Release Notes
Release Date: 11/08/2026
New Features
- Reorganized the dashboard header, aligning controls to a single row with improved visibility, including renaming the "Connect" button to "Share."
- Introduced an inline placement of the "Create Engagement" button alongside tabs for enhanced visual consistency and usability.
- Added a relationship manager filter to the engagement dashboard, allowing easy filtering of engagements by manager.
- Included navigation menu access for engagements with no data but enabled reconciliation, ensuring essential functionality is still available.
- Enhanced the Year-End Transaction feature with a master enablement toggle, giving client admins control over its visibility and functionality.
Improvements
- Upgraded Angular to version 21 for UI-related performance and compatibility improvements.
- Improved the global header's color theming to adapt icons and buttons automatically based on the selected background theme.
- Aligned the "Discard Changes" action to navigate users back to the engagements dashboard, ensuring a smoother editing experience.
- Adjusted browser tab titles across specific portal pages for clearer, more professional formatting.
- Addressed handling of duplicate engagement creation when assigning locked user accounts as contacts, improving feedback and preventing redundancy.
Bug Fixes
- Resolved a discrepancy causing incorrect outstanding F/C balance amounts in financial reports, ensuring consistent values.
- Fixed an issue where some reconciliation help links were broken, restoring full functionality.
- Corrected anomalies where uploads stalled or failed for various connectors, including Sage, Xero, and NetSuite.
- Addressed a navigation issue where switching entities within a group audit failed to load the selected data.
- Resolved a freeze in the "Manage Connections" feature toggle, ensuring smooth operation across multiple cycles.
- Fixed an issue where the "New Reconciliation" button wasn't functioning as expected.
- Repaired links in the "I need some help" section to direct users to the correct support resources.