December 25, 2025

V3.7.14a

Feature Enhancements

Business Data Module Upgrade
Business data supports execution on a scheduled basis
Task Center
Automatic adjustment of data retrieval frequency

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December 15, 2025

V3.7.14

Feature Enhancements

Transaction reconciliation - Supports M:N reconciliation
The balance panel supports filtering by currency

Technical Upgrades

Data access architecture upgrade (involving 28 chains)
API access architecture upgrade

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November 25, 2025

V3.7.13

Feature Enhancements

Transaction Recognition / Journal Automation now supports scheduled / periodic execution
Rolling Reconciliation capability added

Improvements

CSV parser now supports more CSV format variations
CSV upload pre-checks added
Locking mechanism optimized
Internal Transactions / Journal capabilities enhanced

Technical Upgrades

Compatible with Garden Porter forwarding
Garden Flipside data source integrated
Daily transaction sync interval is now configurable
Garden K8s architecture upgraded
Big data processing optimized and enhanced

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November 11, 2025

V3.7.12

Support copying automation rules
Optimize the content of payment failure emails
The download component now displays file expiration time
Asset symbols now support Chinese characters
Optimize journal data export
The platform dropdown menu now supports “Select All”
Optimize text-type condition logic in business data automation
Add missing permission bits

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October 23, 2025

V3.8

Balance reconciliation supports exporting reconciliation results
Account Balance export supports the most granular-level details
Internal Transfer to Journal automation conditions need to support Platform
Derivatives – Journal rules: Type needs to support multi-selection

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August 18, 2025

V3.7.9

Four-Party Reconciliation

Transaction reconciliation supports periodic reconciliation
Transaction reconciliation supports cross-currency reconciliation
Reconciliation rules upgrade – support for configuring additional equality conditions beyond core fields; support for cross-currency reconciliation by converting amounts into the reporting currency
Reconciliation module adds a reconciliation results page
Transaction reconciliation supports business data-to-business data reconciliation, and allows reconciliation results to be used as reconciliation data for further reconciliation with transaction flows

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July 25, 2025

V3.7.8b

Upgrade transactions vs. reconciliation transactions: the matching rule configuration supports "one-to-many" matching based on rules. There are two types of one-to-many rule matching: ID-based matching and quantity-based matching.

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July 17, 2025

V3.7.8a

Support for automatic reconciliation data backfilling

Open API now supports entering auxiliary accounting information when importing transaction flows

Open API now supports returning auxiliary accounting information when retrieving transaction flow lists

Transfer Automation conditions now support auxiliary accounting dimensions

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July 10, 2025

V3.7.8

Added a Type filter to the Trade list for quicker search

Optimized the source field display in the Trade list and detail pages for clearer information

The Transfer list now supports filtering by Internal Transfer and Trade

Improved Transfer data source for more stable deletion and better performance

Manual tagging is now supported for internal transfers, making classification easier

In Trade Automation, the Trade Type condition is now optional for more flexible configuration

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June 28, 2025

V3.7.7

Valuation calculations now support over-budget scenarios for more accurate results

Fair value adjustments can now be assigned to specific accounts for easier tracking and reporting

Crypto asset valuation now supports per-sub-account calculation for clearer breakdowns

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June 7, 2025

V3.7.6

Internal transfer and spot transaction identification & accounting rules optimization

Text-assisted accounting fields support search in some scenarios

Partial data flow state upgrade (job)

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May 19, 2025

V3.7.5

Report export now supports multi-level COA, providing a more complete account hierarchy

Introduced Token Mapping to better identify and match crypto assets

Added a new PnL calculation method for derivatives — options are now calculated based on Cost Basis

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May 6, 2025

V3.7.4

Reports now support multi-level COA, with full visibility and statistics for parent and child account balances and transactions

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March 14, 2025

V3.7.2a

Spot valuation supports custom frequencies

System architecture upgrade to support horizontal scalability

Automating deployment upgrades improves deployment efficiency

The log completion service collects, uniformly processes, and analyzes logs, improving the efficiency of troubleshooting

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March 14, 2025

V3.7.2b

Valuation automation rule Amount supports configuring calculation formulas

Exchange account API Key/Secret can be obtained from Apollo and decrypted via KMS

Import initial balance

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February 10, 2025

V3.7.1

Multi-level COA and COA Import

Token Vesting project creation, vesting schedule generation

OpenAPI Upgrade (Add Currency, Remove Source)

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February 7, 2025

V3.6.7b

Reconciliation work supports adding business data

The contract supports one-way position holding

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January 14, 2025

V3.6.6

Navigation Structure Adjustment Dsh

Boss backend controls entity status

[Optimization] Journal list supports filtering by Journal No. (including the reconciliation Detail Ledger list)

Customized Pricing Phase II (Handling of Historical Prices)

Balance data accessed from the business system

Support for Electrum Multisig Wallet

Reconciliation of the balance of the total equity of the exchange account

Api adds signature verification

Profit and Loss accounts record the original currency Phase II (report expansion currency and export)

