Release Notes of Invantive® Control for Excel 24.1.3-BETA

Invantive® Control for Excel

Invantive Control for Excel bridges your unstructured business data in Microsoft Excel and your strategic plan using a database-centric storage of your facts. Besides exchanging facts with databases, Invantive Control can also exchange data with popular cloud platforms such as Exact Online, Salesforce or ActiveCampaign using Invantive UniversalSQL. The facts can be accessed using pre-defined Excel formulas and blocks with associated SQL queries.

These release notes describe all bug fixes and enhancements on Invantive® Control for Excel per released version. The release number consists of three elements: major version, minor version and patch version. The latest version is listed on top of the list, with older releases further down. Notes are listed per patch release for the current minor release. Changes from patch releases are bundled for previous minor releases. The release notes include all changes deemed informative for use outside the product development team. Refactoring, logging, translations and internal code-only changes are not included in these external release notes. A change is considered a bug fix when it solves a problem with previously released functionality. A change is considered an enhancement when the software change extends previously released functionality.

This software, developed by Invantive, is designed to support a variety of business and information technology data processing functions, such as accounting, financial reporting an sales reporting. It is important to note that this software is not designed, tested, or approved for use in environments where malfunction or failure could lead to life-threatening situations or severe physical or environmental damage. This includes, but is not limited to:

Users must ensure that they understand the intended use of the software and refrain from deploying it in any setting that falls outside of its designed purpose. It is the responsibility of the user to assess the suitability of the software for their intended application, especially in any scenarios that might pose a risk to life, health, or the environment.

Invantive disclaims any responsibility for damage, injury, or legal consequences resulting from the use or misuse of this software in prohibited or unintended applications.

Version: 24.1.3

Released: 17-03-2024 18:27:28 (UTC)

State: Beta

Manufacturer: Invantive Software B.V.

Brand: Invantive

Operating systems:

  • Microsoft Windows 10
  • Microsoft Windows Server 2016 (64-bit)
  • Microsoft Windows Server 2019
  • Microsoft Windows Server 2022

Memory Requirements: 2 GB


  • Requires Internet access.
  • Requires all required Operating System updates applied at most 1 month ago.
  • Installation needs administrative privileges.

Software Requirements:

  • Microsoft .NET 4.8 or higher.
  • Microsoft Excel 2019 (32- or 64-bit) or an Office 365 version.
  • Screen resolution 1280x1024 or higher.
  • User license for databases used and/or business applications.

Limitations: For use in service area within important safety and usage conditions.

Category: Business


Download (URL): (215 MB)

Forums (URL):

Manual (URL):

Manual (PDF):


  • activecampaign
  • afas-online
  • autotask
  • bridge-online
  • confluence
  • documentcloud
  • dropbox
  • dynamicscrm
  • ecb-exchange-rates
  • edifact
  • exact-online
  • ezbase
  • facebook
  • firebird
  • foxpro
  • freshdesk
  • ftp
  • gitlab
  • jira
  • jira-service-desk
  • kadaster
  • keepass
  • linkedin
  • magento
  • mail
  • mendix
  • microsoft-graph
  • mt940
  • mysql
  • nasa
  • nmbrs
  • oauth
  • octopus
  • odata
  • office
  • onenote
  • openarch
  • open-exchange-rates
  • oracle
  • ossus
  • paypal
  • postgresql
  • proactive
  • risk-management
  • robaws
  • roller
  • rss
  • salesforce
  • severa
  • sftp
  • silveressence
  • simplicate
  • slack
  • snelstart
  • sql
  • sql-server
  • stackexchange
  • stackoverflow
  • swagger
  • swift
  • teamleader
  • teamviewer
  • teradata
  • twinfield
  • twitter
  • ubl
  • vies
  • virustotal
  • visma-eaccounting
  • visma-net
  • visma-severa
  • wikipedia
  • xaa
  • xaf
  • xas
  • yuki

MSI Product ID: 545c8cc7-c52b-4aba-9c4f-ebec38fb6e23

Included Components:

Version 24.1.3-BETA, released 2024-03-17.

- Differentiate itgencuy015 for easier fixing by end users.
- Improve order of building blocks for Exact Online.

Version 23.1.59-BETA, released 2023-10-03.

