Release Date: 20/05/25

What's New

Reporting Service - Template Controller

• •  When a new reporting template is created, the system automatically stores the current timestamp in the lastUpdated field.
  • Editing an existing reporting template now refreshes the lastUpdated field with the date and time of the modification. This field reflects the most recent update timestamp (e.g., 2025-04-01 for a previously modified template).

VControl – Upload Review Workflow

• • Data Reviewers can now approve or reject uploads marked as “Under Review” directly within VControl.
  • Upon action, the upload’s status is updated (e.g., “Approved” or “Rejected”).

VControl – Upload Review Tab

• • The Uploads Tab is now visible for users with the appropriate permission.
  • The Upload History Table displays key columns: Client Name, Client ID, Upload ID, Connector, Engagement, Upload, Time, Status, Actions.
  • Users without appropriate permissions can’t access Uploads.
  • No Actions shown without appropriate permissions.
  • Token Exchange on “View Upload” securely redirects to the financial dashboard.
  • The View Upload button appears for users with appropriate permissions.
  • Approve / Reject options appear for users with appropriate permissions.

Uploads Review Permissions Update

• • Users with appropriate permissions can retrieve all uploads with pagination and sorting. Access for the Data Reviewer role has been adjusted to restrict upload visibility while still allowing necessary client-level access.

Extract Guidance - API

• • Introduced API endpoint to retrieve localized extract guidance per connector and scope. Implemented fallback to default guidance when package-specific content is missing. Multi-scope requests return package-specific or default guidance as applicable.

Connector Management in AI-unsupported regions

• • SMART connectors are now managed based on the environment variable AI_ENABLED. During deployment, unsupported SMART connectors are removed, and only the correct set is inserted.

Portal Configuration - Report Customization

• • The Report Customization table now includes a new “Last Updated Date” column.
  • Users can now sort templates by the “Last Updated Date” column.

Portal Configuration - Reconciliation Settings

• • The New “Reconciliation Settings” tab is visible only if VReconciliation is enabled.
  • General Settings: Configure engagement defaults with selectable financial criteria (e.g., Credit Limit, Funding% %) and percentage input validation.
  • Select default currencies (all selected by default), including the “Select All” option.
  • Define the recourse period in days or months.
  • Optional email copy with input validation.
  • “Automated Reserves” toggle with tooltip.
  • Save/Cancel actions are available to persist or discard changes.

Upload Journey - Extract Guidance

• • Added extract guidance display during the upload flow after selecting an accounting package. “How to Download Your Reports” sections are now shown per scope.

WCAG Compliance

• • Updated application to meet WCAG 2.2 AA compliance standards.

Updated Headings

• • H1 heading is now 24px
  • H2 heading is now 20px
  • H3 heading is now 16px.

Upload Journey in AI Restricted Regions

• • “Add a Connector” feature is now hidden when AI_ENABLED is false. Updated the connector selection description in the Upload journey. Users now see an “Unsupported connector” message if searching for unavailable connectors in restricted regions.

Fixes

• Rounding to 5dp for amount values and 9dp for exchange rate values added to Microsoft Dynamics 365 BC.
• The file type ".QBM" has been added to the accepted files for QuickBooks Desktop backups.
• Sage 300 uploads can now be completed when the Server attribute is missing from the ODBC definition.
• Sage 200 customer reference data type updated from INT to LONG to handle customer references that can’t be stored as INT.
• Sage 50 UK - version 32 support added.
• Microsoft Dynamics Navision - a problem where earlier versions of Navision have been using later version numbers.