Changelog
New updates and improvements to xBav.
v1.2.0November 28, 2024
AI Processing & Client Portal
- Added 'Process with AI' button to Documents page for instant extraction.
- Launched Client Portal for secure document sharing and status tracking.
- Added 'Auto-process' toggle to Upload Wizard.
- Improved mobile responsiveness for entity dashboards.
v1.1.0November 15, 2024
Global Uploads & Reconciliation
- Introduced Global Uploads page for bulk file management.
- Added Bank vs. GL matching interface.
- Implemented drag-and-drop file zones.
- Added support for PDF and Excel file previews.
v1.0.0November 1, 2024
Initial Release
- Core Firm Dashboard with KPI cards.
- Entity management system.
- Basic document storage.
- User authentication and role management.