Support Calls - The User Interface when submitting support calls has been upgraded, improving the search function that provides article and community post links relevant to your query.
Reports - A new report has been added: the SMSF Annual Return and Schedules Report. This report includes the SMSF Annual Return and all applicable schedules, allowing you to select all required documents for your end-of-year processing with one report.
CGT for Collectibles - The carried forward non-collectible capital losses can be used to offset both non-collectible and collectible gains.
Contacts- We have added a contextual UI to suggest duplicate fixes.
Consolidated Reporting - In this update, we have enhanced the quick select FY options to be FY2024 and FY2025.
Smart Reports - The General Ledger view now has a quick export to Excel option.
SuperStream - Now allowing manual posting of rollover journals (for scenarios where rollover confirmation message was not received or accidentally deleted).
Workflow- Users can now select the same template for the entity from the Workflow Jobs view.
Workflow- Workflow Jobs CSV export will now have the Last Task Description and Last Task Completed date as two separate columns.
Workflow- The templates of Jobs can now be reordered on the Workflow Overview view.
Workflow- We have added the Financial Year and Completed Date to the Template Usage Export.
Workpapers&Audit Management - When a Workpaper Pack is sent to Audit, the Audit Management screen is now automatically updated with the "Sent for Audit" status.
Workpapers & Workflow - When a Workpaper Pack status automatically updates a task in Workflow Jobs, it uses the Workpaper Pacls' Financial Year.
Feed Management - Fixed an issue where the Date Filter was not filtering the date range correctly.
Smart Reports - Fixed various issues with Filters in General Ledger view.
Trust Tax Return - Fixed an issue where hyphens in “Description of Main Business Activity” were causing issues.
Reports - Realised Capital Gains Report - Include FITO from Distributed Capital Indexed/Other Gains.
Reports,Cryptocurrency - Units on hand of a cryptocurrency less than 4 decimal points are not showing in some investment reports.
Workflow - Fixed an issue where the Workpapers status trigger was linking to the incorrect year.
Workflow - Fixed an issue where the Status column was blank in UI for Template usage.