AI Assistant: BGL Assistant - Now enhanced with more entity-specific details, including transactions and entries, so you can ask for deeper transactional insights.
Consolidated Reporting - Improvements to the UI when editing the layout of reports, to make it easier to customise.
Digital Signing - Now supports Pension Payment Declaration and Contribution Summary reports.
Entity Dashboard - Trust deeds can now be sorted by date or date of upload.
Entity Details - Individual Entities now have a 'Title' field.
Feed Management - Commonwealth Bank Authority Form generated when setting up BGL Bank Data Service has been updated to the latest version.
Fund Transfers - We’ve given Fund Transfers a fresh new look with an easier-to-use interface and smarter fund validation, making your exports simpler and more reliable.
Bank Statement Report (Smart Matching) - Fixed an issue where the report incorrectly included all bank accounts when generated via the Smart Matching screen for Simple Invest 360 entities.
BGL Open Banking - Removed ‘SMSF’ wording from copy/view Consent Link Email Template.
Consolidated Reporting - Resolved an error occurring when users without access to all entities in a group attempted to run reports.
Contract Notes Log - Corrected formatting issue affecting Transaction Date and Settlement Date in CSV downloads.
Create Entries - Fixed a false warning appearing for the provision of the ESA.
Invoices - Resolved an error caused by invoice settings when no invoices had been created.
Invoices - Fixed an issue where total panels were not updating correctly according to invoice status.
Reports - Added missing header line in Word exports.
Reports - Fixed Tax Reconciliation Report not capturing LIC Deduction.
Workflow - Corrected issue where Tax Returns marked as “Manually Lodged” were not being picked up by Workflow Triggers.
