Business Account access and a run of fixes

Released: 8 September 2026

Summary

This build is mostly about Business Account access controls, along with a run of ledger, teller and reporting fixes. Business Account access now follows an administrator's assigned role instead of a match on their email address, a checkbox controlling that access is fixed, and staff without access see a clear message instead of a technical error. Trial Balance reports show the correct opening balance for a mid-year date range, the Saving Snapshot report shows each member's group again, and loan reports keep working when the caching service is briefly unavailable. Teller Transaction History gained download, print and balance display, the Accounts tab shows a loan's balance, interest and charges at a glance, member account statements always show the member's name, and invoice lists can filter payment and invoice status separately.

What's new

• Business Account access is now based on an administrator's assigned role instead of a match on their email address.
• Turning an administrator's Business Account access on or off saves correctly.
• Administrators without Business Account access see a clear message instead of a technical error, and no longer see a Business Account menu they cannot use.
• Trial Balance and Comprehensive Trial Balance reports show the correct opening balance when you filter to a range starting partway through the year, instead of always showing the balance from the start of the year.
• The Saving Snapshot report shows each member's group again on download.
• Invoice lists let you filter by invoice status and payment status separately.
• Loan reports no longer fail to load when the caching service is briefly unavailable, as seen at one institution in Uganda; the system now falls back to fetching data directly.
• Teller Transaction History can be downloaded or printed, and shows the account balance alongside each transaction.
• The Accounts tab shows a loan's balance, interest and charges at a glance, without needing to open each loan individually.
• Member account statements always show the member's name.
• An error blocking submission of some application forms because of the phone number format is fixed.
• An error blocking admins from deleting a pending charge is fixed.
• An error adding a charge, caused by a delayed-charge frequency option not showing, is fixed.
• An error sending the verification code for a group cash withdrawal is fixed.
• The reconciliation report shows only transactions for the ledger you select, instead of pulling in unrelated ones.
• Newly registered members can receive the email code needed to verify their email address during registration, as seen at an institution in Kenya.
• Resetting your password by phone no longer turns off email verification, and resetting by email no longer turns off SMS verification.
• A stray pipe symbol at the end of an entry's narration in the accounting entries report no longer shows when there is no comment.
• The application no longer hangs after clicking the action icon while deleting a loan application charge.

What this means for you

Nothing here needs preparation. If your administrators use the Business Account, check that the right people still have access: it now follows their assigned role rather than their email address.

Questions? Reach out to Wakandi Support at support@wakandi.com.