This July release brings you improved dashboard filters, better handling of reference data changes, smoother navigation, and clearer visibility into ageing exceptions.
Governance
Smarter dashboard filters for more detailed dashboard insights
We’re excited to bring you two powerful enhancements that make your dashboards more focused, actionable, and efficient.
- Process Selection Filter Panel
A new filter panel is now available on the right-hand side of the dashboard.
Click to expand and easily select a subset of the processes you want to focus on - with a clear view of what’s been selected, right in the same screen.
No more switching views or second-guessing your filter choices. This makes it easier to understand which processes are driving the insights across all widgets.
- Multi-select age bucket filter
Drill down further by selecting one or multiple age buckets at once. Your selections are instantly reflected across all dashboard widgets for deeper, more flexible analysis.
This filter will help speed up issue resolution and improve team alignment with clear, time-based process insights.
Stronger resilience to reference data changes
We’ve made it easier for Data Prep users to spot destructive changes in reference data tables, such as revoked permissions, deleted columns, or dropped tables.
When these changes occur, a process checks for and flags any broken elements in your Data Prep configuration.
This proactive alerting helps you identify and fix issues early, preventing unexpected failures caused by broken transformation or filter rules.
Reconciliation
Quickly spot aged exceptions with the new "exceptions by age" widget
A new widget has been added to the overview screen for 2-sided reconciliations, showing a breakdown of exceptions across different ageing buckets for improved visibility.
Filter by workflow status and click to drill down and investigate specific categories, helping you prioritize and act faster.
Easier navigation with UI enhancements
We’ve added a new keyboard shortcut —Shift + J— for “Jump to column” across the platform. This eliminates the need to scroll across 100+ fields or rely on mouse navigation, making it significantly faster to work with wide datasets. Tasks like reordering columns are now more efficient and user-friendly.
Additionally, the Transactions menu now stays open when switching between tabs like Statements, Submissions, Pending Changes, and Snapshots, making navigation in cash smoother and more consistent.
Fixed bugs
| Issue Addressed | Description |
| Missing row counts after applying filters. | You’ll now see both the filtered row count and the total row count, making it easier to understand the impact of applied filters at a glance. |
| Dashboard Admins unable to access permissions settings. | Fixed an issue where some users with the Dashboard Admin role couldn't access or manage permissions for dashboards they created. |
| Loading spinner persists after discarding pending data. | Fixed an issue in Data Prep where the loading spinner would not disappear automatically after discarding pending data and users had to manually refresh the page to clear the spinner. |
| Duplicate file extension on XLSX export. | Resolved an issue where exported XLSX files from Data Prep had a duplicated .xlsx.xlsx extension. |
| Truncation of large manually uploaded files in Data Prep. | A fix was implemented for an issue where Data Prep was truncating manually uploaded files to 2147483647 bytes. |
| Incorrect "Last Activity" timestamp for Data Prep processes. | Addressed a problem where the global process page showed inaccurate "Last Activity" timestamps for Data Prep processes. |
| Whitespace not handled in “Ignore characters” rule. | Added validation to handle white space duplicates gracefully and show the appropriate error message to the user. |
| In legacy workflows with reported fields, “breaks only” toggle adds duplicate fields instead of displaying consistent results. | Corrected the logic handling field rendering on toggle to ensure it resets properly, preventing accumulation of extra fields. |
| NSR column order not preserved on download. | Updated the dependency array in useColumnDefinitions to prevent unnecessary resets when fields haven't changed. |
| Redirect shows blank page in new UI | Resolved routing issue to ensure redirects function correctly and no longer lead to empty pages. |
| Duplicate groups shown in "Allocate to Group" dropdown when group restrictions are configured. | Eliminated an issue where group names appeared twice in the dropdown menu when group restrictions were configured for exception allocation. |
| Intermittent misplacement of "Run Process" button. | Corrected a UI issue that caused the "Run Process" button to appear in the wrong location. |
| Incorrect "Unprocessed Transactions" error on partially matched submissions. | Addressed an edge case introduced by a previous fix involving multi-value custom fields. This caused some partially successful matches involving manual nets to incorrectly display an "Unprocessed Transactions" error in rollups. Fix applied to enable manual nets to work when not involved in rollup rules aggregation; the fix for the latter is in progress |
| Manual matching incorrectly blocked in valid scenarios. | Resolved an issue where users were unable to apply manual matches on select same-sided transactions summing to zero, even when manual matching was globally disabled. This behavior now works as intended. |
| Incorrect date display on Volume dashboard for certain time zones. | Fixed an issue where dates were inaccurately displayed on the Volume dashboard for users in specific time zones. |