What's New
- The External SME ID can now be made mandatory in Platform Customisation
- There is now a customer contact list within the aged receivables Working Papers
- Aged receivables due date within the Working Papers is now available on the Receivables Open Item List
- A new place holder has been added for the logo in Platform Customisation
Fixes
- Improvements to our online connectors when the data is processed thus a subset of uploads will now be successful.
- The Microsoft Great Plains connector now represents the Profit/Loss balance as zero at the start of the financial year, and the Balance Sheet balances are now carried forward cumulatively.
- Fixes to QuickBooks Desktop connector during processing
- Sage Business Cloud no longer fails to refresh credentials so uploads with be successful
- Fixes to Pegasus Opera Financial Year End notation
- In DataShare View when choosing the financial period, the chosen period now correlates to the end date, not the start date.
- An error when downloading Aged Receivables reports form DataShare View is resolved
- The EULA will now be saved when edited
- When adding a new user who's SSO is already in use the invitee will now be notified with text below
- Receivables Movements reports now show the range of months/periods of the working papers
- The engagement financial period no longer defaults to future years and now defaults to the last full financial year
- Full engagement managers can now always edit their engagement
- HTTP requests now do not include the SSO ID field
- When not selecting an option on the DataShare Manage Users search filter, the drop down menu now disappears.
- DataShare View now gives an indicator that Totals can be selected
- Pop up messages now have a confirm or cancel button.
- 'Yes' is now the default for Additional Upload Information
- First Name, Last Name and Email Address is now mandatory when the parameter is set to use the portal
- The External SME ID can now be made mandatory in Platform Customisation
- Old Line Items are no longer included in the Detailed Aged Receivables
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