Smart Suite Workpapers Release Notes

September 2020 Website 2.3.0.25

Improvements & Enhancements

  • Employee emails can now be updated - sends an email to the Employee to confirm | SWP-1041
  • Increase Audit Logging for ATO Security requirements | SWP-1021

Resolutions

  • Resolved error message on logout | SWP-1004
  • Report Settings functionality is now working as designed again | SWP-1046



September 2020 Website 2.3.0.16, Add-In 2.3.0.17

Improvements & Enhancements

  • Introduction of Two-Factor Authentication
  • Website Version number removed to simplify the version numbers for user support requests of the add-in | SWP-970
  • Updates to accept changes made by QBO regarding Auth versions | SWP-1001

Resolutions

  • Resolved an issue where Active users were shown to have an expired invite in the Admin area | SWP-1006
  • Class and BGL files now display correctly in Add-In | SWP-1029



June 2020 Website 2.2.3.7, Add-In 2.2.3.11

Improvements & Enhancements

  • Option to show or hide subaccounts for XPA imports | SWP-889
  • Logo update on password reset email | SWP-905
  • Improved error message for BGL and Quickbooks connections time out | SWP-906
  • Update BGL API Endpoints | SWP-912
  • Updates to License error messages | SWP-914
  • New connection for Reportance Cirrus added as 'coming soon' | SWP-923
  • Update error handling for Xero API for unregistered connections | SWP-942
  • Update add-in for automatic update feature due to changes in Excel | SWP-944
  • Updated rollover function Copying template status bar | SWP-945
  • New product feature - Ability to print workpaper items to workpaper template | SWP-866



April 2020 Website 2.2.3.2

Improvements & Enhancements

  • Smart Suite Trial extended to 28days | SWP-921



February 2020 Add-In 2.2.2.15, Website 2.2.1.16

Improvements & Enhancements

  • Minor Branding updates | SWP-837, SWP-867, SWP-797, SWP-808, SWP-835, SWP-838
  • Terminal Server Add-in wording updated to 'MYOB AE & AO users only | SWP-877
  • Display the time the trial balance was last refreshed | SWP-890
  • New Show/Hide button for columns | SWP-302
  • Trial Balances that are superseded are now available in the workpaper. Workpapers will now keep your original TB plus the next two versions including the original and the last two versions you have imported. An unhidden worksheet is additional. | SWP-862
  • Added the ability to import a Trial Balance into a Super-Connected SMSF Workpaper | SWP-895

Resolutions

  • Resolved RCW errors in Excel
  • When changing the status Hyperlinks now remain available | SWP-884
  • Cursor now defaults to correct cell when adding a Comment row  | SWP-881



January 2020 Add-In 2.2.2.13 

Improvements & Enhancements

  • You are now able to connect to Class Super for Investment Trusts using our Connected Workpapers | SWP-861



December 2019 Website 2.2.2.0

Improvements & Enhancements

  • Upgrade QBO authentication scheme from OAuth 1.0 to OAuth 2.0 | SWP-874



September 2019 Website 2.2.1.12

Improvements & Enhancements

  • Class Comparatives now come into the Workpapers | SWP-859

Resolutions

  • Can now add a Class File if you are using Consolidated Entities | SWP-540



August 2019 Website 2.2.1.7, Add-In 2.2.1.47

Improvements & Enhancements

  • Brand new opening balance feature that provides greater customisation and performance improvements | SWP-803 See a short video here.
  • Optimisation of conditional formatting | SWP-827
  • New 'edit mode' to help when customising workpaper templates | SWP-662
  • Auto Insert, Auto Populate and Reconcile Assist features are now available to all Connected clients | For a more detailed article and video on the new features navigate here.

  • Access to Starter Files has been improved | SWP-659

  • When Importing an XPZ Trial Balance it will only import the Control Account Names and Balances | SWP-826

Resolutions

  • Resolved an issue where chat boxes can become active disrupting the entering of information | SWP-824, SWP-848
  • No longer shows multiple status update logs when a status changes for a sheet which has multiple references | SWP-825
  • Resolved COM error that occasionally appears when connecting | SWP-851
  • Resolved an issue where some users were having trouble adding comments to Workpaper items | SWP-832
  • Reference numbers should now appear on subsequent sheets | SWP-839
  • Improvements to resolve Excel exception errors | SWP-847



June 2019 Website 2.2.0.105, Add-In 2.2.0.163

Improvements & Enhancements

Resolutions

  • Resolved an issue where a double login box would appear | SWP-710
  • All worksheets with checklist items and the named range Tm_ChecklistItems populates on the index page | SWP-743



May 2019 Website 2.2.0.104

Improvements & Enhancements

  • Website login access changed 18hours | SWP-778
  • WebsiteBranding update | SWP-752, SWP-748

 


May 2019 Website 2.2.0.102, Add-In 2.2.0.162

Improvements & Enhancements

  • Improved the auto-update process so that it should reduce start-up time. This should help with the add-in becoming disabled and requiring re-installation | SWP-527
  • Add-In and Workpaper Branding update | SWP-752, SWP-748
  • Connection limits for SMSF and Connected Workpapers should work separately. Only requires the word 'SMSF' in the name of the product set to distinguish it | SWP-557
  • Improved the speed when changing the Status on the Index page | SWP-711
  • Add-In performance improvements | SWP-679

Resolutions

  • Refreshing trial balance should not show any Excel interaction at all, it should just show the 'loader' and then once finished instantly show the end output | SWP-777
  • Modified BGL connection to work as per Class connection, now giving a friendly message rather than a server error message | SWP-640



March 2019 Hotfix Website 2.2.0.94

Resolutions

  • Resolved an issue were users were getting an error when changing the assigned staff, Preparer, Reviewer, etc. | SWP-682



