BGLiD - BGLiD is a client verification service that assists in verifying the identity of a client or potential client and complies with the Tax Practitioners Board (TPB) Proof of Identity guidelines. This verification process enables checks on an individual's details across multiple databases related to government IDS, Anti-Money Laundering, Global Sanctions, and Adverse News.
New Lodgement screen - The new Lodgement screen delivers performance improvements and enhancements, including automatic sorting of returns from most recent to oldest, the ability to filter by multiple lodgement statuses and financial years, and defaulting to the lodging party of the selected fund. Additionally, the Lodgement Status Report has been updated to allow generation based on multiple statuses.
Change Firm - Users with access to multiple BGL firms, e.g. Auditors or SMSF Administrators, can now change the firm they are working on directly from the App Switcher.
- Consolidated Reporting – When editing the layout of reports, up to four accounts under the same category can now be consolidated and displayed as a singular account.
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Document Upload - The Document Upload window has been updated to a new design, made consistent across the Feed Management, Bulk Entity Setup, and Documents screen.
- The new window includes more detailed handling of documents, a QR code to use your mobile device as a portable scanner, and displays the SmartDocs email address.
- Investment Security List – Several enhancements have been added including improved date filtering and a new quick access ‘add price’ button.
- Live Chat - The user interface for the Live Chat for support has been updated to a new and improved version.
- Mason Stevens Wrap Feed – The bank feed process has been improved to handle $0.01 discrepancies between the Bank and Investment transactions.
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Property Dashboard – Two improvements have been made to the Property Dashboard:
- The Property Summary Report can now be generated from the Global View.
- Property Valuations that include decimals can now be added.
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Transaction Recode – Recoding has been improved for Assets, Liabilities, Income, and Expense:
- Assets can be recoded to Liabilities and vice versa (all financial years)
- Income can be recoded to Expenses and vice versa (current and future financial years only)
- BGL SmartDocs – A wider range of transaction histories and credit card statements are now supported with improvements to how Bank Statements are processed, including fixes for incorrect transaction date readings.
- Audit Management - Fixed an issue when the Auditor user attached to the fund is not showing in the Send notification Auditor selection.
- Franking Worksheet - Prior year 85000 transactions were not flowing through correctly.
- Statement of Taxable Income - Fixed an issue where adding a manual amount in the Tax Adjustment list would cause the prefilled amounts to be cleared.
- Reports - Unit Holding Statement was not showing the correct units due to the user editing the 58300 transaction.