Revision History

• Added identification numbers to the Query Wizard
• Smart Import Tool: Extended validations
• Board Member Exchange Tool [Enterprise] with extended options

• 4-Eyes-Principle for changes to bank account signatories and signatory rules [4EP Module]
• Improved reconciliation of bank accounts [Treasury Module]

• Identification numbers can now be used in the Query Wizard
• Smart Import for invoices
• New reports for the Treasury Module
• Cashbook Index Page adjustments
• A new Data Changes Report under Reports/General/Other

• New dashboard cards for Projects, Entities, and Assets
• AP Approval workflow data can now be exported
• Upgraded to MySQL 8.4

• Structure Chart layout improvements
• Column selector for the invoices index page
• Fixes and improvements

• Chart optimisation (different threshold handlers)
• Set-paid workflow for invoices
• Custom fields can now also be used by the Query Wizard

• Proxies for AP Approval workflows
• Multiple identification numbers
• New time-ranges filters on the documents index page
• The Query wizard now also handles documents
• Cashbook categories now have income/expense attributes
• Project filter for the asset valuation card on the dashboard
• Improved VAT/net calculations for the invoice upload tool

• AP Approval improvements (vendor entities)
• UI improvements (structure charts, documents, etc.)
• Payables export functionality

• A new report shows the Approval Rules matrix, including exceptions on the entity level
• Email notifications for invoice approvers if new invoices have reached their inboxes, or if they have work to do and haven’t logged in for at least 48 hours.
• The Treasury Module was upgraded with invoice and vendor management.
• Branding functionality to exchange colors and logos (for the Enterprise plan only)
• Filter for the selection of Individuals or Companies for Custom Fields of type "Select from Contacts".

• Service release - mainly fixes and improvements in the AP Approval area

• AP Approval workflows
• Vendors have been migrated to Contacts (for contact groups having the attribute ‘is_vendor’ set to true).
• Quick navigation using Shift+Shift now includes option groups. Accessing configurations, like entity types or functional units, is much faster now.
• Quick access to Entities and Projects using Shift+E and Shift+P.
• Better “backward” navigation on all view/edit pages.
• Custom Fields based on Contacts can now be restricted to individuals or organisations.

• Filter documents by Status
• Invoice Upload Tool (AP Approval module) improved and redesigned
• Invoices overview, view, edit redesigned (AP Approval module)
• Redesign and adjustments for the definition of invoice approval rules on Project and Entity level
• Asset Valuations can now be managed by type (e.g. “Purchase Price”, “Loan Valuation”, or “Fair Market Value”). Requires the Smart Business Plan.
• A new dashboard card calculates the total asset valuation per type.
• A new tab “Subsidiaries” on the Entity level shows active and inactive subsidiaries of the company.
• Performance optimizations

• Service Update with more minor fixes and improvements

• Assets view reorganised
• Removal of “Fund Entities” and “General Partners” as separate Data Points. Instead, those are now Entities with the respective attribute set for their Entity Type.
• Long URLs for document links

• Integration of Assets into the Structure Chart of Entities
• Added some new chart shapes.
• Preview of chart shapes when configuring them.
• On the Engagements tab of Registration Authorities, it is now shown for which Entities they are used.
• A tool to bulk-exchange directors and other board members (Enterprise Plan)

• Several enhancements and fixes regarding entity structure charts.
• Colors and shapes for contact groups in contact charts.
• Registration Authorities (formerly managed as Options) are now Contacts. A migration will convert them automatically.

• Improvements to set option attributes with their respective types (e.g. color selection, or selection of contact groups).
• Option to limit the login methods to SSO only.

