We’re excited to share the latest updates to the Athennian platform, designed to enhance your workflows and streamline your experience. Here’s what's new:
What’s New
Classes - Authorized Amount Unlimited Checkbox
For Classes, when the Unlimited checkbox is selected, the placeholder text within the Authorized Amount text field will now display "Unlimited" instead of "0".
Entity Details - Tax Status
The Tax Status picklist field (located within General > Details > Tax Details) now includes the following additional values: Taxed, Non-taxed, and Passed Through.
What’s Fixed
Speed Improvements
- Dashboard - Recently Viewed Entities and Upcoming Tasks: You will now experience performance improvements in loading the Recently Viewed Entities and Upcoming Tasks on the Dashboard.
- Tasks: The Tasks section's speed is improved and loads faster.
- Access - Users and User Groups: The User Overview in Access loads faster.
New Experience Improvements
- People/Entities - Administrative Edit Name Change: The Effective Date field is not required for a Name Change Administrative Edit, maintaining the prior behaviour.
- Entities - Name Change: The Entity name change limit when editing an existing entity is now increased to 200 characters (instead of 100), to preserve the prior functionality.
- Entities - Directors in Overview for Non-Managed Entities: The Directors section on the Overview page is now visible for Not Managed entities (all entity types except LLCs), matching the prior behaviour.
- Entities - General > Custom Fields: Administrators can now edit or delete existing Custom Field Picklist values, keeping the prior functionality.
- Securities - Alter Class - Redesignation: You can now enter any Transaction Date when redesignating a Class, in the event there are no existing transactions, matching the prior behaviour.
Access Group(s) Filter for Read-Only and Summary-Only users
Read-Only users can now filter People and Entity records by Access Group(s) using the filter in the People and Entities section. Summary-Only users can now filter Entity records by Access Group(s) using the filter in the Entities section.
Beneficial Owner - Status Filter
Filtering by Beneficial Owner role in Affiliations or Associations now displays the correct results. Pending/Confirmed Beneficial Owners appear when the status applied is active, while Inactive Beneficial Owners appear when the status applied is inactive.
Access - User Email Address Edit
Administrators can now successfully edit an existing user’s email address in the Access User profile to a new email, in the event the user has already made attempts to log in with the new email.
Registrations - Affiliation Edit
Affiliations can now be edited within a registration without error.
AI Centralize - Principals
When using AI Centralize, and making an update to a principal because of resignation by adding an end date, the principal’s original start date remains in the entity profile, and is not overwritten.