6.9 version 2025/03/29

Pascal Onboarding: 

Added:

  • Added the functionality to retain deleted user's information in a client's Approval.
  • Added the functionality to differentiate forms in the external user form overview.

Changed:

  • Changed the approval status in the Client page to clearly visually show the progress of the approval flow.
  • Changed the texting of the email inviting external users to collaborate on forms to more clearly state the purpose of the email.
  • Changed the texting of the email about submitted information confirmation to external users to accurately reflect the nature of the submitted data.
  • Changed the character limit of paragraph questions to 15000 characters.

Pascal Transactions: 

Added:

  • Added the functionality of creating clients, including bank accounts, exemptions and assignees.
  • Added the functionality of adding transactions via import files.
  • Added the functionality of adding global Exemptions of bank accounts in the Transactions settings.
  • Added the Transactions page which shows all transactions in the system.
  • Added the Clients page which shows all clients in the Transactions module.
  • Added the functionality of transactions having an 'unknown' client when the client bank account is not yet attached to a client.
  • Added the Analysis page to analyse clients and transactions in the system.