Upcoming Release 27 June 2022
Features/Improvements
- Added the ability to add custom totals to page layouts
- Added the ability to search accounting policies and Disclosures when preparing a report template
- Improved the Content Editor with more screen width and collapse bar (when customising the content of notes or templates in a report)
- Updated the Statement of Changes in Equity to ‘Link Only’ disclosure mode to prevent double up of content appearing in the notes (as accounts are also included via the Balance Sheet)
- General performance enhancements
- New branding to Active Ledger and Reporting
Bug Fixes
- Fixed cashflow category for Plant and Equipment
- Removed SOCE from Trading Accounts
- Fixed bug where Smart Workpapers was unable to connect to Reportance files if the 'Internal Use' footer in Reportance had been customised
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