Entity Dashboard - User Roles now apply to the Entity Dashboard, controlling which panels are displayed based on the role settings applied to users.
Entity Dashboard- Improved how member balances and ages are displayed in the members section of the entity dashboard.
Invoices - Invoices can now be emailed directly from Simple Fund 360/Simple Invest 360 to recipients.
Invoices - An approved invoice can now be reverted to draft, allowing the invoice to be edited.
Invoices - Users with restricted access to Contacts can now select appropriate invoice recipients based on which contacts the user can access.
Lodgement Screen (BGL View)- Added a new "Forms Prepared" tab, displaying funds that have completed the create entries process and have not lodged the annual return.
Property Dashboard - Property details will now prefill in the request form when selecting Property Pricer for valuations.
Lodgement Status Report - Added a New Filter for "Prepared" Returns, available when generating the report.
Reports - The naming convention has been changed for previewed and downloaded document packs, now defaulting to the "Entity Name + Report Pack Name" format.
Smart Reports - The AI analysis in Smart Reports will now use the new Financial Analytics AI assistant, providing customised insights of financial reports all from within the Smart Reports screen.
Tax Compliance - Added the ability to Close Period from the Tax Compliance Screen once the Return has been Lodged.
Transactions - Enhanced the usability of posting / saving contribution transactions, reducing the number of clicks required.
Workflow Jobs- Users now have an option to set a task as “N/A”. This task will be considered 'complete', allowing the Workflow Job including this task to also be completed.
AI Assistants (all including BGL Assistant, ATO Assistant etc.) - All AI Assistants can now generate visual diagrams using Mermaid charts including MindMaps, Flowcharts, Quadrants, Sequence Diagrams, and more. Simply ask to visualise your data or ideas, and the AI will create the most suitable diagram for you:
AI Assistant (BGL Assistant only) - We’ve also enhanced the BGL Assistant with more entity-specific information and new capabilities. This update includes quick browsing of security prices (based on software’s security lists and pricing data) and the ability to create workflow jobs.
Enhancements
Feed Management Bank Feeds Global Screen - Resolved an issue that was preventing bulk authority forms from downloading.
Fund Transfers - We have fixed the LRBA and TBAR issue where opening balances were not transferred correctly.
Statement Of Taxable Income - Fixed an issue where for Billable Individuals, Accounting Losses and Market Value increases were not being calculated correctly.
Tax Return - Fixed an issue where Trusts & Companies had a validation issue related to negative liabilities.
