Release Date: 19/03/25

What's New

• Remove "Company Registration Number" from the Engagement Form

  • Removed "Company Registration Number" from the Create and Edit Engagement forms to simplify the process.

• Remove AuditedAccountsUK from the Database

  • Removed AuditedAccountsUK from the database.
  • Removed all company registration details from engagements.

• Company Registration Number Field Removal

  • Updated Create and Edit Engagement forms to exclude "Company Registration Number."
  • Ensured forms function correctly without this field.

• Refactor Financial Reports

  • Improved the maintainability and scalability of V3 financial reports pages.
  • Standardized data loading and UI rendering for consistency.
  • Enhanced Excel report generation and added unit and E2E testing.
  • Ensured no regressions on the financial reports pages.

• SME Backup Upload

  • Introduced an option for SME users to submit a backup upload when requested by the support team.
  • Enhanced troubleshooting capability for upload issues.

• Remove Password Requirement for Backup Uploads

  • Removed the need for a username and password when receiving .xls, .xlsx, and .csv files for backup uploads using gold-standard connectors.

• Accept New File Formats for Backup Uploads

  • Expanded supported file formats for backup uploads to include .xls, .xlsx, and .csv.
  • Enabled acceptance of these formats when AIUpload is enabled and user permissions are met.

• Financial Dashboard Feedback (Part 2)

  • Corrected report downloads to display values to two decimal places.
  • Improved accuracy and consistency of financial report data.

• Remove CM and LS from the Repository

  • Removed references to Covenant Monitoring (CM) and Ledger Sync (LS) from emails, strings, and reconciliation processes.

• Remove Covenant Monitoring and Ledger Sync

  • Removed products, roles, and permissions related to Covenant Monitoring and Ledger Sync from the product catalog.

• Quick Create Engagement

  • Introduced a streamlined Quick Create feature for staff users to create and upload data in a single flow.
  • Reduced complexity and improved the overall user experience.

• V2 and V3 Navigation

  • Added navigation to allow users to switch seamlessly between V2 and V3 interfaces.
  • Improved accessibility to all features available in Validis.

• Backup Upload Endpoint Update

  • Updated the /v1/backups/{backupId}/uploaded endpoint to accept .xls, .xlsx, and .csv file formats in addition to the existing formats.

Bug Fixes

• Delete User Button

  • Fixed an issue where the "Delete User" button on the Manage Users page was not working.

• Change Password Modal Typo

  • Fixed a typo in the Change Password modal ("On base-10 digit" → "One base-10 digit").