Release Date: 22/04/2023
Release Notes
New Features
- Introduced the ability to filter engagements by group for our NetSuite Connector, enabling staff users to manage group-specific engagements with ease.
- Added a new tab for clients to view, initiate uploads, and manage group data directly.
- The release of a new connector FreshBooks.
- The release of an adjustment to the extension of the Microsoft F&O connector, making the installation of the easy and straight-forward.
Improvements
- Improved user account creation with clear field labels and real-time validation for character limits to enhance usability.
- Restricted the use of "@example.com" email addresses for user invitations to ensure compliance with reserved domains.
- Upgraded system administration controls to prevent modifications to API user accounts, ensuring consistent account management.
- Implemented new endpoint functionality for cloud connectors, ensuring alignment across accounting packages for company selection workflows.
Bug Fixes
- Fixed an issue where monthly data refreshes for specific clients were triggering on incorrect dates instead of the configured day.
- Resolved data extraction issues where historical transactions were consolidated into 'balance_forward' entries instead of detailed transaction lines.
- Corrected routing issues for clients using QuickBooks Online during uploads, ensuring users are directed to the appropriate workflow.
- Addressed currency discrepancies in ledger reports to enhance financial reconciliation accuracy.
- Fixed upload failures for Netsuite connectors related to numeric overflow errors in processing.
- Resolved scenarios in which desktop uploads did not proceed to the final confirmation step, allowing users to share documents successfully.
- Adjusted behavior in the portal to ensure proper handling of connector IDs set via API, aligning UI and backend behavior.
- Removed unintended options (e.g., "Bank account") from the connect button during engagement workflows.
- Fixed an issue where classifying data for uploads would freeze without error messages, ensuring all uploads proceed without interruption.
- Resolved issues in the staging environment where specific connectors were misclassified, improving upload journey consistency.
This release incorporates notable features, enhancements, and fixes to improve user experience and operational functionality across the platform.