• Icons in Contact Select-Lists now indicate individuals or organizations.
• Share capitals (issued, authorized, and paid-up) now allow share classes.
• Queries of the Query Wizard can now be used as “To-Do” reports, e.g. to track missing values for certain data points.
• Some fixes and enhancements for structure charts.
• Sorting of documents on the data point level.
• The Dashboard’s Contacts tile now separates Organizations and Individuals
• Access rights refinements

• Asset Valuations
• Link to the subscription management (Stripe Customer Portal)
• New Custom Field type to select from the list of Countries.
• Minor improvements

• The Structure Chart now offers different shapes (according to international standards) per Entity Type.
• Management of Authorized, Issued, and Paid-up Capital, optionally separated by Share Type, and Currency.
• Improved filtering of documents.

• Contacts separation: Contacts are now either individuals (natural persons) or organizations (companies, institutions, authorities, etc.). This enables hierarchical structures of companies and/or departments, including structure charts. Also, a person can be linked to multiple companies now which does not require duplication.

• Smart Import Tool now supports Bank Accounts (Treasury Module)
• The Smart Import Tool now generates Template Excel files with all related data to select from.
• The Structure Chart now supports custom colors and a background icon for each Entity Type.
• All attributes of options are now shown in the user interface for easier access.
• Document templates now allow multi-line inputs for small text or larger text blocks

• The Smart Import Tool now also supports Contacts
• Directly chat with the team from within Newton (can be switched off)
• Recipient of test e-mails (mail templates) can now be selected much easier

• Export of Options and IDs
• Added more columns for the Entity’s Smart Import
• Fixed some speed issues
• Fixed issues with the user’s invite function for already invited users

• New areas for custom fields on several tabs, plus management buttons are shown only when needed
• Custom fields can also be imported by using the Smart Import tool
• Document Management for Bank Accounts
• Custom Fields on Fund Level

• Document templates now use the Newton API for data ingestion.
• Several smaller adjustments

• Improved overview of invited users with options to revoke or resend invitations.
• Fixed default filters for the active bank accounts index view.

• Data Reviews (4-eyes-principle) now available for enterprise plans
• Structure chart generation adjusted for shareholder on %-only basis
• Minor fixes and improvements

• Switching to a new template engine. Details will follow.
• Switching to a new (and much faster!) database engine.
• Document type can now be restricted to certain data types. For example. a document type “Tax” can be made available for entities only.

• Quick navigation (double-shift key) now allows to mark menus as favorite
• More custom field areas
• Minor fixes and improvements

• More filters and search function for documents of a single entity
• UI enhancements on index pages
• Extended drag & drop functionality for documents

• SSO (Microsoft Account)
• Management of states/counties

• Smaller improvements and fixes

• Upward/Downward structure charts
• Several smaller improvements and fixes for minor bugs

• Improved handling of documents
• Fixed an issue with Options-warm-up

• User invitations
• New Custom Field Type “Hyperlink”
• Further improvements for the display of documents
• AP Approval integration
• Workflow improvements for the Upload Tool
• Who is online? function for administrators
• Custom fields for documents
• Better display of contact’s engagements throughout the system
• Export function for structure charts

(Again, a total of more than 40 tasks/features have been integrated.)

• New Custom Fields Wizard
• Improved display of documents for compliance tasks
• New API endpoint for banks
• Homepage field for Contacts
• Explorer-style view of documents, including thumb-view and more convenient navigation

• Improved API user management
• Configurable expiration date for documents
• Check-boxes for highlighting contacts and shares switch in structure charts
• Compliance Detail view now with improved management of related documents
• Removed “...” from all buttons
• Extended display of contact engagements
• Upload Tool for invoices (AP Approval)
• Vendor Management (AP Approval)

• Compliance Type “KYC” activated for SaaS
• Structure Charts on Entity Level
• New layout of relevant documents widget
• Several API extensions

• Several improvements in the display of compliance tasks (index and detail views) - #5754
• Quick-Add for Options
• Enabled management of bank accounts and some related functionality (Treasury)
• Thumbnail previews for documents and document templates
• Include documents in global search

• Newton Redesign
• API extensions (including new “banks” endpoint)
• “Uploader” info for documents
• Improved documents management