Release Notes
Release Date: 08/04/26
New Features
- Relationship managers can now directly request data uploads using a new "Request Upload" button on the Engagement Dashboard, even if they are not the key contact.
Improvements
- Dashboard upload status badges updated: "Deleted" badge is now grey, and "Ready to Share" is renamed to "Awaiting Upload" with a blue badge.
- SME Engagements page design updated to match SME Groups page for a more consistent user experience.
- Engagement dashboards updated to hide data refresh options for regulated financial clients, preventing accidental breaches of contractual terms.
Bug Fixes
- Fixed an issue where email template updates for magic link login were not reflected in actual emails.
- Resolved a problem where attachment tables on SME dashboards would fail to load results.
- Fixed access-denial errors preventing successful uploads via NetSuite connectors without sub-companies.
- Corrected an issue causing the company selection screen not to appear for authenticated NetSuite or BC365 uploads.
- Addressed repeated data refresh behavior persisting despite the removal of the data refresh product from portals.
- Resolved upload failures with collateral scope for Sage Business Cloud Accounting in sandbox environments.
- Fixed various extraction and upload failures associated with connectors like Xero, NetSuite, Pegasus Opera, Sage 200, and others, ensuring smoother data processing across environments.