- Additional fields for session I/O form.
- Extend logging by Thread ID and Task ID.
- Remove Google Analytics from Manual.
- Split session I/O duration in CPU, I/O and sleep.

Bug fixes:
- Allow Control upload for ID columns of type GUID.
- Avoid double escaping on Invantive Control and Invantive Composition.
- Fix itgenase034 on Sync Upload.
- Fix itgenprr002 on update rows.

Version 22.1.248-BETA, released 2023-06-21.

- Add check itgencuy015 whether XLAM install was succssfull.
- Add cost center/cost unit to Exact Online transaction download.
- Add Elastic variables.
- Add formula context to UDF measurements in case of error.
- Add Odoo data analysis blocks.
- Add sample Verkoopboekingen uploaden.
- Add UDF checks.
- Better hint on execution hints.
- Clarify Exact Online item cost price formule I_EOL_ITM_COSTS_PRICE_VALUE.
- Control: Raise error when logging on to Exact Online with XML or REST API disabled.
- Enable moving account code to transaction header for I_EOL_GLTXN_POST for non-memorial journal entries.
- Exclude internally managed named range starting with _xlfn from processing.
- Extend advanced filtering to cost unit and cost centre.
- Improve performance by logging on multiple data containers at once.
- Move to .NET 4.8.
- Translate.
- Upgrade from .net Framework 4.7.2 to 4.8.0.

Bug fixes:
- Avoid ArgumentNullException on changing block.
- Fix GL Accounts download for Excel on Odoo.
- Fix itgencmr088 on download of UDF measurements.
- Fix itgenlic329 by brand check to use Product instead of Description.
- Fix NRE on UDF check answer.
- Fix NullReference on SetBlockInformation when model is not loaded on Excel.
- Fix Odoo formula.
- Fix triggers being run when there is no database connection yet.
- Improve error message.
- Only submit GL transaction lines with an amount.
- Recalculate after relocating XLAM.

Version 20.2.200, released 2021-11-30.

- Add error message on failed calls.
- Add forums buttons to various ribbons and make online assistance configurable.
- Add general ledger filter criteria to budget formulas.
- Add hint to itgensdf034.
- Add timezone functionality.
- Change execution log and native call logging to NDJSON format.
- Differentiate error messages.
- Fine-tune itgensdf074.
- Performance improvements.
- Switch to IPv6.
- Upgrade to .NET 6.

Bug fixes:
- Fix calendar of Exact Online cash flow.
- Fix NRE in UDF.
- Improve error message when trying to auto-save a restored workbook.
- Improve file handling of session IO log.
- Improve performance of GetEolXmlGLClassificationMemberAccountInformation related functions.

Version 20.1.532-BETA, released 2021-01-28.

- Add check on valid named range names.
- Add I_EOL_TXN_AMOUNT_DC Excel function
- Add I_EOL_TXN_AMOUNT_FC and I_EOL_TXN_QUANTITY Excel function. Added many arguments
- Add Invantive Control execution hint VERBASENA.
- Add main category to providers.
- Advanced filter on GL account code in Excel functions.
- Advanced filter on GL account code in I_EOL_TXN_ Excel functions.
- By default allow changes outside of blocks.
- Enable choice of extension for published Excel sheet to avoid itgenclr013.
- Extend license agreement configuration options in Data Hub.
- Improve cache ratio on Exact Online UDF by reducing date accuracy.
- Improve handling of Excel internal VSTO bug for split buttons.
- Include non-primary key field value of 'field' in update on ActiveCampaign contact custom field.
- Make Exact Online UDF internal cache configurable.
- Make locker readonly.
- Memorize last action.
- Reduce XLAM add-in lookups.
- Replace #NA in verbose mode by something explanatory.
- Save publishing settings.
- Set focus on first control.
- Try twice to create a workbook when Excel is not yet ready.

