This release introduces improvements to Business Financials usability, document uploads, API consistency, admin controls, and deal validation, along with targeted bug fixes to improve accuracy and reduce confusion.
Bug Fixes
Deal ID Validation
Deals can no longer be saved without a Deal ID, preventing blank or undefined values.
Schedule C Summary Accuracy
Fixed an issue where Schedule C Dynamic Summary totals could combine incorrectly.
Unstructured Document Deletion
Unstructured documents are now fully removed when deleted.
Enhancements
Clearer Business Financial Error Indicators
Parent categories no longer appear as errors when uncategorized; only child line items requiring action are highlighted.
Direct Upload of Business Financial Documents
Unstructured business financial documents can now be uploaded directly to an entity and are automatically associated with the entity’s EIN.
Custom Adjustment Field Names via API
Renamed adjustment fields now return the custom name in API responses.
Restricted Tenant Admin Permissions
Tenant Admins now have view-only access to financial categories and statement fields in the Portal Admin Panel.
Overall Impact
This release improves clarity, accuracy, and efficiency across FlashSpread by making Business Financial reviews easier to understand, simplifying document uploads, aligning API responses with user-defined report fields, and safeguarding tenant configurations. Clients should experience smoother workflows and more reliable data across both the Portal and API.
