Version 1.118.119

Release Notes July 20, 2023

Enhancements

  • Increase Liability Variance file size. The maximum file size for the Liability Variance file type has been increased to 15 MB.

  • Dashboard performance improvement. Optimized the performance of each dashboard element.

  • Loading icon on reports. Users will now see a loading icon when navigating back to the Standard tab if data loading is incomplete.

  • Customer List search. Implemented instant search on customer list. When the user types a character in the search bar, results are immediately returned with each keystroke.

  • Search Ledger. Added an "Exclude Checks" option under the Check Number filter.

  • Search Ledger. Added "Contains", "Does Not Contain", and "Does Not Equal" operators to the Source > File Name, Details, and Tax Code filters.

  • Customer ID in file imports. Customer IDs can now contain spaces and ampersands for every file import type.

  • Company name on Manage Exceptions. When a user hovers over the customer id on the bottom portion of the Manage Exceptions tab, the customer name will be displayed.

Changes

  • Client / Customer label on Activity Log. Updated Activity Log label of "Client" to "Customer" for consistency.

  • Activity labels. Updated Activity labels on Edit Ledger Transaction from Search Ledger.

Bug Fixes

  • Kanban card comments. Previously, the table in the details of Liability Variance kanban cards was temporarily hidden when user was typing a comment. This has been corrected.

  • Search bar on Manage Exceptions. Search bar on Manage Exceptions is now working properly.


© RAKE Digital Company, 2026 • Updated: 07/19/23
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