Release Notes
Release Date: 02/09/2026
Improvements
- Updated the "share" button copy to "connect" for clarity.
- Corrected labels for "First Name" and "Last Name" fields to display "Relationship Manager First Name".
- Moved the dropdown selector to the navigation menu for a cleaner user interface in empty engagements.
Bug Fixes
- Resolved an issue where clients could not save changes to specific debtor settings without providing a credit limit.
- Fixed an error where certain clients could not modify debtor ceiling settings, as the changes reverted incorrectly.
- Addressed a bug where existing client users did not receive an email notification when added to a new engagement.
- Corrected a data discrepancy issue with Intacct, ensuring proper alignment of accounts payable balances.
- Fixed an issue where data discrepancies caused incorrect balances showing for debtors in uploaded client data.
- Resolved a problem preventing users from downloading previous MER reports on the portal.
- Fixed a bug that disabled the "Save" button when trying to create a group with the engagement identifier toggle switched on.
- Addressed an issue where the tooltip on the profile edit button appeared without hover, and corrected the spacing between buttons in the profile modal.