- Property Dashboard – CBRE has been added as a provider of Residential, Commercial, and agribusiness asset valuations.
- BAS / IAS – Three new mail merge fields have been added related to BAS / IAS details. These include Period End Date, Due Date, and Refund/Liability.
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Fund Transfers – The ability to export Workpapers as part of the Fund Transfer process has been added.
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Cash Flows [Beta] – A brand new Analytics dashboard is now available for Cash Flow reporting, displaying bank balances, cash flow, investment income and more.
1. Balance Review - Changes have been made to help make the screen load faster
2. Corporate Actions - Five new mergers added
| ASX Code | Date |
| AQS | 16th October 2023 |
| CBR | 6th November 2023 |
| ESS | 7th November 2023 |
| ACB | 8th November 2023 |
| NCM | 8th November 2023 |
3. Documents - The Documents screen now displays 50 documents per page
4. Bank Feed Comparison Report - Now has a setting to display a Disclaimer
5. Reports - Accounting and Audit Workpapers will now display up to six decimals for Crypto Currencies
6. Workpapers - There is now the option to mark a standard checklist item as N/A. This is ideal for items that are not required to be checked for the entity
7. Workflow - The Workflow entities screen can now be sorted by Entity Code
8. Workflow - Tasks will now be updated in bulk when setting the job as 'Complete'
9. Workflow - The filter can now select multiple Labels to filter for.
- Bank Feed Setup - Fixed a problem where the bank feed status reverted to Awaiting Signature by clicking save without making any changes to the screen.
- Corporate Action - Corrected an issue where units on hand were incorrectly displayed.
- Documents - If the user's session expires, an alert message will be displayed, prompting users to log in again. Previously, the page would continue to load indefinitely.
- Investment Security Screen (Beta) - Resolved an issue where the search did not display cryptocurrency securities.
- Investment Security Screen (Beta) – Corrected an issue where the search did not display any result if the security codes were in all upper cases.
- Reports – Updated the text on the Death Benefit nomination form.
- Workpapers – Long filenames in the Workpaper ‘Attach Document’ pop-up screen were causing display issues.