Information on current and previous versions of Arbutus software products

What’s New at Arbutus

What’s New at Arbutus

At Arbutus Software, all our core applications are actively developed and enhanced. This means that our users benefit from timely fixes, upgrades, and a development cycle that releases one or two new versions each year with useful, meaningful enhancements. Enhancement highlights include the following:

Software Updates Released Links
What’s New in Version 6.0 July 2014 Adobe PDF adobe.gif
What’s New in Version 5.7 July 2014 Adobe PDF adobe.gif
What’s New in Version 5.6 April 2014 Adobe PDF adobe.gif
What’s New in Version 5.5 May 2013 Adobe PDF adobe.gif
What’s New in Version 5.4 July 2012 Adobe PDF adobe.gif
What’s New in Version 5.3 December 2011 Adobe PDF adobe.gif
What’s New in Version 5.2 May 2011 Adobe PDF adobe.gif
What’s New in Version 5.1 September 2010 Adobe PDF adobe.gif
What’s New in Version 5.0 July 2009 Adobe PDF adobe.gif
What’s New in Version 4.4 November 2008 Adobe PDF adobe.gif
What’s New in Version 4.3
March 2008 Adobe PDF adobe.gif
What’s New in Version 4.2
October 2007 Adobe PDF adobe.gif
What’s New in Version 4.1
May 2007 Adobe PDF adobe.gif


Note: If you encounter errors viewing PDFs, right-click the link and save the PDF to your computer, then open it with Adobe Reader.

Highlights of Audit Analytics V5.7

Highlights of V5.7 – New Features and Enhancements

1. SmartLink for SAP®

Our new SmartLink for SAP® reduces the time, effort, and costs typically associated with SAP data access. Analyzer users can now use Arbutus Windows Server to connect to, filter, and import data from SAP ERP systems. Data selection has been made easy via sortable and re-arrangeable list views for the SAP field selection and SAP filter lists.

More importantly, SmartLink uses standard SAP calls, and therefore doesn’t require you to install anything on your SAP server.

Click the image to learn more

SmartLink requires no specialized knowledge of SAP querying or programming.
Click the image at left to learn more

SmartLink supports any number of separate SAP systems. In addition, you can reuse existing queries, create new ones, or create queries that are modifications of existing queries.

Click the image at right to learn more

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Click the images above to learn more

2. Improved SUMMARIZE & STATISTICS Commands

With Analyzer 5.70, you can output Summarize results to screen with various hyperlinks for drill-down to view the relevant records. You can also Summarize on numeric fields in addition to the already supported character and date fields.

When performing Statistics on a datetime field, you can now view the number of weekend dates encountered. The weekend count is a hyperlink that can be clicked on to drill-down to view the relevant records.

Invalid dates are now identified better, so that they include computed field date values. (Note: Blank dates encountered in computed fields will be identified as invalid.)

The Statistics command also now results to output hyperlink for blank and invalid dates. Blank dates can only be assessed for physically defined date fields (excluding packed dates). Physically defined date fields are deemed blank if they solely contain blanks.

A UNIQUE option has been added for high/low values, to avoid duplicate high/low values. The UNIQUE items are presented in the tabular results as a hyperlink that can be clicked on to drill-down to view the relevant records.

3. New Functions

  • The new LFILL() function will add leading characters to an existing string or numeric value (which is converted to a string with leading blanks trimmed as necessary) while specifying the new length. This is especially useful for adding leading zeros to harmonize keys between two tables.

New math functions added include:

  • SINE() – returns the numeric sine of an angle that is expressed in radians
  • COSINE() – returns the numeric cosine of an angle that is expressed in radians
  • TANGENT() – returns the numeric tangent of an angle that is expressed in radians
  • ASINE() – returns the numeric arc sine of an angle that is expressed in radians
  • ACOSINE() – returns the numeric arc cosine of an angle that is expressed in radians
  • ATANGENT() – returns the numeric arc tangent of an angle that is expressed in radians
  • RADIANS() – returns the numeric radians for an angle expressed in degrees

4. Improved Functions

  • An optional parameter was added to the ALLTRIM(), LTRIM() and TRIM() functions to specify one or more leading and/or trailing characters that should be removed in addition to blanks. For instance, you can remove leading zeros from a key value to harmonize it with another key value that does not have leading zeros.
  • The ISBLANK() function now supports physically defined date fields (excluding packed dates). Physically defined date fields are deemed blank if they solely contain blanks.
  • The SIMILAR() function now removes leading zeros in character fields to ensure better string matching.
    • For example: SIMILAR(“000123″,”123”,0)=T)

5. Data Definition Wizard Improvements

Improvements to the Data Definition Wizard include:

  • Panels enlarged in the Data Definition Wizard for easier use
  • The Where and Order clause text boxes have been enlarged to make them easier to use and edit.
  • A new Interface option has also been added for the Data Definition Wizard to set whether the Edit Query option in the Wizard is set on or off by default for ODBC/relational data sources. The default is unchecked (OFF).
  • Support for reading Unicode delimited files has been added, including UTF-8
  • You can now specify whether to read the entire delimited file to ensure maximum field lengths are calculated, or to specify a maximum number of seconds to maximize performance reading large delimited files (Note: If you are using the seconds option, you can always run a Verify command on the resulting defined delimited file and adjust field lengths as necessary)
  • The COBOL Utility has been enhanced so that it now supports:
    • field names beginning with numbers
    • filler fields being referenced in functions like BETWEEN()

6. New SET SORT & SET RECYCLE Commands

The new SET SORT command enables users to specify the folder location for any temporary sort files. This command only applies to local data as server-based data must use the output prefix. The syntax for the command is SET SORT <“path”> where “path” specifies the folder location for creating any sort temporary files. Issuing SET SORT with no path resets the sort temporary file location to the current Analyzer project folder. This command is only available on the command line and this setting is discarded when the application closes. The folder location for the final sorted output file is unchanged by this command.

The new SET RECYCLE <ON|OFF> command enables or disables project items being sent to the recycle bin when deleted. Previously, this option was on by default. Now it can be set as needed interactively or in procedures.

7. Other Improvements and Enhancements

The View Filter, a global filter, will now automatically apply to data (records) displayed in the Edit Table Layout window. Turning off the view filter will also deactivate it for the Edit Table Layout window.

A Manage Passwords menu item has been added to the Admin menu, which allows Administrators to Update or Remove passwords and credentials for databases and SAP systems from which they intend to obtain data. We also added a Manage Activations menu item to the Admin menu, to allow Administrators to view and remove software activation keys.

Also new in 5.70 is an enhanced Server Explore Dialog, to support moving or deleting multiple objects.

Highlights of Audit Analytics V5.6

Highlights of V5.6 – New Features and Enhancements

1. SmartApps

Arbutus SmartApps is a free add-on for supported users of Analyzer Version 5.6 that is a powerful suite of pre-built audit tests covering five key areas: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Inventory.

The 57 SmartApps have straightforward dialog boxes that make it easy for all levels of users to quickly achieve meaningful audit analysis and reporting.

As shown below, to make your SmartApps available through the ‘Applications’ menu, simply place them in a shared folder.


Every Arbutus SmartApp is fully interactive. All required parameters are entered by the user when the SmartApp is run.


2. New SQL Command

In Analyzer V5.6, support for SQL has been extended with the new SQL command. This allows you to embed SQL Select queries directly into your Arbutus procedures or scripts. If you already know and use SQL, you can take advantage of the capabilities offered by SQL and run any queries from Arbutus, to get the benefits of both worlds.

If you receive SQL queries as part of your audit validation process, you can now avoid the time-consuming, error-prone challenge of translating the queries, and instead, just run them from Arbutus. In version 5.6, you can now confidently request and receive SQL from any part of your organization.

Screenshot of the new SQL command in Analyzer:


Watch the ArbutusAudit tutorial video, The SQL Command in Arbutus Analyzer Audit Software, on YouTube:
Click to watch the tutorial video on YouTube

3. Monitoring/Scheduling Admin Tool

The new Monitoring/Scheduling Admin tool, which, when used with the Arbutus Enterprise Edition, supports viewing and managing all scheduled scripts for individuals, teams, and departments.

4. Enhanced Protect Program

  • The Protect program is no longer a separate application. It can now be used from within Analyzer to prevent unwanted viewing and/or edits of your scripts
  • The new Protect dialog in the Tools menu enables individual scripts to be protected using a specified key so they can be run, but not viewed or edited. This is useful for those building applications for other users or clients to ensure that the work is protected and cannot be unintentionally or erroneously modified


Watch the ArbutusAudit tutorial video, The Protect Command in Arbutus Analyzer Audit Software, on YouTube:
Click to watch the tutorial video on YouTube


Commands that use the ALL parameter now include EXCEPT and LIKE to enable wildcard exceptions or matching. For example: Extract ALL LIKE “budget*” will extract just the field names beginning with “budget”, while DELETE ALL LIKE “V_*” can be used to delete all temporary variables. Similarly, DELETE ALL EXCEPT “_*” can be used to delete all variables except permanent variables.

6. Improved PDF Converter

The Arbutus PDF converter has been enhanced to provide even better conversion accuracy and reliability.