Bug fixes:
- Cast Excel ranges to make sure they are actually always ranges.
- Control: Add check workbook structure tool button to check if all required worksheets are registered.
- Disable optimization to return null on I_EOL_TIMESHEETS_AMOUNT when Date From > Date To in case not both are specified.
- Do not throw itgenude011 when retrieving balance of a cost centre.
- Fix column ordering, filtering, etc on data analysis blocks.
- Fix error on not finding reporting scheme when the partition required is not selected.
- Fix excel00005 error message on I_EOL_TXN_AMOUNT_DC.
- Fix formatting of Guid fields in matrix formulas which causes the entire matrix formula to show #VALUE.
- Fix issue with wrong column names being generated.
- Fix layout on free format SQL editor.
- Fix NRE when executing triggers [SUP-7329].
- Fix Producer repository log on using managed Oracle driver.
- Fix select range form layout.
- Fix userlogincode UDF variable.
- Hide irrelevant building blocks.
- Ignore exception when determining the number format when retrieving the object metadata [SUP-5237].
- Publish: allow converting workbook file type.
- Refactoring document properties to prevent exceptions when retrieving non-existing properties.
- Remove parameters on I_EOL_TXN functions to keep the total number on 20 for Excel support.
- Return #N/A when currency exchange rate on Exact Online doesn't instead of 0.
- Skip itgenlic665 error allowing sync even when user has no access to block definitions.

Version 17.33.270-BETA, released 2019-08-27.

- Add Building Blocks for AccountView.
- Add consistency check on repository slider.
- Add Cost Centers and Cost Units to Exact Online building blocks.
- Add Exact Online Purchase elements to Building Blocks Data Analysis
- Add search Exact Online company information by various aspects.
- Add various building blocks for analyzing performance issues of UDF.
- Allow multiple concurrent languages to be loaded and translated.
- Allow specification of XLAM location using environment variable INVANTIVE_CONTROL_XLAM_FOLDER.
- Default save file dialog to a good location.
- Differentiate error codes on enabling XLAM add-in.
- Improve performance of building Building Blocks menu.
- Improve performance of Invantive Control tables.
- Improve window ownership.
- Include global state in event arguments to improve window ownership.
- Make naming of "Invantive Control Functions" XLAM location insensitive for casing when using deviating location.
- Reduce amount of balance sheet data downloaded from Exact Online.
- Reduce name resolution time for DataDictionary data analysis building blocks, saving 25 ms on log on.
- Reduce name resolution time for Teamleader data analysis building blocks, saving 100 ms on log on.
- Reduce number of XLAM replacements.
- Search for unqualified table names in Excel connector by default in current workbook.
- Set nullable properties of columns in UDFMeasurements explicit.

Bug fixes:
- Allow changing location of XLAM.
- Always enable main tab, don't show license dialog when function is not licensed.
- Correct missing translation of product name in error itgenuty477.
- Exclude Print_Titles from names in Invantive Control Excel connector.
- Fix evaluation of Invantive Script system variables upon first use.
- Fix itgenemd007 error when connecting twice to the same connector in Invantive Control.
- Improve calculation of full qualified name for Excel objects to include schema and catalog.
- Improve determination of timestamp for XLAM to allow multi-user use.
- Improve handling of internal NullReferenceException in Office VSTO.
- Register correct database name when not using Invantive Keychain.
- Relocate XLAM to absolute path instead of relative path.

Version 17.31.100-BETA, released 2019-03-25.

- Add balance close formulas for cost center / cost units on Exact Online, such as I_EOL_CCE_BAL_PDE_CLOSE.
- Add data analysis for Octopus accounting.
- Add Exact Online formulas for cost center and cost unit year opening balance.
- Add Excel functions for Octopus accounting.
- Add Facebook Excel formulas.
- Add Teamleader sample PEW.
- Changes due to adding support for Linux/Unix/Mac OS on Invantive Producer products.
- Display meaningful error when IP_EMPTY can not be found during resizing the named ranges.
- Improve performance of Exact Online Balance formulas on Cost center / cost unit.
- Improve performance on large Exact Online accountancy environments when using I_EOL_DIV_... formulas.
- Increase measurement resolution from 16 ms to 100 ns in UdfMeasurements@ic.
- Invantie Control for Office 365.
- Optimize calculation of dependent GL classification codes in Exact Online Excel formulas.
- Optimize retrieval of General Ledger classification description on Exact Online using Excel formulas.
- Optimize retrieval of main reporting scheme on Exact Online using Excel formulas.
- Reduce startup time.
- Upgrade to 4.7.2.
- Use .NET 4.7 auto scaling for high DPI [ITGEN-4219].

