Revision History
NEWTON/SaaS Releases
| Revision | Release Date | Changes/Features |
|---|---|---|
| 3.60 | 10.09.2026 | 4-Eyes-Principle for changes to bank account signatories and signatory rules [4EP Module] Improved reconciliation of bank accounts [Treasury Module] |
| 3.59 | 28.08.2026 | 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 |
| 3.56 | 07.07.2026 | New dashboard cards for Projects, Entities, and Assets AP Approval workflow data can now be exported Upgraded to MySQL 8.4 |
| 3.54 | 04.06.2026 | Structure Chart layout improvements Column selector for the invoices index page Fixes and improvements |
| 3.52 | 27.03.2026 | Chart optimisation (different threshold handlers) Set-paid workflow for invoices Custom fields can now also be used by the Query Wizard |
| 3.50 | 20.02.2026 | 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 |
| 3.48 | 15.01.2026 | AP Approval improvements (vendor entities) UI improvements (structure charts, documents, etc.) Payables export functionality |
| 3.47 | 22.12.2025 | 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". |
| 4.46 | 04.12.2025 | Service release - mainly fixes and improvements in the AP Approval area |
| 4.45 | 18.11.2025 | 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. |
| 3.42 | 18.09.2025 | 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 |
| 3.40 | 08.08.2025 | Service Update with more minor fixes and improvements |
| 3.39 | 31.07.2025 | 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 |
| 3.37 | 04.07.2025 | 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) |
| 3.36 | 19.06.2025 | 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. |
| 3.34 | 29.05.2025 | 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. |
| 3.33 | 07.05.2025 | 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 |
| 3.31 | 03.04.2025 | Asset Valuations Link to the subscription management (Stripe Customer Portal) New Custom Field type to select from the list of Countries. Minor improvements |
| 3.30 | 12.03.2025 | 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. |
| 3.29 | 13.02.2025 | 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. |
| 3.28 | 23.12.2024 | 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 |
| 3.27 | 28.11.2024 | 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 |
| 3.25 | 07.11.2024 | 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 |
| 3.23 | 04.10.2024 | 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 |
| 3.21 | 12.09.2024 | Document templates now use the Newton API for data ingestion. Several smaller adjustments |
| 3.19 | 22.08.2024 | Improved overview of invited users with options to revoke or resend invitations. Fixed default filters for the active bank accounts index view. |
| 3.18 | 30.07.2024 | Data Reviews (4-eyes-principle) now available for enterprise plans Structure chart generation adjusted for shareholder on %-only basis Minor fixes and improvements |
| 3.16 | 26.06.2024 | 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. |
| 3.14 | 31.05.2024 | Quick navigation (double-shift key) now allows to mark menus as favorite More custom field areas Minor fixes and improvements |
| 3.12 | 10.05.2024 | More filters and search function for documents of a single entity UI enhancements on index pages Extended drag & drop functionality for documents |
| 3.10 | 09.04.2024 | SSO (Microsoft Account) Management of states/counties |
| 3.8 | 07.03.2024 | Smaller improvements and fixes |
| 3.6 | 30.01.2024 | Upward/Downward structure charts Several smaller improvements and fixes for minor bugs |
| 3.5.5 | 03.01.2024 | Improved handling of documents Fixed an issue with Options-warm-up |
| 3.5.0 | December Release15.12.2023 | 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.) |
| 3.4 | November Release14.11.2024 | 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 |
| 3.3 | October Release25.10.2023 | 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) |
| 3.2 | 26.09.2023 | Compliance Type “KYC” activated for SaaS Structure Charts on Entity Level New layout of relevant documents widget Several API extensions |
| 3.1 | 22.08.2023 | 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 |
| 3.0 | 03.07.2023 | Newton Redesign API extensions (including new “banks” endpoint) “Uploader” info for documents Improved documents management |