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.