What's New

Release date: 06/06/23

Connectors:

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.

Covenant Monitoring:

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.

Invitation Schedule:

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.

Bug Fixes:

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.