Release Notes

2024.3.1

January 2025

Release notes describe the enhancements and bug fixes contained in new releases and maintenance releases.

What’s new

Auto reconcile if balanced is unchanged from last period

This release includes a new auto-reconciliation option: If balance is unchanged. When an account balance is imported, the system compares it to the prior period’s balance. If the balance remains the same , the system automatically assigns the selected status—Completed or Pending Approval.

For more information, refer to the Auto reconcile if balance is unchanged section of the Automatic reconciliation rules article.

Resolved issues

The following are the issues we resolved in this release:

Resolved	Area	Description
January	Period Setup - Add New Period	Name validation failed during the creation of new period in an empty tenant, blocking the creation of the period.
	Account Reconciliation	Deleting and recreating a user caused all notes and attachments associated with the user to become inaccessible.
	Close Management Home - Summary tab	The Completed Late status did not function as expected when a task was assigned only to a preparer, with no approver.
	Period Setup - Accounts tab	Deleting an account required refreshing the page before saving a new account.
	Audit Log	During the auto reconcile process, the expected log entries for each task were not being recorded as System actions for either the preparer or the approver.
	Period Setup - Add New Period	The Roll Forward From period was not updating correctly when the period was changed.
	Close Package	Close package was failing to generate when the To Do task list was too long.
	Workflow	Approver due date could not be the same as the Preparer due date.
	Workflow	Imported workflow AR and To Do tasks were displaying with dates that were one day earlier than the dates specified in the import file.
	Workflow	Workflow bulk update was not functioning.
		When a dependent task became available after a predecessor task was submitted, the preparer was receiving blank email with no information about the status change of the task.
	Workflow	Date validation was missing in the workflow for due dates.

Known issues

Area	Description	Workaround
Workflow Details	When importing Workflow To Do and AR Tasks, the State and Target dates appear one day earlier than the dates specified in the file.	Identify and filter the tasks with the same incorrect date and use the multi-select feature to select them all. Then, update their dates to match the correct values.
Close Management Home - Summary tab	Values displayed for To Do % and in the # of completed field are not accurate.	No workaround. An upcoming release will address the issue.