What's New

• DataShare View has been reformatted to improve UX&UI. An overview of the report menu changes can be seen in our announcement.
  
  • Improvements made to the scroll function in DataShare View
  • When data is processing for an engagement DataShare View no longer shows an error
  • Customised reports can now be generated
  • Fixes to downloading reports on DataShare View
  • Unless selected, downloaded reports will not have variances   
  • Date selection now persists through the reports and does not reset 
  • Fixes to the General Ledger reports 
  • There will no longer be an error if there are no columns on the detailed reports 
  • There will no longer be an error when selecting the totals for Aged Receivables and Aged Payables
  • Improvements made to the COA
  • Additional pop-up have been added to the reporting packs
  • Improvements made to how the Quality Score is dated and now is always available for use   
  • Improvements made to the AP & AR reports 
  • Changes on viewing double entries 
  • There will always be a notification to advise when files are downloading
  • Full set of filters have been applied to the Detailed Aged Receivables
  • Missing transaction when uploading from Pegasus Opera 3 for reconciliation is now available 
• The BETA connector for Pegasus Opera 2 is now available 
• The drop-down when selecting Pegasus Opera 2 or 3 is now labelled 'Pegasus Opera 2/3 (BETA)'
• There is now a visual confirmation when the reconciliation parameters are saved 
• The Upload Data button and it's text now correlates to the primary and secondary colour respectively  
• On DataShare View headers can now be clicked to sort the data  
• Journal Entries changed from Generate Journal Entries report
• Slight re-ordering of the DataShare View tabs
• On DataShare View some panels are frozen when scrolling  
• On 'Admin -> Dashboard -> Managing Users' the 'select status' default will no longer be 'Active'
• UI improvement when setting up an engagement & in DataShare View 
• The deleted search has been removed from engagements  
• The reconciliation will only be able to be downloaded on the Preview step
• Spacing between headers and drop-downs have increased for some reports 
• Most buttons will now correlate with the primary colour on the portal 
• A reset button and select all variances option has been added to the Income Statement (detailed) & Balance Sheet (detailed)
• Aged Receivables and Aged Payables reports now sort by amount descending
• Redirect Product implemented within the DataShare portal

Fixes

• For the QuickBooks-Online connector, all tax in AP matches the tax GL AP control account
• A number of purchase imbalances for Sage 300cre & Quickbooks-Online have been resolved 
• Improvements made to the Microsft Dynamics GP connector, Aged Receivable now match Receivable Movement 
• Improvements to the Pegasus Opera 3 TB and missing Sale Links / Purchase Links are now available
• Transaction viewer for Accounts Receivables & Payables removed for Ledger Control & Movements
• Fixes made to embedded help, once the package is selected the help will always be available 
• Text can now be set as italic in the DataShare email customisation
• DataShare user reports will correlate with the selected period  
• Improvements made to the way in which DataShare processes account codes for Microsoft Great Plains
• The Reconciling Date step of the reconciliation no longer gives an error when trying to progress to groups 
• The Group step on the reconciliation will no longer allow groups of zero debtors 
• Improvements made to the reconciliation report       
• Amendments to the French translations 
• Engagements can now be searched from the DataShare Dashboard 
• The engagement status is now visible for Admins
• There is no longer an error when generating API keys 
• Improvements to EULA customisation  
• Full engagement manager can no longer see reports on the Admin menu