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2024 Release Change Log

about 1 month ago by Ore Phillips

January 31st, 2024

Feature Title: Register Report for Crypto and Fiat
Feature Description:
Users can now use the register report for both Crypto and Fiat, with a toggle feature to distinguish between similar tickers.
Feature Title: In-App Announcements
Feature Description:
Replaced the old bitcoin price chart with a new in-app announcements page for sharing feature releases, events, blog posts, and more.

April 5th, 2024

Feature Title: Self-Serve Model Enhancements
Feature Description:

  • Exchange Connections: Users can update exchange API keys in-app.
  • Accounting Connections: Users can update token credentials and fee account codes in NetSuite and Sage.
  • Fee Handling Methodology: Introduced fee expensing option.
  • Adding Blockchain Wallets: Improved consistency and reliability in the new wallet UI.

April 19th, 2024

Feature Title: Product Updates
Feature Description:

  • Included unrealized gain/loss in the Cost Basis Rollforward Report.
  • Allowed booking to accounts other than 'Bank' in QBO.
  • New rules UI for validating transactions.
  • Internal improvements for admin panel and Stellar integration progress.

May 16th, 2024

Feature Title: Post Sprint Product Updates
Feature Description:

  • Completed Stellar Chain Integration.
  • Enabled SCIM name changes through SSO.
  • Added metadata filtering and reporting enhancements for Ripple.
  • Supported validator rewards for Celo chain.
  • Launched enhanced bulk categorization for Babel orgs.

June 3rd, 2024

Feature Title: Recent Product Enhancements
Feature Description:

  • Enforced whitespace restrictions on wallet addresses.
  • Added CSV download button for full history on the pricing page.
  • Improved admin panel search functionality by orgId and orgName.

June 17th, 2024

Feature Title: Sprint Changes
Feature Description:

  • Added warning for zero pricing in bulk categorization.
  • Introduced expandable side bar in Bitwave for Babel orgs.
  • Displayed impairment reversal in Cost Basis Roll Forward summary.
  • Rolled up wallets by involved accounts for ABBS networks.

June 27th, 2024

Feature Title: Post Sprint Product Changes
Feature Description:

  • Launched Canton Network integration.
  • Introduced Data Explore for dataset self-service.
  • Launched P0 of Balance Delta Wallets.
  • Enhanced metadata and rules for categorization.
  • Introduced Recon for compliance-friendly tooling.
  • Internal improvements for access-based permissions and Partner Wallet Manager beta.

August 12th, 2024

Feature Title. Multiple Feature Updates: Faster Categorization, Stronger API Validation, More
Feature Description.

We're excited to share several key updates and enhancements designed to improve your experience and streamline your workflow and ensure more accurate and efficient operations.

⏺ Enhanced UI Responsiveness: Improved UI responsiveness for faster loading of tools and balances, specifically for larger organizations.

⏺ New Accounting Connections Page: Enjoy a sleeker and more consistent look with the newly launched Accounting Connections page, aligning with other recent updates for a cohesive user experience.

⏺ SoDA Report: New wallet roles have been added, allowing you to search by role name, add or delete roles, and share them with users more efficiently.

⏺ Foundry API Key Validation: To ensure accuracy, we've implemented validation for API keys, so only correct keys can be entered when adding connections.

⏺ Sage Top Level ERP Creation Enhancement: The entity-level launch now enables posting individual lines to different entities, enhancing flexibility in ERP management.

⏺ Metadata Fields Import CSV: Sage customers can now categorize metadata through imports, making it easier to organize and manage your data.



August 23rd, 2024

Feature Title. Latest Product Updates: Platform Optimization & Strategic Planning
Feature Description.

As part of our ongoing Platform Optimization efforts, this sprint centered around key bug fixes and strategic preparations for future initiatives. Below are the highlights of our recent enhancements:
Release Highlights:

⏺ Org Navigation Enhancements: You can now open multiple tabs for different organizations, with an alert system in place to warn users logging in with outdated or expired requests.

⏺ Partner Wallet Manager Integration: Partners can now seamlessly sync blockchain wallets created by clients directly into the organization.

⏺ Binance Smart Chain Upgrade: We’ve implemented a more efficient syncing method, improving performance and data integration for a smoother user experience.

Stay tuned as we continue to refine and enhance our platform through Platform Optimization and deliver Magical User Experiences in the upcoming releases!