Release Notes
Release Date: 25/03/26
New Features
- Added the ability to use a formula in the Excel Add-in to list account IDs, including metadata and sub-category information, for building reports.
- Enabled lookup formulas in the Excel Add-in to retrieve account attributes such as balances, movements, credit, and debit.
- Introduced a formula to retrieve metadata for account sets, including details like account code, name, type, and category attributes.
- Implemented primary and secondary category lookup support in the Excel Add-in to retrieve account-level data.
- Enabled SSO authentication (OAuth/SAML) for the Excel Add-in to allow login via organizational identity providers.
Improvements
- Updated user session management to expire login tokens after 8 hours of inactivity for enhanced data security.
- Redirected users attempting to browse Excel Add-in pages directly to the homepage for a more intuitive experience.
- Removed "Change Password" and "Profile" options from the profile menu in the Excel Add-in for improved usability.
- Added 16, 32, and 80-pixel icons to the Excel Add-in for better visual representation.
Bug Fixes
- Fixed an issue where changing engagements in the Excel Add-in did not update data in the formula-driven cells.