Release Date: 02/09/25

What's New

Connector Updates

• Reduced the active connector list across the US and UK regions.
• Added 17 new smart connectors.
• Aligned connector availability between the US and UK regions.
• Connector logos are now displayed in the upload journey for both cloud and on-premise connectors. Default logos are shown if custom ones are unavailable.

Engagement Dashboard Enhancements

• New screen states for engagements without completed uploads:
  • Upload in Progress: Displays status message and prompts staff to refresh once complete.
  • No Upload (SME invited): Shows a message and provides a button to send a Data Upload Request Email.
  • No Upload (Represent Myself): Displays message and button to begin data upload.
  • Failed Upload (Represent Myself): Displays retry guidance and button to reinitiate upload.

Edit Contact Functionality:

• Key Contact field now includes an edit icon for quick updates.
• The Additional Contacts field allows editing via a modal.
• Modal includes editable fields: Title, First name, Last name, and the Unique SSO ID checkbox.
• The email field is read-only.

Additional Documents Upload Configuration

• A new toggle has been added under Portal Settings to enable or disable additional document uploads during the final step of the upload journey.
• Toggle is ON by default and controls the visibility of the upload option.

SME Login Navigation Updates

• Reconciliation Disabled:
  • SMEs with one engagement are redirected to the accounting package selection.
  • SMEs with multiple engagements are taken to the engagement selection page.
• Reconciliation Enabled:
  • SMEs are redirected to the Client Dashboard.
• No Engagement Assigned:
  • SMEs are shown a “No available engagement” page.

Fixes

• Resolved the issue where uploading additional documents could fail.
• Fixed bug where loading spinner appeared for backups marked as “Uploaded”.
• Removed SME users from the Teams section during engagement creation.