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Smart Reports - The Operating Statement, Statement of Financial Position and Statement of Cash Flows have been given a dedicated live view with the ability to view a summary or detailed view, compare up to 5 periods and click through to the underlying transactions.
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AI Assistant - An additional feature to the Smart Reports screen, the AI Assistant utilises advanced Generative AI technology to analyse Balance Sheets, Operating Statements, and Cash Flow Statements, providing deeper insights and predictive analysis.
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Depreciation Schedule Providers - BGL has integrated with the tax specialists at Tax Depreciation Australia. Their sole focus is the preparation of Tax Depreciation Reports for property investors providing these reports for a wide variety of Residential, Commercial, and Agricultural properties.
- An audit record will be automatically created when you create entries to June 30th.
- Audit records have been created for the prior Financial Years using the data from the lodged SMSF Annual Returns.
- The warning message in the SMSF Annual Return now provides a ‘Mark as Complete’ button to avoid the user going to 2 separate screens.
- The warning message in the SMSF Annual Return will not display if the return is lodged.
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Digital Signing - An improvement has been made regarding FuseSign when a single email address is used across multiple signatories.
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Balance Review - Headers now remain on screen when scrolling through the investments.
- Corporate Actions – 4 new corporate actions have been added.
| ASX Code | Date |
| ASW | 21 December 2023 |
| TPD | 28 December 2023 |
| AKE | 05 January 2024 |
| TMT | 02 February 24 |
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Investment Security List (Beta) – The Investment Security List will now display an investment on the security list screen even if it was fully disposed of in future years.
- Transaction List - A new warning message will now appear when deleting a transaction from a prior financial period that has been closed.
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Insights Dashboard - The dashboard now showcases global contributions and pension data for the financial years 2023 and 2024 instead of 2022 and 2023.
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Documents - Suspended and unallocated transactions are now visible in the 'Suggested Transactions' section within the PDF previewer via the Documents screen.
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Share Data License – Fixed an issue where users were unable to setup the Contract Notes service.
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Merge Fields – The member balance merge field was incorrectly picking up the opening balance and not closing the member balance.
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Reports Screen – Common Settings report date not removed from the UI for accounting and auditing workpapers
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Chart of Accounts – Updated Property Expenses account name to be consistent with other property expenses accounts name
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Entity Setup - Fixed an issue where ACN was not populating when companies were imported from CAS 360 in Entity Setup
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Company Tax Return - Fixed an issue where validation errors occurred for the Company Tax Return when label 8N was prefilling with $0
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Fixed an issue where disposal with $0 consideration was being excluded from the Share Trading Report
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Reports - Fixed an issue where bank accounts were appearing twice in the Detailed Statement of Financial Position in some cases.
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Reports - Fixed an issue where the note number was not showing on the Statement of Financial Position in some cases.
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Digital Sign / Client Query Email Reminder – We fixed the issue of unexpected characters in email subjects caused by special characters in fund names.