RELEASE NOTES
Release Date: 17th April 2023
Frontend: 1.6.8
Backend: 1.6.27
[DB-203] Unbatched Postings – Error where no bank transactions are present
Customers who manually reconciled client accounts rather than using bank files may have experienced an issue when attempting to save an unbatched posting. Although the unbatched posting was successfully saved, the error message that appeared during the process prevented the Add New Unbatched Posting popup from closing. This issue has now been resolved and the error message has been corrected.
[DB-204] Map sort code and client name to an uploaded transaction during bank account matching
Under specific circumstances some bank files would fail to load, this issue has now been addressed.
The top fixes & improvements for inclusion in future updates to CasparCloud.
Report Generator - Add the ‘Date Last Reconciled’ as a reportable field
Currently, the system does not have the capability to generate a report on the "Date Last Reconciled" because this information is not stored in the database as a reportable field. Instead, the system calculates this information in real-time when a user accesses the "Account Enquiry" page. If the "Date Last Reconciled" field is added to the database, it will enable customers to easily report across all clients to identify when accounts were last reconciled by a user.
OPG Report Start Date (Admin>OPG Reports)
We are aware of an issue where the OPG report start date may be one day less than the client's Final Order Anniversary in certain situations. Our team is working to resolve this issue, and in the meantime, we recommend creating a new report from Client>Reports>OPG Reports as a workaround. This will ensure that the OPG report start date matches the Final Order Anniversary of the client.
Full User – Amend Letter Description
Currently, Full Users are not able to change the description on Letter History. This issue will be addressed in a future update. Until then, only Super Administrators and Managers have permission to amend the description.
Personal Details – Main Contact Address
Users have requested that the address of a client’s main contact (e.g. carer or family member) be displayed on the main personal details page, this change has been added to the development list and will be included in a future update.