Release date: 28/8/23
You can now search users via the email address on the manage users page
Update to the approved reconciliation page for SMEs, hyperlink changed from continue to review
Small adjustments on the Covenant Monitoring cards
The overdue drop-down has been removed from the sections detailed Aged Receivables and Aged Payables
Years to extract
We initially showed the 0 even when the user ticked chose years to extract. This has been removed.
New Sage Intacct Fingerprint
MYOB Account Right
We are continuing work on the MYOB Account Right connector.
MS BC 365 -
vClient version 22 is now supported
The journal header source information will be now populated, where available.
Any sales warranty transactions entered in the accounting client should not be displayed in Datashare.
The financial dashboard was showing sterling pounds incorrectly when an upload via Sage 100 was conducted. This has been remediated and the Dashboard is now showcasing dollars where appropriate.
Xero upload showcased an issue with losing transaction header records, which has now been remediated. The dataset on file outlines some anomalies i.e. journal date is 2018 but created in 2021, which has been classed as a potential test data issue.
- Endpoint Migration to Stoplight:
- All (v1) endpoints have been migrated to the Stoplight platform (developer portal)
- All endpoints now have proper descriptions on the developer portal
- All endpoints can be tested with valid test data from the portal
- Endpoint Categorization Enhancement:
New categories for our API endpoints were created - for better navigation on the developer portal. Each endpoint is now logically organized into distinct categories, making it easier for developers/clients to locate the functionalities they need.
Categories such as "Companies," "Connectors," "Data" and "Users" have been created to align with the specific functionalities and use cases of the endpoints.
Email templates can now be adjusted again. Please note the SME Invite Body email or any other template does currently not allow customization on buttons.
The universal Fingerprint issue with EFACS has been resolved.
SSO continues to work even with two different certificates one for staff SSO and the other for SME SSO.
Small adjustments on the Covenant Monitoring cards, where the £ symbol was replaced with a %.
The overdue drop-down has been removed from the sections in the detailed Aged Receivables and Aged Payables.
The manage SME users section caused an error with the pop-up staying open, has been remediated.
Xero upload showcased an issue with losing transaction header records, which has now been remediated