Revision History

NEWTON/SaaS Releases

NEWTON/SaaS Releases

Revision

Release Date

Changes/Features

no release date yet

Structure Chart layout improvements

Column selector for the invoices index page

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 Release

15.12.2023

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 Release

14.11.2024

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 Release

25.10.2023

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

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NEWTON/SaaS Releases

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