Release Notes
Release Date: 09/06/2026
New Features
- Added a "Usage Reports" tab to the dashboard, allowing clients to view portal activity without leaving the main experience.
- Implemented functionality to download detailed usage reports, enabling offline analysis and sharing of portal data.
- Clients can now configure date ranges and period grouping for usage reports to tailor them to specific timeframes.
- Introduced a permission system to control access to the Usage Reports tab independently of other settings.
- Added the ability for clients to view and download additional documents even if the engagement is empty, ensuring audit compliance.
- Enhanced the Excel add-in to refresh the entire workbook when a new engagement is selected, ensuring consistent data across all sheets.
Improvements
- Prevented users from being created or invited using `@example.com` email addresses to maintain reserved domain integrity.
- Suggested connector preference can now be stored within engagements for consistency across UI and backend services.
- Updated document upload processes, allowing users to upload additional documents without completing the entire upload sequence.
- Added a timestamp to the upload date column in "hh:mm" format for better visibility of completed uploads.
- Backend permission enforcement and future-date validation were added to align with front-end restrictions for improved security.
- Metadata formula now includes period start and end dates in ISO format, enabling easier data retrieval.
Bug Fixes
- Fixed an issue where currency was not displayed on the financial dashboard after a failed upload, ensuring previous successful uploads' currency values remain visible.
- Resolved discrepancies in the "Bank" tab, including incorrect period mapping and missing accounts from uploaded data.
- Addressed issues where the "Document Type" and "Line Description" fields in SAP B1 extracts were not being populated correctly.
- Eliminated errors where users with active accounts were receiving emails stating their invitation had expired.
- Fixed a bug where SME contacts were not visible until the engagement edit page was refreshed.
- Resolved issues preventing data refresh functionality across multiple accounting packages, including Intacct, NetSuite, and Zoho.
- Corrected quality score rendering issues aligned with engagement data and applied periods.