Release Date: March 21, 2026

 

Technical Updates/Defects

• Manage Filters feature bugs have been resolved. Users may now edit filters on the fly without experiencing any inadvertent changes.
• Accounting page exports have been updated so leading and trailing zeroes in GLIDs will remain intact when exported to Excel. 

• Technical fix in Fund Reporting Fund detail view

Reporting

• Groundwork is being laid for transition of reporting from SSRS to Grid format. We will be rolling out the new reporting experience to Early Adopters. If you would like to participate and provide feedback to help shape the platform, please reach out to support.balance@evertrue.com.  

Accessibility

• Improved accessibility across Balance, including better labels, alt text, and support for assistive technologies.