Bug fixes:
- Avoid ArgumentNullException when SQL statement becomes empty of ${} expansion.
- Avoid NullReferenceException due to Office bug.
- Fix Data Analysis download without Workbook.
- Fix itgenfir003 on using I_EOL_GLTXN_POST Excel formula.
- Fix System.Runtime not found exception [ITGEN-3857].
- Restore adding product properties to exceptions.
- Show scrollbars when necessary in model editor.

Version 17.29.30-BETA, released 2019-01-07.

- Better error message when trying to unprotect a sheet that is locked with another password than known by Invantive Control.
- Delay starting Invantive Composition to improve startup performance [ITGEN-451].
- Delay starting Invantive Control to improve startup performance [ITGEN-451].
- Improve handling of errors during Invantive Control metadata retrieval.
- Improve startup performance [ITGEN-451].
- Retrieve metadata for named ranges in the Invantive Control provider.

Bug fixes:
- Avoid error message when an Excel name referring to #REF is defined.
- Exclude internal names from Invantive Control provider metadata.
- Fix NotImplementedException and data type resolution bug in Invantive Control.
- Reduce calls on model cache when relocating links [ITGEN-3612].

Version 17.28.1, released 2018-10-22.

- Upgrade samples.

Version 17.27.23-BETA, released 2018-09-11.

- Add integrity checks on 3D point location.
- Display blk_current_min_z_name in Model Editor [ITGEN-3085].
- IC: Show number of rows retrieved when downloading blocks.
- Increase maximum size of result set to above 4 billion rows.
- Perform integrity checks on the data type of an Excel-based table when no data type could be determined from the number format.
- Update translations.

Bug fixes:
- Fix error 'itgenefn003: The field with name 'prevyears' is unknown.' when using the Exact Online financial period Excel formula.
- Fix NRE exception when not having filtering enabled on Excel tables.
- IC: Fix positioning bug "itgenuty622: Point '{1,0,1}' is an illegal Excel position." [ITGEN-3139]
- Reduce chance of read lock blocking reading files through OS provider.

Version 17.26.5, released 2018-08-31.

- Add I_EOL_ACT_SLS_CREDIT_LINE and I_EOL_ACT_PUR_CREDIT_LINE to retrieve credit line.
- Clarify error when an array formula is used exceeding 2.084 characters.

Bug fixes:
- Fix upgrade of Excel models never synchronized memorizing worksheet names with a block.

Version 17.25.8-BETA, released 2018-08-21.

- Avoid itgensdf054 Detect adding worksheets where not allowed [ITGEN-821].
- Extend data analysis blocks for Exact Online.
- Give hint about available workbooks when the catalog name does not match an opened workbook.
- Improve performance by streaming row checks.

Bug fixes:
- Fix itgenclr013: Using building block "Relaties" raises error [ITGEN-3090].
- Fix when 'updating' a field that is and was empty. Resulting in a NRE.

Version 17.24.18, released 2018-06-25.

- Add Teamleader building blocks.
- Add where clause to lists of values in Control [ITGEN-2753].
- Check value of Exact Online General Ledger Account Balance Type filter to aid user.
- Enable use of $C, $X, $P, $R in where clause of pick list for Excel cell [ITGEN-2842].
- Fine-grained cash flow for Purchase Orders and Sales Orders on Exact Online.
- Improve recognition of data types in Excel tables and names with Invantive Control provider.

Bug fixes:
- Avoid argument exception on block code.
- Clarify error message when metadata of Excel table can not be determine.
- Filter failure itgendid048 The value %123123% is not a valid integer [ITGEN-2860].
- Filter on block fields when replacing column expressions

Version 17.23.15-BETA, released 2018-05-10.

- Add lookup cache for Exact Online GL Accounts.
- Add where clause to model for parameter pick lists in Control [ITGEN-2691].
- Cache General Ledger Account Structure in UDF function for 4 hours to circumvent Exact Online performance issues.
- Hide log on information in tool tip on connect for Control and Composition when not connected.
- Improve performance of Exact Online Open / Close balance.
- Improved logon dialog. Updated credentials storage.
- Reduce impact of WPF initialization problem in border/constraint control [ITGEN-2600].

