Release Notes
Release Date: 21/07/2026
New Features
- Introduced a new permission for managing the engagement's Chart of Accounts, enabling control over who can modify accounts and view specific tabs.
- Users can now upload and replace logos and icons, and update brand colors for consistent branding across all touchpoints, including WCAG-compliant color settings.
- Enabled download of a monthly Compliance Report for monitoring accounts receivable, suppliers, and customers by country location for regulatory compliance.
- Implemented a new informational banner for client dashboards, allowing administrators to display announcements with flexible scheduling, visual previews, and custom formatting.
Improvements
- Chart of Accounts now supports searching by GL account name, code, or sub-category for quicker navigation.
- Added functionality to move GL accounts to appropriate sub-categories using a category selector modal with real-time search.
- Unassigned GL accounts now trigger a visibility-enhanced warning banner, helping users resolve reporting issues proactively.
- Enhanced branding page to detect and migrate previous configuration settings from the older UI, ensuring continuity when transitioning to the new interface.
- Allowed administrators to preview informational banners as they edit, ensuring messages appear as intended before publication.
- Simplified access control for reconciliation-backed Compliance Reports by requiring specific product entitlements and user roles.
Bug Fixes
- Resolved an issue where the branding color contrast checker incorrectly failed valid configurations based on WCAG compliance requirements.
- Fixed the sorting order of reconciliations in the client view to display the newest records first.
- Corrected the "Receivables Name" column label to "Payables Name" in all environments.
- Addressed a defect where selecting period filters in dropdown search boxes caused erroneous selections and invalid entries.
- Fixed an issue with informational banners failing to save due to a WAF conflict.
- Corrected a bug where some files were incorrectly placed in the upload date column during the data upload process.
- Resolved discrepancies in financial reports for consistency in cash balances and loan classifications.
- Addressed an intermittent test failure caused by a timing race condition in the extraction service, ensuring deterministic test results.
- Fixed an issue where detailed aged receivables reported incorrect dates after changing filter settings.
- Corrected a bug preventing downloads from reflecting selected filters in the Receivables Ledger and Payables Ledger reports.
- Improved security for token endpoints by addressing an access control issue in the authorization server.
- Fixed an error causing a "Resource not found" message in engagements with no data uploaded, ensuring accurate messaging.