7. RECOFFSET() Optimized

The RECOFFSET() function has been optimized to improve speed performance. RECOFFSET() in Arbutus is now hundreds, or even thousands, of times faster than in competing audit software products.

8. Enhanced Integration with Windows Explorer

You can now drag-and-drop any data file from Windows Explorer into Analyzer to automatically start the Data Definition Wizard. Analyzer will access the file and launch the Wizard with the correct File Format selected.

9. Unicode Improvements

Analyzer audit software now supports Unicode print, numeric, and date data better than before, including UTF-8. In addition, exports to spreadsheets and other sources automatically use the Unicode source data.

10. Other Improvements and Enhancements


  • GOMONTH() function calculates the date, in months, from the specified date
  • TODAY() function returns today’s date, which is particularly useful for real-time applications
  • NOW() function returns the date and time right now, also useful for real-time applications


  • The Wizard now features enhanced definition capabilities to better distinguish true numbers from number-coded data that should be treated as character data
  • The SAP private file format is once again supported, offering yet another means of accessing SAP data


  • The EXPORT command has been enhanced in three significant ways:
    • You can now use the Append option when exporting via ODBC to relational tables
    • When exporting columns containing UNICODE data (UTF 16 only) to Excel, Access, or via ODBC, the data will be exported as Unicode and not converted to ASCII
    • You can now export fields longer than 255 to Excel (the maximum field length is now set to 32,760 bytes)
  • NOTIFY now supports automatic fail-over to alternate mail servers, should your primary email server be unavailable. In conjunction with this feature, the command now displays any failed connections in the log
  • The SET FATAL NEXT command allows you to test for critical script errors, but then continue execution, rather than return to the calling script
  • DISPLAY PRIMARY has been enhanced to output lengths and decimal places for computed fields
  • SET SOURCE allows the user to specify the default data source to use when issuing SQL commands. The following example sets the default local data sources as being the SQL Server DSN on the machine:

    SQL SELECT Orders.CustomerID, Orders.OrderID, Customers.CustomerID, Customers.CompanyName FROM Orders LEFT JOIN Customers ON Customers.CustomerID=Orders.CustomerID ORDER BY Customers.CompanyName;

  • DISPLAY SOURCE displays the default database that was established if the user issued the SET SOURCE command


  • The Procedure Editor now features unlimited undo options for easier corrections of typos or deletions. Use Edit/Undo from the main menu, or use CTRL-Z. Unlimited undo actions can be undertaken sequentially in reverse step mode from the last (most recent) edit to the first edit


  • The Overview now uniquely identifies shared folders of different types (Personal, Team, or Enterprise)
  • The new optional VariablesWindow will display the current values of all existing variables. In addition to showing the values, the window automatically highlights any values that have changed since the last command, so you can be sure to see the changes. The Variables Window appears at the bottom of the Overview window and is re-sizable; it can be opened in two ways:
    • Automatically opens when using step-mode in scripts
    • Click “Show/Hide Variables Window” option in the Windows menu
  • The Variables Window is particularly useful when running scripts in Step Mode to assess the changing values of all variables at each step in the script. The Variables Window also allows constant monitoring of variable values. Whenever a value changes, it is highlighted, for easy identification



  • Field picker speed search allows you to quickly locate the required field, particularly with long field lists.
  • Simply type any portion of the desired field name (or title) into the new “Search” text box to locate the field. Only fields that contain the search string will be shown



  • The View now supports horizontal scrolling via mouse, if your mouse supports this


Highlights of Audit Analytics V5.5

Highlights of V5.5 – New Features and Enhancements

1. Procedure Scheduling

Scheduled Procedures are stored in Shared Folders on an Arbutus Windows Server, and may be accessed directly from Analyzer, with a right-click. There is no need for a separate product or user interface. Procedures can be scheduled for a specified date and time, or for a specified interval (daily, weekly, or monthly, at a specified time). Scheduling is only available for Enterprise (server) implementations. 

As well, scheduled procedures may use standard Analyzer Dialog commands to provide run-time specifications.
  • Result logs (at right) are shown in the Overview and are color-flagged to indicate whether a particular run was successful (green) or failed (red). You can also programmatically specify a warning condition (yellow) as an alert.
  • In addition to the date and time run, you can specify a result (such as number of exceptions), that will show in the Overview, next to the run.
  • Output tables created can be stored privately (to the folder specified in your output prefix), shared to a common server folder, or to any other accessible network folder. Private scheduled jobs are most useful for individual analyses, whereas Shared output is most useful for ETL.
  • Scheduled jobs can utilize the Notify command, so you can signal completion, or perhaps exceptional situations, with an email.
  • Analyzer’s SET FATAL command ensures that failures can be trapped and appropriately dealt with, such as emailing the administrator.
  • Scheduled jobs can use all the standard user interface capabilities of Analyzer, such as the dialog command.
  • Whenever a scheduled procedure contains interactive elements, then that portion of the procedure is run BEFORE the procedure is scheduled, and the values entered are passed to the job. The new SCHEDULE START and SCHEDULE END commands bracket any interactive portion of a scheduled job.


