What's New

Release Date: 11/12/24

Single Upload Journey (Alpha Portals)

[V3] Upload Journey

• Downloading Reports
  • Added a "How to Download Your Reports" button to the "Share Your Data" page. Clicking the button opens a modal with clear instructions for downloading General Ledger and Trial Balance reports.
• Display Uploaded Files
  • Added functionality to display files uploaded during the AI journey within the "Uploads" tab, helping SMEs verify successful uploads.

[V3] Gold Standard Connectors

Prioritized Gold Standard (Online/On-Premise) connectors journeys in the "Select" step for uploads.

[V2] Grouping Connectors by Name

Grouped connectors by name in the accounting package search (Smart/Online/On-Premise), providing a single entry per connector type to streamline selection.

Enhanced Search Sorting

Implemented primary sorting by relevance (exact matches first, fuzzy matches second) and secondary alphabetical sorting for accounting package search results, improving user understanding of search results.

Remove Future Date Restriction

Removed the restriction preventing future date selection, enabling greater flexibility for SMEs.

Bug Fixes

Multi-Engagement

• UI Invitation Issue
  • Fixed an issue where the "Invite" button was disabled when adding multiple SME contacts for engagements.
• SME Contact Invitations
  • Fixed an issue preventing additional SME contacts from being invited when creating multiple engagements.

Single Upload Journey (Alpha Portals)

[V3] Search Field "Add Your Accounting Package" Option

Resolved inconsistencies with the "Add your accounting package" option, ensuring it appears alongside fuzzy matches and disappears when the search field or additional fields are cleared.

[V3] Share Your Data Page Copy Update

Updated the default text strings on the "Share Your Data" page to ensure clear and concise instructions for SMEs.