Release Date: 24/07/25

What's New

• A new toggle has been added to Portal Settings to manage Data Reviewer access.
• When OFF:
  • Data Reviewers cannot view data in the portal.
  • They can still approve or reject uploads marked "Under Review".
  • A clear message explains the restriction.
• When ON:
  • Data Reviewers can view data in the portal.
  • Approval functionality remains unchanged.
• Only Client Administrators can update this toggle.

• A new step has been added to the Upload Journey for selecting or confirming the accounting software.
• If a previous successful upload exists:
  • The last used connector is auto-selected.
  • A contextual message is shown.
  • Users can choose a different package or confirm and continue.
• If no previous upload exists:
  • Users are directed to the selection page.
  • The step bar updates dynamically based on the selected package.
  • Changing the package reload steps in real time.
  • Confirming a pre-filled connector skips re-selection.

• A new tab for Email Settings has been added to Portal Settings.
• Centralized control over automated email notifications.
• Templates are grouped by category:
  • Reconciliation & Financial Processing
  • File Upload & Data Submission
  • Security & Backup
  • User Invitations & Engagements
• Each template includes Edit and Preview actions.
• Real-time filtering and dynamic table updates.
• Rich text editor for email content with live preview.
• Variables dropdown for dynamic placeholders.

Fixes

• Resolved the issue where Create Quick Engagement was not functioning.
• Fixed the missing error message in the Upload and Share settings when no document types were selected.