Release Date: February 21, 2026

Accessibility/Cosmetic

• Documents and links on Fund Reporting Dashboard can now be re-ordered by dragging and dropping items in the table. 
• Balance logos have been updated throughout the application.

Defects

• Resolved several export formatting issues, including character issues in CSVs, text-to-decimal conversions, and spacing fixes in Investment Activity and Admin Fee exports
• Fixed defects related to custom UDR data sources

 

Accounting page look like this? This release may require you to do a hard refresh to view all pages properly.

If you notice any issues similar to the screenshot above, please do the following:

• Windows: Ctrl + F5 or Ctrl + Shift + R
• Mac: Command + Shift + R 

Contact support.balance@evertrue.com if any issues persist after a hard refresh.