Release date: 06/06/23
We are excited to announce that MS Dynamics Business Central 365 is now available for BETA testing, expanding our range of connectors. This particular connector is an online version.
In the Covenant Monitoring feature, we have made several enhancements and fixes:
A breach in financial covenants will now trigger an email notification to the SME and staff users assigned to the engagement.
The favorite icon has been removed, and all covenant cards now provide a detailed view.
Two new permissions, namely "Relationship Manager Covenant Monitoring" and "Full Engagement Manager Covenant Monitoring," have been added to better control staff access to covenant monitoring.
The four-eye checker feature allows you to bulk approve or reject covenants.
We have introduced a new feature where SME invitations can now be scheduled directly from the front end. Staff users can now specify the date when the SME should receive their invites.
We have addressed several bugs and issues:
The Sage X3 Universal Connector Fingerprint should now be functioning correctly.
Resolved problems related to emails being sent from incorrect domains, specifically when custom domains were configured.
The button on the default SME invite template is now functional again.
Streamlined differences in the Intacct General Ledger Movements.
Fixed issues causing Dynamic GP uploads to fail, due to the retained earnings accounts.
Users who were blocked from viewing reports due to the missing covenant monitoring product can now access them without any issues.