Bug fixes:
- Add cache to disk to compensate Exact Online XML GLAccounts getting slower.
- Fix itgenuty263: missing definition of transaction and/or primary key column on updateable Invantive Control block.
- Fix long delay in the editor on the advanced tab.
- Only include current balance sheet, exclude previous years in cash flow prognosis.
- Reduce memory consumption [ITGEN-2582].

Version 17.16.0, released 2018-04-09.

- Add sample Last Year Sales Analysis for Exact Online.

Version 17.15.26-BETA, released 2018-03-15.

- Change cash flow to Exact Online REST.
- Clear UDF row cache which prevented outdated data to be used in Excel functions.
- Show Invantive Control provider objects in Available Objects [ITGEN-2117].
- Show trigger executing in progress of Control synchronization [ITGEN-2453].
- Tune loading facts into Excel within Invantive Control.

Bug fixes:
- itgenuty198: "Cannot get range of backup sheet ..." when an error occurs. Then Excel crash [ITGEN-2460].

Version 17.14.62-BETA, released 2018-02-21.

- Add Excel formula I_EOL_DIV_CODE for Exact Online Division Code.
- Add formulas for Teamleader to Invantive Control for Excel
- Add sample spreadsheet for uploading budgets into Exact Online.
- Add UdfMeasurements view to Invantive Control provider with accurate timings on performance of UDF calls.
- Added Data Loader in Control menu.
- Allow specification of currency code for Exact Online item price retrieval.
- Avoid need for scrolling in partition chooser when there are more than hundreds or thousands of partitions.
- Raise error when the Excel used range is very large.
- Register session I/Os for Invantive Control provider.
- Return 0 when a GL Account Classification has no associated GL Accounts on budget or balance for better performance.
- Speed up balances on Exact Online based upon classifications.
- Updated partitioning in Control and Composition to allow selection of the partition when having multiple data containers opened, like two Exact Online accounts.

Bug fixes:
- Cache also failed SQL select scalar statements.
- Detect Excel errors in ranges and tables queried using the Invantive Control provider.
- Ensure that text on layout items in Data Analysis fits even when translated.
- Fix 'the value '40638' must match the data type Nullable' for date/time fields in Excel name ranges.
- Improve performance of filters on sets of GL Account Classifications with over 100 GL Accounts.
- Improve performance of very high volume of GL balance calculations on Exact Online by factor 100.
- Reduce memory requirements from 4 to 3 GB for Invantive Control.
- Reduce number of errors thrown by UDF by de-duplicating them.

Details of Release Notes:

Version 24.1.3:
Raise error when the Excel used range is very large.
Gives a lot of problems otherwise.

Version 17.14.17:
Reduce number of errors thrown by UDF by de-duplicating them.
Often there are hundreds of identical errors.

Version 17.14.13:
Return 0 when a GL Account Classification has no associated GL Accounts on budget or balance for better performance.
Reduce resolution times of Exact Online tables to object definition by fully qualifying [PR].
Apply server-side filter for year on approximately 25 Exact Online formulas [PR].

Version 17.13.0-RC, released 2017-12-07.

- Add XAF 3.2 samples for Data Analysis.
- Add XAF, XAA and XAS data analysis lists.

Version 17.12.9-RC, released 2017-11-26.

- Add Excel function I_INTEGRATION_ACTIVE for VBA coding.
- Add re-register VBA integration button to tools menu and log on.
- Re-register Invantive Control Functions on every log on to ease VBA coding.

Bug fixes:
- Fix problem with attempt to end a transaction that never started.
- Improve errors on invalid path names.
- Improve working of synchronization back to Exact Online and others.
- Prevent issue with building blocks which failed connecting when multiple connections are used. Also made building blocks working on that case.
- Relabel Invantive Data Cache in ribbon.
- Return #N/A instead of an error window when determining the GL scheme of an unselected Exact Online division.
- Show correct version number 7 of VBA module for Generic Functions.

Version 17.11.4-RC, released 2017-11-16.

- Allow auto-size result set of I_SQL_SELECT_TABLE UDF for use in VBA.

Version 17.10.20-RC, released 2017-10-18.

- Upgrade components to reduce memory footprint, especially in 32-bit Office.

Bug fixes:
- In edge cases allow text to start with '=' when pasting block values.
- Minor change to accommodate Slow or OutOfMemoryException on parameter pick lists [ITGEN-1940].