We're excited to announce our latest set of release items for NXG. Below are release notes providing an overview on various enhancements, additions, and fixes which will hopefully improve your experience of the product.
If you would like more information on any of the items in these, or previous release notes, then please reach out to your CSM for assistance.
Transactions
- Updated "View All" Category Option: The "View All" option found on each category card on the transactions overview page has been updated, and now allow users to quickly link through to view everything in a category on the transaction summary page, no matter on the workflow state, without manually adjusting filters
- Added Comments Column: The transaction summary grid has been enhanced with the ability to add the transaction comments column which displays the last comment added against each transaction. Addition of the comments column is through the customise columns feature and is also included in data exports
- Manual Credit Linking: The functionality to allow manual matching of transactions has been improved to now allow users to manually select and match credits to transactions. This allows users to improve workflow completeness by matching credits which wouldn't have been linked normally
Suppliers
- New ERP ID Filter Option: All supplier pages now include a new ERP ID filter that allows users to filter suppliers by their ERP system, enabling streamlined workflow management across different ERP platforms
- Extended Supplier Dormancy Limits: The dormancy limit threshold has been extended from the previous 48-month maximum to support an unlimited time period, allowing users to identify and manage suppliers that have been dormant for extended periods
- Added Organisation Group Filtering: A new organisation group filter has been added to supplier pages to improve supplier categorisation and enable more efficient supplier management workflows
- Enhanced Custom Settings Indicators: The supplier interface has been enhanced to clearly indicate when suppliers have custom settings configured, providing better visibility and reducing the volume of support enquiries
Statement Matching
- New Line Item Workflow States: New workflow states have been implemented for statement line items that contain errors, providing users with better tracking capabilities and more effective management of the error resolution process
- Enhanced Manual Matching Controls: Manual matching and unmatching capabilities have been enhanced for statement line items, allowing users to correct automatic system matching errors and manage complex reconciliation scenarios more effectively
- Improved Column Management Tools: Bulk delete functionality has been added for additional columns on statement mapping pages, reducing visual clutter and allowing users to focus on the core data fields most relevant to their workflow
- Extended Custom Dashboard Reporting: The new line level end states are now available for reporting in Custom Dashboards, enabling users to quantify and track the value delivered through their statement reconciliation work
Bug Fixes
- Resolved Statement Column Navigation Issue: Fixed an issue where resizing or moving columns during statement mapping would cause the interface to unexpectedly switch to a different supplier's statement without user warning or confirmation
- Fixed User Workflow Report Display: Resolved a bug in the user workflow report where unresolved transactions assigned to users were not reappearing in the "Longest Assigned Not In Progress Risks" table after being marked as unresolved
- Corrected Transaction Filter Saving: Fixed an issue where newly created transaction filters were not being saved properly, ensuring that all filter configurations now persist correctly across user sessions