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Latest Product Updates

Release 13.18.0 ***UPCOMING***

Upload Capacity

  • Increased upload capacity: Individual files can now be up to 150 MB.
  • High-volume usage warnings: A confirmation modal now appears when extracting more than 100 files or high page counts, preventing accidental high VPU consumption.

Bulk Exports & Enhanced Keyword Search

  • Batch export downloads: Multiple export files can be selected and downloaded together as a ZIP archive.
  • Multi-column keyword search: Quick keyword search now covers all transaction columns instead of just the description field.
  • Visualization category label counter: Shows an active count of visualization category labels in use, with warning indicators as you approach the 100-category limit.

Column Defaults

  • Direct file access: The “File” column in Bank Statements / To Assign is now on by default for new users.
  • Column adjustment: ERP columns (Creation Type, Available, ERP Debits, ERP Credits) are now hidden unless an ERP extract has been loaded.

Release 13.17.0

More Cash Flow Visualization Improvements

  • Amount display units: The On/Off amount toggle is now a four-option selector — Off, Dollars, Thousands, Millions. Defaults to whole dollars to reduce label crowding on dense charts; tooltips still show cents.
  • Image downloads: Downloaded chart images (cash flow and account balances) can now include clear dollar amounts for use in legal reports and testimony. Downloads respect current label visibility settings. Also fixed: modal outflow numbers now show negatives in parentheses, and account-selection calculations were corrected.

Release 13.16.0

Document Upload & File Limits

  • Bulk upload expansion: Document uploads increased from 100 to 500 documents at a time to support high-volume client workflows.
  • Upload limit messaging: Fixed inaccurate UI messaging about transaction list CSV upload limits.

Cash Flow Visualization Improvements

  • PNG image downloads: Visualizations can now be downloaded as PNG for users whose security policies restrict SVG files.
  • Cash flow label fix: Cash Flow exports no longer omit category labels.
  • Sankey flowline accuracy: Fixed amount mismatches between Sankey internal transfer flowlines and the transaction grid.
  • Unused label identification: Visualization labels with zero assigned transactions are now flagged so investigators can prune them before hitting the 100-label limit.
  • Account statement grid export: Added export of the account statements grid, including status indicators, to Excel and visual graphs.

Grid Performance

  • Checks grid freeze fix: Fixed a pagination lockup that froze the grid when scrolling to the end of the Total tab.

User Setup

  • Automated welcome emails: New users automatically receive welcome and password setup emails, removing manual admin steps.