2026.07.23 — Artha bulk review summaries and EPF passbook rows

Multi-item Artha creates collapse to one Review & approve summary, and EPF transactions match passbook employee, employer, and pension columns.

Version 2026.07.23 · Last reviewed 2026-07-23

Summary

  • When Artha stages two or more creates of the same kind, the workflow card shows one summary row and Review & approve opens a bulk review page (accounts, snapshots, holdings, and PPF / EPF transactions)
  • After partial approval, the summary count shows what is still pending; only the next ready step shows the review action
  • EPF transactions now use passbook-style rows: Monthly contribution, Interest, Withdrawal, or Lump sum, each with Employee, Employer, and Pension contribution amounts
  • EPF dashboards show Current value, Invested, and Interest (with percent when available); pension is included in current value

Who it affects

Action required

None for Artha. For EPF, use the updated transaction types and enter Employee, Employer, and Pension contribution from your passbook when you add or edit transactions.

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