UBS release notes

3.2.5: One conversational UBS Assistant

A persistent Ask UBS corner button opens a single chat without replacing the current entry form. The former Business Intelligence, Accounting Assistant and Smart Document Entry menu entries now lead to one UBS Assistant.
Explain a transaction to receive proposed debit/credit lines, an explanation and narration. Follow-up questions clarify payment method, loan interest, inventory policy and tax components instead of silently assuming them.
Invoice reading and business overview are available in the same chat. Suggestions and invoice drafts do not post to books. Company or user changes clear the chat context.
Android has a dedicated conversation area and pinned message box, with modal protection, minimization and Back navigation verified.

Expanded bundled offline accounting-question model and app guidance for backups, sync, invoice drafts, ledgers, items and bank reconciliation. Common questions calculate only the relevant report. Answers retain their report sources and company scope.
Assistant guidance is available without an open company; invoice extraction remains local and creates a draft for review.
Large Windows selection lists show searchable batches with a Show more option, avoiding thousands of row insertions on every keystroke.
Local books open without waiting for the startup cloud check. Cloud differences are reported in the background and reviewed through Back up & synchronise.
Android skips serialization for already accepted, unchanged screens. Pending edits, notices and unaccepted screen updates are retained.

Windows installers enroll daily complete local backups. Signed-in paid devices also make a daily cloud backup, due after 10 AM India time, with catch-up when the computer is available.
Each installed book folder has a separate daily cloud backup identity.
Android enrolls a persisted background job when opened, after an upgrade and after reboot. Android may defer jobs for battery management. Local backups work offline; cloud uploads wait for connectivity and an eligible account.
Windows and Android check the matching platform and edition for updates. Android verifies the existing package certificate and asks for normal system installation approval.
Validated recovery copies are kept before updates, restores and sync replacement. Daily retention settings do not delete recovery copies.

Show/Hide controls for passwords, including backup protection, account access, staff login, company access, LAN and web forms. Passwords start hidden.
Dynamic case-insensitive, multiword filtering in selection lists, including accounts, items, currencies and tax options. Search text in a restricted field is not saved as a selection.

Versioned Windows and Android packages include these changes. Check the official download filename and checksum to identify your installed package.

Configurable retention for automatic daily backups, with validation before older daily copies are removed.
Protected migration, update and sync recovery copies; atomic schema upgrades and recovery of the previous application runtime after a failed installer.
Automatic merging of new INR receipts/payments after devices share a baseline, with staff protection off. Staff-protected books require explicit conflict review. Existing edits/deletions and unsupported changes remain explicit conflicts. Repeated operations are deduplicated.
System Health checks and a sanitized support export.
Business intelligence and a local accounting-question model backed by the existing reports. It recognizes supported report questions and does not provide general-purpose chat or execute arbitrary SQL.
Local Windows image OCR and PDF/text extraction into unposted invoice drafts. Review the original and actual item lines before saving a purchase bill. Android supports PDF/text draft import.
Controlled multi-company reporting and a separate customer account portal.
Owner dashboard fields for reported app version, last connection, last successful book upload and recorded backup date.

Before upgrading, retain a validated recovery backup and its password. Keep existing Android storage when updating the app.