The team have been working hard and there have been many bug fixes released for 3.1.1 as per below. The most significant release is 3 new API's activated for BGL 360 funds.
Newly Released API's;
Statement of Financial Position - There is no longer a requirement to obtain and manually upload this report from the Audit Job Queue after job creation, this will import as part of the lead schedule import and become available within the financial reports.
Operating Statement - There is no longer a requirement to obtain and manually upload this report from the Audit Job Queue after job creation, this will import as part of the lead schedule import and become available within the financial reports.
Investment Summary - There is no longer a requirement to obtain and manually upload this report in the Market Value observation, this data will import as part of the lead schedule import and automatic analysis will occur within the Market Value observation.
Bug Fixes;
If a non existent figure is searched for within the GL the window will no longer freeze, a message will display "no data available" and you have the option to type new search or exit out of search
Checklist updated successfully messages at times were not disappearing obscuring view, this has now been rectified.
External firms assigning audit jobs to auditors will no longer have their company featured in the drop down list to remove confusion.
Close option "X" added to the import client pop up should you choose not to select a software.
Many more significant releases and fixes to come with another expected for late December early January.
To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.