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
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