Academy
2024

Version 14.10 - December

Highlights of version 14.10

The highlight of 14.10 is the chaining of processes by trigger code: in Automation Rules, you can now start a data preparation flow as soon as the previous process finishes, instead of relying solely on fixed time windows. The version also features the deletion of open reconciliations without data in Data Purge, with filters by period, Reconciliation Map, and folders, as well as a preview of what will be removed before confirming — keeping the platform clean and focused on what matters. Other new features and fixes are detailed below.

 


 

14.10.0 - December 27, 2024

New Features

Deletion of open reconciliations without data

Available in Settings → Information Security → Data Purge, under the Reconciliations purge type. You can now delete open reconciliations that have no data and will no longer be used all at once, keeping the platform clean and focused on what matters.

  • Filter the reconciliations to be purged by period (start and end reference dates), Reconciliation Map, and folders/subfolders.

  • See, before confirming, the number of reconciliations that will be deleted and a sample of what the filter returned.

Sequence from Automation Flow by trigger code

Available in the Automation Rules of processes when configuring automation. You can now chain one process after another using the trigger code, linking processes registered in the Automation Flow to your data preparation flow without relying only on time windows.

  • Choose the Automation type Sequence from Automation Flow and enter the trigger code.

  • Trigger execution as soon as the previous process finishes, instead of estimating a fixed time interval.

Improvements

No improvements in this version.

Fixes

No fixes in this version.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.10.1 - December 31, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed a failure in archiving account attachments in Account Substantiation.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.10.2 - January 7, 2025

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error that requested a password at login even in environments with LDAP authentication.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.10.3 - January 10, 2025

New Features

Folder code and name in the name of exported files

Available in Settings → Reports and Exports → Export Layouts, when setting up the file name mask. You can now include the folder code and name in the names of generated files, making it easier to organize and locate large volumes of exports — useful for those working with many folders, such as one Tax ID (CNPJ) per folder.

  • Use the new variables {folderCode} and {folderName} in the mask, in CSV, Excel, PDF, HTML, and Fixed-position output formats.

  • Combine with existing variables, such as date and time, to standardize the name of each file.

Improvements

No improvements in this version.

Fixes

  • Fixed an error that prevented opening the Automation Flow.

  • Fixed the reading of the Excel step in the data preparation flow when the tab name contained spaces.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.10.4 - January 16, 2025

New Features

No new features in this version.

Improvements

  • In results export to Excel, the limit per tab increased from 500,000 to 1 million rows.

Fixes

  • Fixed the Identification Rule, which did not automatically recognize CSV files during loading.

  • Fixed the SQL step of the data preparation flow, which showed an error when handling columns with names containing spaces.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.10.5 - January 23, 2025

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an import error where data from certain files was not recognized during loading.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.10.6 - January 23, 2025

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed authentication for the Web Service (REST API) source, which prevented login completion.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.10.7 - February 5, 2025

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error that created folders with duplicate codes and names.

  • Fixed the data sample date picker in the data preparation flow, which changed the date before the user confirmed.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.10.8 - February 14, 2025

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed slowness in Account Substantiation caused by account balance processing.

  • Fixed reconciliation, which was not bringing unreconciled items from the previous month.

  • Fixed a permission error that blocked access to configuration screens when saving the data preparation flow and navigating the menu.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.10.9 - March 19, 2025

New Features

No new features in this version.

Improvements

  • The platform now prevents starting a new execution of a process or automation flow that is still in progress, avoiding duplicate parallel executions.

Fixes

  • Fixed the cancellation of data purge, which did not stop the process and continued until the end.

  • Fixed an error that improperly canceled scheduled automation flows.

Points of Attention (Breaking Changes)

No points of attention in this version.

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