BGL Share Data Cancellation - A new self-service share data cancellation feature has been introduced, allowing users to select and submit cancellation requests directly from the Feed Management screen, eliminating the need for email submissions.
Property Dashboard - Added Superfund Property Valuations (SPVals) as a new valuation partner. Users can now order independent, ATO-compliant desktop valuations directly from the Property Dashboard, with reports delivered straight into the fund within 4 business days.
Complexity Score - A new panel in the Insights Dashboard that gives your practice an instant, data-driven view of how complex each fund is to manage, how actively your team is using key features like Bank Feeds, Matching Rules, and SmartDocs, and how user time is being spent across different funds and screens across your entire firm.
Data Feeds - Duplicate Chart of Accounts - Enhanced our logic to prevent duplicate Chart of Accounts being created when the same investment code was imported across multiple funds and multiple feeds.
Data Feeds - Selfwealth - Enhanced Selfwealth matching logic to ensure domestic and international share trades matched with the relevant cash transactions.
Fund Relationship - Members Dashboard Link - A direct link from the Members Relationship group now navigates users straight to the Members Dashboard, reducing clicks and making member information easier to find.
Separate Trustee Minute and Trustee Resolution - Trustee Minute and Trustee Resolution are now available as separate reports, giving accountants more precise control over document generation for trustee decisions.
Investment Strategy Report - A new Investment Strategy Report template is now available with an updated settings panel, additional mail merge fields, and digital signing support.
Consolidated Reporting - Various improvements to the customistion of consolidated reporting based off client feedback.
Consolidated Reporting - Fixed an issue with consolidated report template naming.
Data Feeds - HUB24 - Changes made to correctly handle in-specie transfer transactions, retaining original purchase date and cost base.
Invoice - Email Address Full Name for Non-Individual Contacts- Fixed an issue where invoice emails were not displaying the full name for non-individual contacts.
Member Screen - Error Log Fix - Fixed an error being generated in the Member screen log, improving platform stability.
Payday Super - Member Name Casing Duplicate Record Fix- Fixed an issue where a member showing as two separate records when name casing did not match between systems.
Payday Super - Remove Bank Account Alert - Fixed an issue where a bank account alert was incorrectly displayed for old CTR member records or when contribution was paid through a clearing house.
Property Dashboard- Fixed an issue where the full company name being invoiced was not displaying correctly.
Property Dashboard - Fixed an issue where the Property Summary Report was failing if lease start dates were not entered.
Smart Reports - Trial Balance Taxonomy Bug Fix- Fixed an issue in Smart Reports where selecting both Normal and Sub-account in Trial Balance caused an incorrect update to the report.
SuperStream Dashboard - Fixed a specific issue where an error is displayed on the dashboard due to special characters in the firm name.
Tax Compliance - New SMSF AR UI Issues (V2)- Fixed a further batch of UI issues identified in the new SMSF Annual Return screen.
Transaction Processing - Workflow Status Event Deadlock Fix- Fixed deadlocks caused by concurrent workflow status events, improving transaction processing reliability.
Transaction Screen - Member Components Update Fix- Fixed an issue where member components were not being updated correctly on certain transactions.
Tax Compliance V2 AI Explanation - UI Issues- Fixed UI display issues with the ATO Validation Error AI Explanation feature in the new Tax Compliance screen.
