Enhanced External Sharing Management

The External Sharing page has been improved to make managing associations with accountants and business advisors simpler and more consistent, both at group and company level.

When removing an existing association with an accountant or business advisor, the confirmation modal now correctly reflects the company's perspective. This ensures the message displayed matches the action actually being performed, removing ambiguity and making the removal process clearer and more reliable.

The page's data refresh behavior has also been improved. After creating a new association through the Associate Accountant / Advisor feature, the new share now appears automatically in the list of existing shares, without requiring a page refresh. This keeps the list of associations always up to date and gives users immediate confirmation that their action was successful.

Together, these improvements make External Sharing easier to navigate and trust, with clearer communication during both association and removal actions, and real-time visibility into any changes made.

Benefits:

- Clearer, more accurate confirmation messages when removing associations;

- Consistent messaging aligned with the company's perspective;

- New associations appear instantly, with no page refresh needed;

- Reduced ambiguity during removal actions;

- More reliable and up-to-date view of existing shares;

- Improved overall experience when managing accountants and advisors.

Available in all geographies.

You can try this feature here.