Release Notes
Release Date: 04/11/25
New Features
- SME users can now securely log in via email link, eliminating the need for passwords in some cases.
- A new onboarding modal introduces first-time staff users to key platform features based on their permissions, with options to create engagements, manage contacts, and settings, or take a guided tour.
- Engagements now support assigning specific types of engagement, simplifying dashboard searches and filtering.
Improvements
- Manual Uploads and Upload and Share tabs in the Exports section are now separately paginated and display files based on their source APIs to improve document organization.
- Improved handling of errors during application initialization, ensuring users get notified with descriptive dialogs instead of silent application closure.
Bug Fixes
- Fixed discrepancies between the Overview and Profit & Loss dashboards in data extracts, ensuring consistent metrics across reports.
- Resolved issues where General Ledger reports showed blank outputs under certain download methods.
- Corrected open items report errors in Dynamics 365 Business Central, ensuring accurate reporting of closed and outstanding items.
- Addressed missing GL transactions and incorrect trial balances extracted from MYOB AccountRight.
- Fixed upload failure issues caused by excessively long TRANSACTION_REFERENCE_NUMBER fields.
- Resolved problems with Epicor data integration, correcting inaccurate debtor balances and entry date errors.
- Resolved portal timeout issues impacting client workflows across multiple environments.
- Fixed display issues where logos failed to render in certain environments.
- Corrected filter functionality in the transaction data viewer within vReview to ensure accurate backend responses.