RELEASE NOTES
HOTFIX
Release Date: 27th March 2024
FIXES
[DB-369] Financial Assets – Loading Fix
Previously, users encountered an error and the page failed to load correctly when more than 20 financial assets were recorded for a client. This issue has been resolved in this update. Now, the Financial Assets page correctly displays all assets and associated data even when a large number of assets are present.
The top 5 fixes & improvements for inclusion in future updates to CasparCloud.
Client Individual Bank Statement
A bug has been identified in the Client Individual Bank Statement: when the reporting period does not contain a reconciled transaction, the Excel output appears blank. We plan to fix this issue in a future update. Meanwhile, you can use a workaround by setting the client statement's start date to match that of the last reconciled transaction. This ensures that the expected balances (balance brought forward and closing balance) will be correctly displayed.
Report Generator Enhancement: Improved Report Identification
In a future update, we intend to enhance the ‘My Reports’ page by including the name of the Report Generator Report in the 'Details' field, to provide clearer and more distinct identification of the various report outputs.
Barclays BMAP Bank File Import Issue - CSV Format Change
We have received reports from some Barclays BMAP customers regarding the failure of bank file loading to CasparGov. Upon investigation, we have identified that the issue is caused by a change made by Barclays to the CSV file format, failing the Bank File Import process. The issue stems from a blank line in the file between the header and the transactions, which is not correctly formatted using commas.
We want to assure you that we are actively working on a fix to overcome this problem. In the meantime, if you encounter any issues with bank file imports from Barclays BMAP, we recommend a temporary workaround. Before uploading the file to CasparGov, please open the file and delete the blank line between the header and the transactions before saving the file and re-uploading it. This step will ensure a successful import of the bank file.
Client Diary
In a future update, we plan to incorporate a feature that allows users to access client-specific diary actions directly from the client page. This improvement will eliminate the need to check information in two different locations.
Feature Shortcuts
We also will be introducing user-configurable feature shortcuts at the top of the main client page. These shortcuts will empower users to swiftly access frequently used functions such as notes, financial plans, account enquiry, and more, without the necessity to navigate through sub-menu options.