Skip to main content
All Systems Operational

Validis Release - 21.70.0

What's New

Release Date: 24/02/25

 

New Invitation Management GET Endpoint

  • Introduced a new endpoint: GET /v2/invitations/{invitationId} to retrieve invitation details.
  • A scheduled task will now automatically expire invitations after 30 days.
  • Invitations without a corresponding user will be marked as "CANCELED."

 

Fuzzy Matching Toggle for Accounting Package Search

API users can now enable or disable fuzzy matching when searching accounting packages.

 

Smart Upload – Collateral Upload Scope

SME users can now include only Accounts Receivable & Accounts Payable or General Ledger & Trial Balance data when connecting their on-premise accounting package.

This provides greater control over the depth of financial data shared from the client.

 

 

Bug Fixes

Upload Button Incorrectly Visible for Non-SME Contacts

Users with the "SME contact" profile type will no longer see the Upload button in engagements where they are not assigned.

 

Missing Smart Upload Package Type in Engagement Dashboard

The Package (Type) column now correctly displays the accounting package name for completed Smart uploads.

 

Incorrect File Format Display in Smart Uploads

Resolved an issue where uploaded file formats were displayed incorrectly for different user roles.

 

Wrong Accounting Package Name Displayed in SME Dashboard

Fixed a bug where all uploaded files were labeled as “Smart” instead of the correct accounting package.

 

Audit Clients No Longer Restricted to Collateral Data

Fixed an issue where audit clients were incorrectly limited to collateral data uploads instead of full uploads.

 

Duplicate Engagement Names No Longer Allowed

Prevented users from creating multiple engagements with the same name, resolving duplicate name errors.

 

Missing Scheduling Date in Company Details

The scheduling section now correctly displays both the start date and due date.

 

Error Updating Branding for New Clients

Fixed a 500 error when updating branding details for newly created clients.

 

Reconciliation Parameters Not Displayed

The Reconciliation page now correctly displays all relevant tabs (Summary, Submitted, Parameters) for engagements.

 

Related articles