Skip to main content
All Systems Operational

DataShare Release - 21.41.0

What's New

Release date: 27/06/23

Covenant monitoring:

  • Users can now download a financial covenant Excel report from the Covenant Monitoring Report section within the portal. This enables them to review submitted covenants.

  • Relationship managers can now edit previously set covenants if they have made a mistake or changes are required since previously created. This allows them to adjust the criteria the SME will need to adhere to. This will be available for both financial and operational covenants.

New reporting functionality:

The new functionality is an Aged receivables (and Aged Payable) report that aged invoices according to Due Date, not the transaction date. This shows the user how old an invoice is from its set due date. Please note that as of yet there is no drill down on these reports - coming soon. However, it is downloadable to Excel.

Universal connector:

We have enhanced the universal connector UI design to incorporate improvements to the look and feel and navigating elements that will make it easier for our customers.

  • Along the top of the screen, the user will now see a multi-step indicator that will highlight which part of the journey they are in. It also lets them navigate back if required.

  • If attempting to leave the journey they are prompted to confirm - reducing chances of them losing important progress accidentally.

  • Each of the steps has been redesigned to allow for easier form filling, and reducing mistakes or confusion. It improves usability by using compliant elements throughout.

  • The Summary page will allow for simple review before submission with collapsible elements for the mapping previews/reviews reducing the overload of content on screen when not applicable.

New fingerprint added: Stirling Solutions

Fixes

We have addressed several bugs and issues:

  • We changed the misspelling of the bank transactions string (previously transCations)

  • Updated 4 strings with the correct spelling of received 

  • Certain examples where the email address was editable in “Edit User” which has now been resolved

  • Sage 300 CRE v23 now available through vClient

  • UC2 upload succeeds even if there are missing values on the Azyra upload

  • NetSuite fixes identified in beta testing

  • USD instead of GBP signs when multiple currencies in covenant monitoring product

  • Fixes to AR and AP standard reports

  • Sage 50 CA tax rates usability fix

Related articles