Release Notes
Release Date: 13/10/25
New Features
- Added the ability for client administrators to manage engagement types, including creating, editing, and deleting them to customize the types used in their organization.
- Enabled SME users with active Xero connections to manage and disable their Xero connector directly from the platform.
- Introduced new navigation on report structure for staff users, categorizing features into sections: Dashboard, Detailed Reports, Exports, and Accounts.
Improvements
- Enhanced the Microsoft Dynamics F&O integration by retrieving and saving entity details with improved efficiency.
- Improved error handling within connectors to better identify and address issues during data operations.
Bug Fixes
- Fixed an issue where staff users were unable to create a new ledger in the reconciliation parameters tab due to access denial errors.
- Resolved a bug where the "Share Data" button on engagements redirected users incorrectly.
- Corrected password field behavior to allow special characters during new user creation.
- Addressed a bug where canceled uploads were displaying as "Loading" instead of "Aborted."
- Fixed a duplication issue in the user profile selection dropdowns during user creation.
- Resolved an issue where general ledger transactions in certain connectors were missing user information for posting activities.
- Corrected a problem on portals where users encountered errors during reconciling items for monthly reconciliations in step 12.
- Fixed an intermittent issue preventing some users from accessing the Upload page on the portal.
- Fixed a problem with receivables movement and download options in the receivables ledger functionality.