Changelog

Bug Fixes and Improvements

Email Contact Information - We have refreshed older TA email templates with updated Stax.ai contact information.

Quarterly Statement Period Start Dates - We resolved an issue where quarterly statement imports could use the wrong period start date and require manual correction.

Statement Editing After Approval - We fixed a workflow issue that prevented statement edits after an internal approval had already been applied.

Statement Visibility in TPA Plans - We resolved an issue where statements could appear in dashboards but not in the related TPA plan view.

Bug Fixes and Improvements

Trust Accounting Sheet Generation - Resolved an issue where custom format Trust Accounting sheets were failing to generate correctly for certain plans, ensuring reliable export of trust accounting data in your preferred format.

Trust Accounting Scheduled Scripts - Fixed an issue where scheduled Trust Accounting scripts were not running as expected, restoring automated processing functionality.

Trust Accounting Statement Download - Resolved an issue preventing certain trust accounting statements from being downloaded, ensuring reliable access to statement files.

Transaction Details Population - Fixed an issue where transaction details were not populating on the account summary page after saving changes to transaction details within a statement.

Plan Status Display for Ignored Accounts - Fixed an issue where plans with all accounts set to "ignore" in TPA Assets were incorrectly showing as "missing" instead of "ignore," causing confusion when reviewing plan status.

Bug Fixes

Transaction Details Population - Resolved an issue where transaction details were not automatically populating on the account summary page after linking a missing statement to an account, requiring manual intervention to view transaction information.