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January 14, 2025

V3.6.7a

Electrum Multi-Signature Wallet Phase II (Routine Update)

Balance verification for a single account

Draft and Approval of Journal

Enhancement of user management in the boss backend system

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December 24, 2024

V3.6.5

Broker Inventory Planned Cost Method - First recognize cost at market price and then transfer real cost (DTCPay)

Profit and loss accounts record the original currency (BYEX/Bitlayer)

Bank API Access (Saltedge)

Endpoint (DTCPay) for Netsuite Data Synchronization

Research and Implementation of Big Data Table Hot Partitioning Scheme

Private Deployment Adjustment and Drill

Automatically refresh the balance (BYEX, Amber) at 24:00

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November 25, 2024

V3.6.4

Balance Verification Upgrade (Amber)

Optimize Internal transfer recognition: Amount tolerance

Structural Preparation for Private Deployment

Extranet request forwarding

Implementation of Big Data Partitioning Schemes for Data Tables such as Journal, Ledger, and Entry

Periodically perform Physical Deletion of marked-for-deletion records in the Tx table

Tx Page Comprehensive Speed and Experience Optimization - Default Query for the Past Year, Separation of Aggregate and Statistical Data

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October 26, 2024

V3.6.3c

Foreign currency support for broker inventory cost accounting.

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September 15, 2024

V3.6.3b

The admin backend supports project creation

Standard version with self-service payment using Stripe

Customers can import data via the Elven OpenAPI interface

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August 22, 2024

V3.6.2b

Dashboard functionality

Chinese language optimization

Quick creation of counterparties in the transaction list

Add/edit account includes name duplication check

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August 22, 2024

V3.6.3a

CSV import journal

Customer information KYC (Know Your Customer)

Add a free version in the product version

Upgrade the synchronization data process parameter configuration

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August 10, 2024

V3.6.2a

Assets and Pricing Management

Derivatives

Counterparty re-identification automation rule

Batch import of balances

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July 24, 2024

V3.6.1b

Assets list (spam token, add smart contract, add small tokens, LP token ERC20)

Derivatives - Transaction split: Transfer, Trade, Gain/Loss

Derivatives - Transfer automation: display built-in automation rules

Derivatives - Integrate derivatives data (check once, Binance, Deribit)

Derivatives - Position report

Derivatives - Transfer: add account balance after a single transaction

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July 14, 2024

V3.6.1a

Delete Treasury Account

Improve permissions for the project Administrator

Interactive page - Management of BusinessDataAutomationRule

Batch import of wallet addresses

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December 25, 2025

V3.7.14a

Launched

Feature Enhancements

Business Data Module Upgrade
Business data supports execution on a scheduled basis
Task Center
Automatic adjustment of data retrieval frequency

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December 15, 2025

V3.7.14

Launched

Feature Enhancements

Transaction reconciliation - Supports M:N reconciliation
The balance panel supports filtering by currency

Technical Upgrades

Data access architecture upgrade (involving 28 chains)
API access architecture upgrade

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November 25, 2025

V3.7.13

Launched

Feature Enhancements

Transaction Recognition / Journal Automation now supports scheduled / periodic execution
Rolling Reconciliation capability added

Improvements

CSV parser now supports more CSV format variations
CSV upload pre-checks added
Locking mechanism optimized
Internal Transactions / Journal capabilities enhanced

Technical Upgrades

Compatible with Garden Porter forwarding
Garden Flipside data source integrated
Daily transaction sync interval is now configurable
Garden K8s architecture upgraded
Big data processing optimized and enhanced

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November 11, 2025

V3.7.12

Launched

Support copying automation rules
Optimize the content of payment failure emails
The download component now displays file expiration time
Asset symbols now support Chinese characters
Optimize journal data export
The platform dropdown menu now supports “Select All”
Optimize text-type condition logic in business data automation
Add missing permission bits

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October 23, 2025

V3.8

Launched

Balance reconciliation supports exporting reconciliation results
Account Balance export supports the most granular-level details
Internal Transfer to Journal automation conditions need to support Platform
Derivatives – Journal rules: Type needs to support multi-selection

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August 18, 2025

V3.7.9

Launched

Four-Party Reconciliation

Transaction reconciliation supports periodic reconciliation
Transaction reconciliation supports cross-currency reconciliation
Reconciliation rules upgrade – support for configuring additional equality conditions beyond core fields; support for cross-currency reconciliation by converting amounts into the reporting currency
Reconciliation module adds a reconciliation results page
Transaction reconciliation supports business data-to-business data reconciliation, and allows reconciliation results to be used as reconciliation data for further reconciliation with transaction flows

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July 25, 2025

V3.7.8b

Launched

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July 17, 2025

V3.7.8a

Launched

Support for automatic reconciliation data backfilling

Open API now supports entering auxiliary accounting information when importing transaction flows

Open API now supports returning auxiliary accounting information when retrieving transaction flow lists

Transfer Automation conditions now support auxiliary accounting dimensions

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July 10, 2025

V3.7.8

Launched

Added a Type filter to the Trade list for quicker search

Optimized the source field display in the Trade list and detail pages for clearer information

