EAP release notes: smoother table tagging, milestone versions and more

Released on 21 September 2026.

This release makes table tagging smoother from start to finish, with clearer period cues, a tagging mode that's easier to find and an editor that switches to the right tab for you. You can now also save milestone versions of a section while you keep editing, filter review comments by status, and tag extensible enumeration concepts.

What's new

Smoother table tagging

Tagging a financial statement table involves a lot of moving between panels, and some of the most useful table tools were easy to miss. Previously, row and column tagging only became available through a right-click on the table, the column period picker only offered periods that already existed in the project, and the Taxonomy Browser forgot your expanded tree and filters every time you closed it. We've reworked these parts of the experience so you can spend less time setting up and more time tagging.

How it works

• Start table tagging in one click: click the root abstract cue on a table to switch to the Tagging tab and make the table's rows and columns selectable straight away. If you're already on the Tagging tab, the click also opens the root abstract actions, so you can edit or remove it. The first time a table becomes ready for row and column tagging, a short tip explains what you can now do.
• See each column's period: columns with an assigned period now show a label in their header, such as Default period or Previous period with its dates, so you can check a wide table at a glance. The column period picker now offers the project's default period and the previous period from your project settings, so you can assign periods even before the project has any.
• The right tab at the right time: the editor now switches between the Edit and Tagging tabs based on what you do. Opening the Inspector or the Taxonomy Browser, or clicking a tag cue, takes you to Tagging. Opening the Integrate or Search panel, or clicking an Integrate cue, takes you to Edit.
• Fewer clicks between panels: clicking a tagged table cell now opens the Inspector automatically. The Taxonomy Browser remembers which branches you expanded and which filters you applied for the rest of your editing session.
• Clearer bulk editing: each tag in the bulk-edit panel now shows its period next to the concept name, so two facts on the same concept for different years are easy to tell apart.

Milestone versions in the editor

Since we simplified the draft experience, your changes in a section save automatically, but there was no way to mark a point in the work as a version worth keeping. You can now choose Create milestone in the section editor to save a snapshot of the section as a milestone version. You keep the section and carry on editing, and every change after that is tracked in a new draft. The Versions dialog labels milestones and the reason behind other versions, and its All and Milestones tabs let you see just the versions you created on purpose.

Filter comments by status in Review

As a report moves through review, the comment panel can quickly fill up with feedback that has already been dealt with. You can now open the new filter menu in the comment panel and show only the comments with the statuses you choose: New, In Progress, Review, Done or Rejected. You can select several statuses at once, and each comment is shown with its full thread of replies. When you open a report, the filter starts with New, In Progress and Review selected, so the open feedback is what you see first.

Looking ahead

This is the first comment filter. More ways to filter, such as by mentions, author and recent activity, are on the way.

Extensible enumerations

Some disclosures ask you to choose from a fixed list of values rather than enter text, for example the depreciation methods used across your asset classes. You can now tag these extensible enumeration concepts directly in Vicosight, whether they take a single value or several values at once. The Inspector shows a checklist of the allowed values by their labels, and when you reopen the fact, every value you picked is still selected. These facts can also span several blocks of text or be applied in block tagging, just like other text tags.

For context, this follows the Extensible Enumerations 2.0 specification, which defines how concepts with a single value or a set of values are reported in iXBRL.

More flexible dimensional tables

Dimensional tables, such as the statement of changes in equity, often need dimensions on both rows and columns. You can now assign dimensions to rows and columns in the same table, and the Inspector shows where each of a fact's dimensions comes from. A row or column can now carry a period and dimensions together, and removing one leaves the other in place. When you change or remove a row or column's dimension, every tagged fact in it now updates in one step. You first see how many facts will change, and a single undo restores everything.

Changelog

Tagging

New

• Click a table's root abstract cue to start row and column tagging straight away, with a one-time tip when it becomes available.
• Column headers show their assigned period, and the column period picker offers the default and previous period from your project settings.
• Tag extensible enumeration concepts that accept one or several values.
• Assign dimensions to both rows and columns of the same table, with the Inspector showing where each dimension comes from.

Improvements

• The editor switches between the Edit and Tagging tabs automatically, depending on the panel you open or the cue you click.
• Clicking a tagged table cell opens the Inspector automatically.
• The Taxonomy Browser remembers your expanded branches and filters for the whole editing session.
• The bulk-edit panel shows each tag's period next to its concept name.
• A row or column can carry both a period and dimensions.
• Changing or removing a row or column's dimension updates all of its tagged facts in one undoable step.
• When you select a tag in a section you don't have access to, the Inspector now shows a permission message instead of the tag's details.

Editor

New

• Create milestone versions of a section while you keep editing, and filter the Versions dialog to show milestones only.

Review

New

• Filter comments by status.