Release Notes

2024.3.0

December 2024

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

What’s new

Delete multiple accounts

Users can now delete multiple accounts at once. Hold down the CTRL or SHIFT key to select multiple accounts from the list, then click to remove all the selected accounts.

Row validation for unsaved supporting items and adjustments

If a user begins adding an item to reconciliation but does not complete it, a confirmation message will appear if they attempt to leave the page. This helps prevent accidental loss of work.

Confirm admin task submissions

Administrators can now submit tasks that are not assigned to them. To prevent accidental submissions, a confirmation dialog will appear to verify the action. Admins can also choose to disable this prompt for future submissions.

Duplicate layouts

Users can now duplicate layouts with ease. This new option is available starting with this release.

Sort and filter task lists

Sorting and filtering capabilities are now available across all task lists in the product, including the To Do Task Overview, AR Task Overview, and My Tasks sections.

Additionally, a Reset View button has also been added, allowing users to easily restore filters to their default settings.

Resolved issues

The following are the issues we resolved in this release:

Resolved	Area	Description
December	Account Reconciliation	Despite being assigned as the approver for the task, the global admin was unable to view attachments for supporting items or adjustments when the task status was set to Not Started.
	Trial Balance	The trial balance did not show supporting items, adjustments, or links to associated workflow tasks.
	To Do Tasks	Task without an approver could not be reopened.
	Layout	The default layout had undefined column sizes, which caused validation errors.

Known issues

Area	Description	Workaround
Workflow Details	It is not possible to set the Approver due date to match the Preparer due date.	No workaround. An upcoming release will address the issue.
Workflow Details	When importing Workflow To Do and AR Tasks, the 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	The Completed Late status does not function as expected when no approver is assigned to a task.	No workaround. An upcoming release will address the issue.
To Do Task	If the list of To Do tasks exceeds a certain length, the system fails to generate a close package.	Ensure that each task has a unique name, particularly within the first 40 characters of the title. This prevents issues during exports to Excel, where duplicate tab names are not permitted. An upcoming release will address the issue.
	When a user is deleted and then, recreated, all notes and attachments created by the user become inaccessible.	No workaround. An upcoming release will address the issue.