The Transfer list now supports filtering by Internal Transfer and Trade

Improved Transfer data source for more stable deletion and better performance

Manual tagging is now supported for internal transfers, making classification easier

In Trade Automation, the Trade Type condition is now optional for more flexible configuration

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June 28, 2025

V3.7.7

Launched

Valuation calculations now support over-budget scenarios for more accurate results

Fair value adjustments can now be assigned to specific accounts for easier tracking and reporting

Crypto asset valuation now supports per-sub-account calculation for clearer breakdowns

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June 7, 2025

V3.7.6

Launched

Internal transfer and spot transaction identification & accounting rules optimization

Text-assisted accounting fields support search in some scenarios

Partial data flow state upgrade (job)

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May 19, 2025

V3.7.5

Launched

Report export now supports multi-level COA, providing a more complete account hierarchy

Introduced Token Mapping to better identify and match crypto assets

Added a new PnL calculation method for derivatives — options are now calculated based on Cost Basis

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May 6, 2025

V3.7.4

Launched

Reports now support multi-level COA, with full visibility and statistics for parent and child account balances and transactions

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March 14, 2025

V3.7.2a

Launched

Spot valuation supports custom frequencies

System architecture upgrade to support horizontal scalability

Automating deployment upgrades improves deployment efficiency

The log completion service collects, uniformly processes, and analyzes logs, improving the efficiency of troubleshooting

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March 14, 2025

V3.7.2b

Launched

Valuation automation rule Amount supports configuring calculation formulas

Exchange account API Key/Secret can be obtained from Apollo and decrypted via KMS

Import initial balance

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February 10, 2025

V3.7.1

Launched

Multi-level COA and COA Import

Token Vesting project creation, vesting schedule generation

OpenAPI Upgrade (Add Currency, Remove Source)

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February 7, 2025

V3.6.7b

Launched

Reconciliation work supports adding business data

The contract supports one-way position holding

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January 14, 2025

V3.6.6

Launched

Navigation Structure Adjustment Dsh

Boss backend controls entity status

[Optimization] Journal list supports filtering by Journal No. (including the reconciliation Detail Ledger list)

Customized Pricing Phase II (Handling of Historical Prices)

Balance data accessed from the business system

Support for Electrum Multisig Wallet

Reconciliation of the balance of the total equity of the exchange account

Api adds signature verification

Profit and Loss accounts record the original currency Phase II (report expansion currency and export)

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January 14, 2025

V3.6.7a

Launched

Electrum Multi-Signature Wallet Phase II (Routine Update)

Balance verification for a single account

Draft and Approval of Journal

Enhancement of user management in the boss backend system

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December 24, 2024

V3.6.5

Launched

Broker Inventory Planned Cost Method - First recognize cost at market price and then transfer real cost (DTCPay)

Profit and loss accounts record the original currency (BYEX/Bitlayer)

Bank API Access (Saltedge)

Endpoint (DTCPay) for Netsuite Data Synchronization

Research and Implementation of Big Data Table Hot Partitioning Scheme

Private Deployment Adjustment and Drill

Automatically refresh the balance (BYEX, Amber) at 24:00

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November 25, 2024

V3.6.4

Launched

Balance Verification Upgrade (Amber)

Optimize Internal transfer recognition: Amount tolerance

Structural Preparation for Private Deployment

Extranet request forwarding

Implementation of Big Data Partitioning Schemes for Data Tables such as Journal, Ledger, and Entry

Periodically perform Physical Deletion of marked-for-deletion records in the Tx table

Tx Page Comprehensive Speed and Experience Optimization - Default Query for the Past Year, Separation of Aggregate and Statistical Data

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October 26, 2024

V3.6.3c

Launched

Foreign currency support for broker inventory cost accounting.

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September 15, 2024

V3.6.3b

Launched

The admin backend supports project creation

Standard version with self-service payment using Stripe

Customers can import data via the Elven OpenAPI interface

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August 22, 2024

V3.6.2b

Launched

Dashboard functionality

Chinese language optimization

Quick creation of counterparties in the transaction list

Add/edit account includes name duplication check

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August 22, 2024

V3.6.3a

Launched

CSV import journal

Customer information KYC (Know Your Customer)

Add a free version in the product version

Upgrade the synchronization data process parameter configuration

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August 10, 2024

V3.6.2a

Launched

Assets and Pricing Management

Derivatives

Counterparty re-identification automation rule

Batch import of balances

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July 24, 2024

V3.6.1b

Launched

Assets list (spam token, add smart contract, add small tokens, LP token ERC20)

Derivatives - Transaction split: Transfer, Trade, Gain/Loss

Derivatives - Transfer automation: display built-in automation rules

Derivatives - Integrate derivatives data (check once, Binance, Deribit)

Derivatives - Position report

Derivatives - Transfer: add account balance after a single transaction

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July 14, 2024

V3.6.1a

Launched

Delete Treasury Account

Improve permissions for the project Administrator

Interactive page - Management of BusinessDataAutomationRule

Batch import of wallet addresses

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