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Validis Release - 21.67.0

What's New

Release Date: 16/01/25

  • Locale Selector in Footer on V2 UI
    Added a locale selector to the footer, allowing users to identify and change the current locale for their client portal without modifying browser settings.
  • Reconciliation Summary Reserves Alignment
    Fixed discrepancies in reserve calculations on the summary page by ensuring they match those on the Reserves page.
  • Custom Reporting Pack Error
    Updated error messaging for missing sheets to provide clearer and more accurate feedback.

  • Performing a Smart Upload
    API users can now perform a smart upload for an engagement by uploading files exported directly from their accounting system. The smart upload supports the following:

    • File Formats: CSV, XLS, XLSX only.

    • File Size: Maximum of 100MB per file.

    • File Naming: File names must be unique per upload; duplicates are not allowed.

  • Download Smart Upload Raw File
    This endpoint allows API users to download the raw files that were uploaded as part of an existing smart upload. It provides access to the original files associated with a specific engagement and smart upload.

  • Get Smart Upload Details
    This endpoint retrieves the details of a specific smart upload associated with an engagement. It provides information about the upload status, file name, and any issues encountered during the upload process.

  • Pagination on Accounting APIs
    Added pagination fields to the response of Accounting APIs - this improves the user experience for clients, helping them to manage endpoints with large datasets efficiently, and ensuring faster, more reliable access to data.

 

Single Upload Journey

 

Add SMART Connectors

  • SMART connectors have been added to the connector-distribution table, ensuring the list remains the single source of truth for supported connectors.

Remove YARDI as a Cloud Connector

  • YARDI has been removed from the connectors database to avoid issues and confusion, ensuring only functional cloud connectors are displayed.

[V3] Enhance Search Dropdown in Single Upload Journey

  • Improved the search dropdown component to allow for custom templates.

[VReview] Enable File Download in Smart Documents Tab

  • Staff users can now download original files uploaded during the AI journey, ensuring raw data accuracy review.

 

Bug Fixes

 

 

 

[V3] File Picker Validation in Single Upload Journey

  • Fixed file picker behavior to disable unsupported file types during the upload process, reducing validation errors.

[V3] Modal Behavior on First Opening

  • Fixed the expanded state issue for the "How to Download Your Reports" modal on the first interaction.

[V3] Xero Connector Error in Upload Journey

  • Fixed an error encountered when selecting the Xero connector during the upload process.

Single Upload Journey - Xero Navigation Issue

  • Fixed navigation behavior post-Xero upload to redirect users to the home screen after completion.

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