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14 October 2026 Next Generation screen and maintenance release

What's new?

This release brings stability and performance enhancements alongside a few bug fixes. There are no new features in this update, but the changes made set the stage for a smoother, more consistent experience going forward.

To access your Digital Assistant, just click on the bubble icon in the bottom right-hand side corner, then click Ask a question and select the module you wish to learn about.

For any feedback on our Next Generation screens, please contact our Support department.


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How this version will be made available


This release will be automatically rolled out to all customers at approximately 6pm, on Wednesday, 9th of October 2026.

Additional information

This release contains the following bug fixes:

Azure DevOps ID: 2715361
​Summary: We are now over fetching and filtering on Plaid transactions to correctly honour the 'Authorised Date' date range request.
​Support Reference/Ticket: 215476163337023, 215475754713617
​Linked Azure DevOps Tickets: N/A

Azure DevOps ID: 2781874
​Summary: Multi Entity with nominal category filtering - If you had a lot of transactions when allocating, you were getting a failed to validate cash allocation message because a timeout occurred. This has now been resolved.
​Support Reference/Ticket: 215476245351812
​Linked Azure DevOps Tickets: N/A

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