Release Notes

In this, we have introduced the income inclusion toggle.

What's new?

Mortgage

Income inclusion toggle for Wage Earner and Self-Employed income

A unified Include/Exclude Income toggle has been introduced on both the Wage Earner and Self-Employed tabs of the Ocrolus Dashboard. This toggle allows you to control whether income from a borrower or business is included in the Income Summary and exports. The enhancement simplifies decision-making and ensures consistency across all income types.

The toggle controls the visibility and inclusion of related income types in calculations and summaries. By default, income is excluded for inactive employers and included for active ones. Excluded entities display greyed-out income, which is not factored into totals or PDF exports. In contrast, included entities have their income calculated and displayed as usual. Tooltips appear for greyed-out entries and disable interaction.

Legacy include/exclude toggles have been removed from individual income schedules and the Liquidity Ratio section. K-1 income inclusion is now also governed by the unified toggle, ensuring consistent behavior across all income sources.