Release Date: June 8, 2024

Dashboard

• The Dashboard page has been updated with new links for Knowledge Base articles.
• The Banner showing the current open period has been updated to include fiscal year end.

Reporting

• Standard reports and User Defined Reports got some major updates and should all be working. Let us know if you have any trouble with a report at this point.
• Print Summary option is now available to run within Fund actions menu.
• Deployed a fix for an issue with wrapping of amounts.

Import/Export

• Several defects related to exports have been resolved, including issues regarding header requirements and exporting open accounting periods.
• Defect regarding Investment Manager Activity Import related Duplicate GLIDs validation has been corrected.

Miscellaneous

• Fund Detail Tab relabeled from “Reporting Fields” to “Optional Fields”.
• Time out issue resolved - users no longer need to clear cache/cookies to log back in after being logged out for inactivity.

 

Please reach out to support.balance@evertrue.com if you experience any issues or notice any defects within the Balance V4 platform.