2024-07-02 Release Notes

🎉 New Feature

• Account names can now be modified.
  • Added single and batch update features for account names.
  • Path: "Account" -> "Tickets" -> "Member / Account" -> "Modify account name".
  • Access permission to "Modify account name" page: account.account_name_update

🪀 Optimization and Bugfix

• Unified the operations of the transfer feature. Path: Stock Management -> Transfer In -> Transfer In Path: Stock Management -> Transfer Out -> Transfer-out Securities Details

• Introduced batch approval operation for "Submit as Successful" and "Submit as Failed" for Transfer Out; "Manual Debit" page now includes client A/C number information.

  • Introduced batch approval operation for "Submit as Successful" and "Submit as Failed" to Transfer Out; "Manual Debit" page now includes client A/C number information.
  • Path: Stock Management -> Transfer Out -> Transfer-out Securities Details

• Deposit matching optimization 202405

  • Added a new field for remark input to the manual link operation.
  • Introduced a display entry for bank card details to the bank card manual link operation.

• Updated the name of the channel exchange entry.

  • The entry name has been updated to "Channel Exchange Order" to accurately reflect all records, including normal submission, success, failure, and exceptional records.