them and reuse them later if needed.

Delete

Use this option to remove redundant or obsolete Campaign/Expense Group Types from the application. Wherever the deleted Campaign/Expense Group Type has been used, it is replaced by Other, a system-defined type that cannot be deleted.

Count

Use this feature to provide insights into the usage frequency of each Campaign/Expense Group Type. You can track the instances where each type is utilized and gauge its significance and relevance within the application.

These key features allow you to organize Campaign/Expense Group Types within the application, enhancing organizational requirements and streamlining workflow processes.

Let's understand the new feature with an example:

Within the Planful for Marketing application, you run a marketing campaign for a new product launch. You can create a Campaign/Expense Group Type named Product Launch to categorize all expenses and campaigns related to this initiative. As the campaign progresses, you want to update the Product Launch type or add additional attributes for clarity. Previously, creating this kind of campaign and expense group type required contacting the support team for duplication in both places, which was inconvenient and redundant.

However, with this enhancement, you can now create Campaign/Expense Group Types on your own in the application without needing help from the support team. Once the Product Launch type becomes obsolete over time, you can deactivate it without deleting it, allowing for reuse. If you want to delete it, it will be assigned to the Other type to preserve historical data. Utilizing the count feature, you gain insights into the frequency of usage for the Product Launch type, aiding in assessing its success and impact. Through efficient management and tracking within the application, you ensure smooth workflow processes and accurate financial management throughout the product launch campaign.

Including Campaign/Expense Group Types on the Attributes & Tags page has transformed it into a unified interface. You can now conveniently perform various actions on GL Codes, Vendors, Tags, Expense Types, and Campaign/Expense Group Types, all within a single interface.

To learn more about the features of Campaign/Expense Group Types, click here.

Planful for Marketing: New Delete functionality for Expense Types

With this release, the delete functionality for Expense Types has been changed to provide a more streamlined and efficient experience. Previously, when attempting to delete an Expense Types, you were required to delete it from each instance where it had been used, which could be time-consuming.

Now, with the latest enhancement, you can directly delete any Expense Types without navigating through multiple instances. Upon deletion, the Expense Types is automatically replaced by an Other type, a system-defined type that cannot be deleted. This simplifies the deletion process and ensures you can efficiently manage your Expense Types without worrying about the impact on existing data.

For example, let’s consider Richard, a marketing manager who frequently deals with various Expense Types in his day-to-day activities. Previously, if Richard wanted to delete an Expense Types that had been used in numerous instances, he would have to remove it from each instance individually. 

However, with this enhancement, Richard can now delete any Expense Types directly, regardless of the number of instances in which it has been utilized. The system automatically reassigns the Expense Types to the Other type, allowing Richard to focus on more critical tasks without worrying about manual deletion processes.