September 15, 2023 Release Notes

Accounts:

  • Invite CRB users of any role in any stage of the relationship to an existing account! This functionality could only be done through the support team previously, but now you can administer users on accounts at any time.
    • Along with this feature, we released a CRB company-wide "opt-in" toggle that allows CRBs to indicate whether they will allow their connected FI to make changes on their behalf. If it is turned off, you will not be able to invite or edit users (edit functionality coming soon).

Monitoring:

  • Include 'Unknown' payment type within the Payment Breakdown chart and Transaction Analysis table within Account Monitoring reviews

Users/Groups:

  • Added a banking sponsor role permission set

Bug fixes:

  • Clean up different areas of the app to respect the company names of "renamed" orgs
  • Filters maintained on Daily Summaries page when clicking into an item and then back

Integrations:

  • Fixed an issue with Cova sending unexpected date formats
  • Minor Quickbooks Online improvements