2. Duplicates Same-Same-Near and Same-Same-Similar


You can now look for fuzzy duplicates within a file using the Duplicates command. The ability to specify “Same” keys makes the command dramatically more powerful than the alternatives, as you can process millions of records in seconds. (Ask for a demo to see for yourself!)

3. Procedures Independent of Preferences


For some scripts/procedures that are executed on different desktops, the results can vary depending on the preference settings. This issue can now be easily addressed with the new SET DEFAULT command. Setting changes made by a procedure are automatically reversed upon completion. Also, the new SET DEFAULT command ensures “factory” settings are in place for your procedure, which you can then modify as required.

  • The current application settings (Preferences) are now automatically saved prior to running a procedure, and then restored upon completion. This new functionality allows a procedure to set appropriate values without risking a change to the user’s preferences.
  • The SET DEFAULT command sets all preferences to their default values. Typically, the SET DEFAULT command is followed by desired SET commands to establish the necessary user settings required for the procedure to run correctly and consistently (e.g., like Set Safety off). The SET DEFAULT command is equivalent to the SET DEFAULT button in Tools > Options, but of course only applies while the procedure is running.

4. SIMILAR( ) Function


SIMILAR( ) complements the fuzzy NEAR( ) function, returning true or false based on a fuzzy comparison of the parameters. It transforms its parameters before comparison, to eliminate the most common data entry errors, and then compares the results using the Damerau-Levenshtein distance. This function differs from NEAR( ) because it compares transformed values.

  • For strings, it upper-cases, removes all non-alphanumerics (e.g., blanks, commas, quotes, dashes, periods, etc.), and replaces foreign characters with their English equivalents.
  • It eliminates certain letter combinations that are easily confused (such as I/1 or O/0).
  • For numeric and date data, it converts the values to strings for comparison. This easily identifies data transpositions that might otherwise be missed because the resulting incorrect value is quite different from the correct value.
  • Unlike NEAR( ), it is reasonable to specify a distance of zero. This implies two values that may or may not be identical in their raw form, but are identical after the transformation. SIMILAR(“I – 12345”, “112345”, 0) would be true, for example.
  • You may now Quick Filter for similar values (see image below)


5. LISTFIND( ) Function

The LISTFIND( ) function allows you to easily scan for an unlimited list of words in a file or fields. The LISTFIND( ) function finds matches in upper, lower, and mixed cases and also searches for either ASCII or EBCDIC characters based on the field definitions. Some potential application areas include Purchases, T&E, and FCPA audits.

Example filter: LISTFIND(“FCPA list.txt”, Description)

6. Auto-Loading Workspaces

You may now refer to Workspace fields directly in any expression (including Views and computed fields) using the familiar x.y format, without the need to first activate the Workspace. In this case, x is the name of the workspace and y is the field name. This style can be used in any expression, including the View and Computed fields. When you specify a workspace field in this way, the workspace is automatically activated if it is not active already.

For example, the field: Value, computed x Amount will automatically activate the workspace “master” and use the exchange calculation from the workspace to adjust the amount.

7. Copy and Paste Fields


You may now move field definitions between tables with a simple copy and paste in Edit Table Layout. This eliminates the need for awkward uses of Workspaces and applies to all field types, including computed fields.


8. Extract View


Extract View allows you to easily extract the data showing in the current view, in the same manner as previously available for Export.


9. Multi-Parameter Functions

A number of functions (e.g., MAXIMUM) have been extended to allow any number of parameters. These functions can also take a variable array as a parameter, and will process the entire set of values as if they were individual parameters.

For example, Maximum(M1, M2, M3, M4, M5, M6) will return the largest value in the six months.

10. SORT and INDEX

The algorithm has been revised, significantly enhancing the speed of the SORT and INDEX commands (including presort/secsort).

11. Shared Folders Menu


  • The “Share” top level menu creates and manages shared folders (Personal, Team, and Enterprise), as well as right-click support for Shared Folders to display properties within the Overview.
  • Added ability to drag local table layouts into Shared Folders in order to transfer data and results between users. Users are prompted to optionally move local data into Shared Folder with local table layouts.
    • Note: Refreshable table layouts and table layouts containing relations are only maintained when a table layout is moved within the same root folder (e.g., from the root to a sub-folder within the root).

Shared Folder Menu