RELEASE NOTES
Release Date: 22nd December 2023
The latest update addresses the following reported issues:
[DB-288] Only run Reconciliation Matching when eligible
We've resolved an issue that prevented the cancellation of Bank File Imports when other users initiated a match transactions procedure before the upload was cancelled, leading to the file getting stuck. With this update, the match routine will not be triggered when a file is in an upload summary state preventing this particular scenario in the future.
[DB-286] Improved Performance for Bank File Import Summary Page
We have addressed a performance issue on the Bank File Summary page (Automatic Reconciliation) that previously hindered the display of transaction summaries for large bank file imports, even though the transactions were correctly loaded into the application. In this update, we've optimised the bank import summary to ensure the prompt and complete display of file content details.
The following Trojan Security & Administration task has been deployed as part of this release. This is not visible in customer systems and does not affect system functionality for our end users.
[DO-12] Security & Infrastructure Update
For further information please get in touch with support@trojanconsultants.com
The top 5 fixes & improvements for inclusion in future updates to CasparCloud.
Report Generator - Add the ‘Date Last Reconciled’ as a reportable field
Currently, the system cannot 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. Suppose the "Date Last Reconciled" field is added to the database. In that case, it will enable customers to easily report across all clients to identify when accounts were last reconciled by a user.
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 'Description' 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 & Collapsible Menus
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.
Additionally, we will be introducing a new capability that allows users to collapse the main menus on the left of the screen. By collapsing the menus, users can optimise their workspace for tasks that require a larger view, facilitating a more focused and efficient experience.