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Release History - 2022

Release 20 April 2022


Features/Improvements

  • Integration with Active Platform Teams
  • Reduce instances of Xero connection drop-outs and associated UI when it does


Release 25 March 2022


Content

  • New content for GPFR Simplified Disclosures for AASB 1060


Features/Improvements

  • New auto calculate feature in custom tables
  • Optimised query performance when working with custom tables
  • Optimised sizing of large tables in landscape orientation
  • Enabled larger custom tables to appear in the Notes page (up to 12 columns) before forcing landscape orientation
  • Improved the variance column for the Balance Sheet so that increases in assets (liabilities) are displayed as favourable (unfavourable)
  • Added a link to the installation instructions of the Smart Workpapers Excel add-in required for the use of the workpapers
  • Added the ability to create an entity with the same name and/or code as the client group


Bug Fixes

  • Prevented automated sorting of system header accounts in the Accounts screen
  • Fixed issue combining custom financial tables with normal financial notes
  • Fix UI bugs associated with saving disclosure templates and policies



Release 28 February 2022


Features/Improvements

  • Added the ability to sort by column in the Source Accounts screen


Bug Fixes

  • Fixed occasional issue with Reportance trying to double up source accounts on import

Release 10 February 2022


Features/Improvements

  • Added new cashflow report fields and categories, with the ability to allocate them to specific accounts: support article
  • Added a quick save button to the report screen
  • Added a hidden 'Account Type' column in the Source Accounts screen: support article
  • Added the journal memo when exporting journal reports to Excel
  • Performance improvements to report engine


Bug Fixes

  • Fixed issue with Class data import

Release 27 January 2022


Bug Fixes

  • Fixed issues saving clients where there are conflicting codes
  • Changed swinging behaviour of accounts so they are always aligned when using workpaper imports
  • Fixed rounding issues with Styles

Release 18 January 2022


Features/Improvements

  • Introduced new custom table element that let's you incorporate fully custom tables into the final reports: support article
  • You can now view Xero general ledger transactions in relevant reports
  • Added the ability to automate debtors, creditors and wage information from Xero sources into Workpapers: support article


Bug Fixes

  • Fixed occasional issue when disconnecting from Xero




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