Release Notes
Release Date: 19/05/2026
New Features
- The action button on the engagement edit screen has been renamed from "Edit" to "Save," addressing user feedback about confusion.
Improvements
- The system now automatically creates an API user when enabling the API product if one does not already exist and the reserved email is not in use.
- Labels displayed during the SME upload journey have been updated for clarity. "DetailedSalesLedger" and "DetailedPurchaseLedger" now correctly show as "Sales Ledger" and "Purchase Ledger."
Bug Fixes
- Fixed an issue where the reporting end date modal was appearing twice during the upload journey for clients, ensuring it appears only once.
- Resolved a problem causing the additional document upload configuration to appear in portal settings when the product was not enabled.
- The data refresh buttons (icon, ellipsis menu, and Data Actions) now remain consistently disabled until the 24-hour limit has passed, preventing premature interaction.
- Corrected how user status is displayed within the Client Details section, ensuring alignment with backend data.
- Fixed an issue that caused intermittent 400 errors on the Sync Connection endpoint, improving reliability during data extraction.
- Addressed an error preventing the approval of uploads due to duplicate key conflicts, allowing clients to complete essential end-of-period activities.
- Resolved a bug preventing users from extracting data using the Quality Score report endpoint for certain financial periods.
- Fixed an issue where users could not open downloaded reconciliation ZIP files due to invalid compression, enhancing compatibility with standard file extraction tools.
- Resolved repeated data extraction failures for large debtor datasets on Business Central 365 Online, ensuring smoother operations.
- Fixed an issue where saving the EULA in V3 returned an empty error message, enabling proper agreement management.