Academy
2024

Version 14.8 - September

Version 14.8 Highlights

The highlight of 14.8 is the arrival of reconciliation tasks in the Dattos Tasks module: activities generated from reconciliations now appear alongside others, with statuses updated automatically as reconciliation stages progress — providing more consistency between what you reconcile and what you monitor in Dattos Tasks. Other news and fixes are detailed below.

 


 

14.8.0 - September 13, 2024

New Features

Reconciliation tasks in the Dattos Tasks module

Available in the Dattos Tasks module. Tasks generated from reconciliations now appear alongside other tasks, with the status updated automatically as reconciliation stages are completed — more consistency between what you reconcile and what you track in Dattos Tasks.

  • Track reconciliation tasks in the same place as other tasks.

  • Status is updated automatically as reconciliation stages progress.

  • Fields such as End date, Recurrence, Assignee, and Delivery time are locked in these tasks, avoiding discrepancies between the reconciliation and the task.

Improvements

  • It is now possible to register standard justifications directly in the Reconciliation step of the data preparation flow, speeding up reconciliation configuration.

  • Dattos Formula now better handles fields that return empty or null values, without requiring formula adaptations to obtain the correct result.

  • License Control now displays the number of input sources, with clearer and more precise information collection and presentation for tracking license usage.

  • In monthly task recurrence, you can now create tasks for the nth business day of the month — useful for accounting closings and recurring payments.

Fixes

No fixes in this version.

Points of Attention (Breaking Changes)

  • In environments with SSO (Single Sign-On), logout has become more secure: by clicking Exit, the session is correctly terminated and you are taken to a logout page, requiring a new login to gain access again.

 


 

14.8.1 - September 23, 2024

New Features

No new features in this version.

Improvements

  • On the Process Execution screen, file-type sources now warn when no file is selected, making it clear that data already processed in that source will be preserved.

Fixes

  • Fixed an error where attachments disappeared from accounts in Account Substantiation.

  • Fixed a timeout error during file importation.

  • Fixed an error in file upload for importation.

  • Fixed error handling in the bulk assignee file upload for Account Substantiation when there were duplicate records.

  • Fixed a failure in page switching within session management.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.8.2 - September 24, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error in Account Substantiation where some accounts appeared with statuses and executors different from expected.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.8.3 - September 26, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error in loading the trial balance in Account Substantiation where support entries were duplicated.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.8.4 - September 30, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error where some files were not automatically recognized in data preparation flows.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.8.5 - October 3, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error in file upload for importation.

  • Fixed the Reconciliation step of the data preparation flow, which did not allow canceling a manual import.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.8.6 - October 10, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error where data from a date field was not displayed.

Points of Attention (Breaking Changes)

  • The relevance rule for configuration packages was removed. It was seldom used and, in some cases, could prioritize a package other than the expected one; now the execution of packages linked to the folder follows the expected behavior.

 


 

14.8.7 - October 14, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error in the Excel step of the data preparation flow when loading an XLSX file with multiple tabs and merging them into a single tab.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.8.8 - October 17, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed the Fill step of the data preparation flow, which stopped filling the sample after a change in a previous step.

  • Enabled the scroll bar in the data preparation flow sample.

  • Fixed an error when importing the trial balance in Account Substantiation when the folder did not have a linked approval level.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.8.9 - October 24, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error where the data preparation flow reverted to a previous (inactive) layout version.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.8.10 - November 1, 2024

New Features

No new features in this version.

Improvements

  • License Control became more precise in the count of processed rows and in the import history, better reflecting actual environment usage.

Fixes

  • Fixed an error in the reconciliation process.

  • Fixed the folder selector, which did not keep the selected folder visible when closed or when switching folders.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.8.11 - November 4, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error in the process automation flow approvers.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.8.12 - November 6, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error that prevented completing a manual reconciliation with restriction (tolerance) in Reconciliation Analysis.

  • Fixed an error that prevented viewing the reconciliation analysis in Reconciliation Analysis.

  • Fixed the License Control screen, which went blank in some cases.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.8.14 - November 18, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error in Analytics that prevented reprocessing already uploaded files.

  • Fixed the Dattos Formula for dates, which did not correctly handle some specific formats.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.8.15 - March 31, 2026

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error where importation remained stuck with processing status.

Points of Attention (Breaking Changes)

No points of attention in this version.

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