Release Notes December 2022

The following release notes relate to:
Version: 3.0.20 20221216 and
SDK Version: 2.0.0 20221216

Enhancement – Business Rules now apply to Manual Data uploads

With some banks choosing to shut down screen-scraping by Yodlee and other 3^rd-party data providers, our Manual Data Account and Manual Data Upload capabilities have become even more important. Traditionally, manual data had to be categorised manually, but that has now changed.

As you may have previously seen we implemented some changes to ensure that Client-level (end user) rulesets apply to manually uploaded transactions. We have now extended this so that any business account-level rulesets will also apply to manual data uploads.

Enhancement – Xplan ‘Searchable’ Client List

As part of this release, we have made it easier for you to locate your clients external Xplan record for importing and export between Moneysoft’s Fact Find and Xplan.

Previously when inviting clients, or choosing which Xplan client to syn the Moneysoft Fact Find data to, you could select from a list limited to 100 Xplan client records. We have added a search function, to both the Invite and the Synchronise screens, so that you can search any number of Xplan clients, to quickly and easily find the associated Xplan record.

Remember that if you link a Moneysoft client account to an Xplan record at invitation, information from the Xplan account will automatically pre-fill the Moneysoft Fact Find! To utilise this function, when inviting a new client, select ‘Import data from Xplan’, then type the first few letters of the client’s name in the ‘External client’ field.

Performance Improvements – Budget vs Actual Report

In this release, we have made an improvement to the way the Budget vs Actual report is generated. This has reduced the time it takes to generate and download a Budget vs Actual report from several minutes (in some cases) to a couple of seconds. As we continue to focus on optimisation of the software, there will be more improvements to overall speed and performance to come in future releases.

Other Fixes and Enhancements

A list of other fixes and enhancements that have also been included in the latest software release are included below – if you would like more detail on any of these, please get in touch with Moneysoft Support or your Account Manager:

• Bug: Partial fix to resolve an issue with the Financial Health Check report when the Financial Health Check Survey was not fully completed
• Bug: Fixed a minor issue where the balances entered for manual accounts on a selected date, would not be being reflected in the Net Worth and Account Balance reports until the day after the date selected.

Posted 23 months ago by Moneysoft Sales 2 Minute(s) to read