March 2019 Add-In 2.2.0.141, Website 2.2.0.92

Improvements & Enhancements

  • Improved the auto-update process so that it should reduce start-up time. This should help with the add-in becoming disabled and requiring re-installation | SWP-527
  • BGL Connections now available for all firms | SWP-636

Resolutions

  • The Add-in panes are now "remembered" so users don't have to resize continuously | SWP-560
  • Stability Improvements | SWP-546
  • Login screen fixes for mixed DPI scaling settings | SWP-509
  • Fixes to the Workpaper status | SWP-478
  • Fixed an issue where certain characters in the workpaper item title would break the cell styling and hyperlink; Two workpaper items with the same title are now able to be created on the same sheet | SWP-598
  • Templates with long names that cause sheets to have names longer than 31 characters will now truncate instead of breaking | SWP-593
  • Fixed an issue where the connection message does not clear after adding a connection on the website and then refreshing the list | SWP-570



January 2019 - Website 2.2.0.85

Resolutions

  • Small system update required for new version of Reportance


December 2018 - Website 2.2.0.84 / IdentityService 1.0.0.76

Resolutions

  • Added a link to the password reset page back to Smart Workpapers. Corrected the logo on the password reset screens | SWP-512



October 2018 - Website 2.2.0.77 / Add-In 2.2.0.71 - hotfix

Resolutions



  • Fix for BGL Connections | SWP-525
  • Fixed a problem with the new LinkReferences command that would cause problems when the template is protected | SWP-529


October 2018 - Website 2.2.0.76 - hotfix

Resolutions



  • Fix for BGL Connections | SWP-517


October 2018 - Website 2.2.0.75 / Add-in 2.2.0.68

Resolutions



  • Fixed an issue where pasting Smart Links in from HowNow Online doesn't link correctly | SWP-416
  • Fixed a bug where hiding the rates pages before adding worksheets causes unexpected results | SWP-429
  • Fixed the connection status of Xero on the connections page | SWP-472
  • Fixed error message for Xero | SWP-454
  • Fixed the removal of all entity types SWP-441
  • Fixed the opening balance import message | SWP-447

Improvements & Enhancements



  • Added BGL Simple Fund 360 connection (currently in limited beta) | SWP-392, SWP-393, SWP-395, SWP-396
  • When using Class workpapers, on connection user will now be greeted with Connections Selection pane (In preparation for BGL) | SWP-397
  • Removed the headers on the connections table to make the UI cleaner | SWP-452
  • Separated the SMSF connections from the Accounting connections to make administering easier | SWP-477
  • Fixed the page title so users can more easily see which tab in their browser is the page for Smart Workpapers | SWP-479




September 2018 - Website 2.2.0.70
Resolutions

  • Resolved the connection status of Xero on the connections page | SWP-472
  • Made the Trial Signup a little more friendly | SWP-448



July 2018 - Add-in 2.2.0.52
Resolutions

  • Add-in - Opening balance roll-over now optimises sheets for 2018+ to prevent doubling up sheets that already exist in the new file | SWP-263, SWP-267, SWP-269, SWP-270, SWP-324
  • Add-in - Resolved errors when a Connected Workpaper is linked to a and MS Excel General Ledger | SWP-332
  • Add-in - FixedList named range working for rollover | SWP-264


Improvements

  • Add-in - Home page items roll-over | SWP-236
  • Add-in Protection of worksheets allows format cells, format rows, format columns, insert rows, insert columns, sort | SWP-265
  • Add-in Copy Worksheet from Another File now uses the GL fields | SWP-362
  • Add-in Users can now copy and paste multiple times when inserting on the Index page | SWP-335



June 2018 - Website 2.2.0.62

Hotfix

  • Fixed an issue with connecting to Class | SWP-402


June 2018 - Website 2.2.0.60

(new Add-in release due 02/07/2018 - release date still to be confirmed)

Improvements
  • Inactive Employees are now shown by default | SWP-353
  • Updated to include support for Xero API changes | SWP-333
  • Privacy Policy updated | SWP-360


December 2017 - Website 2.2.0.50
Resolutions
  • Eliminated the problem where the cursor was jumping to the top of the worksheet when adding a new workpaper | SWP-286
  • Updates to fields such as status or Partner/Manager/Preparer should now flow through to the dashboard consistently | SWP-291
Improvements
  • UI Connections Screen Updates | SWP-295
  • Add QBO endpoints for Reportance | SWP-303
  • Remove show password button on login | SWP-301
    Update Intuit connection | SWP-297
August 2017 – Add-in 2.2.0.27


Minor Features
Add workpaper templates list shows full titles and sorts by reference number
  • Allow references to be four characters
  • New install mode optimised for terminal server
  • Installer adds our add-in to trusted locations automatically
  • Workpapers based on the ‘spare’ worksheets will be copied over in their entirety on roll-over
  • Remove duplicate login requests after failure to login
  • Functionality added to hide unused cells on a particular worksheet

Bug Fixes
  • Hyperlinks will roll-over to correct row
  • Connected and Reportance workpapers will now import reference codes into sheet title

June 2017 – Website 2.2.0.13

Bug Fixes
  • Corrected issue viewing Workpapers when the new Office identifier had not been initialised.


May 2017 – Add-in 2.2.0.16, Website 2.2.0.6

Major Features
  • New referencing system that creates a consistent reference number for each worksheet.
  • New generate index feature that generates a list of all available worksheets for that starter file into the index tab.
  • Manage firm feature on the website, allows a firm to organise users by office and/or team.
  • Ability to automatically prepare a draft query email in Outlook from outstanding workpaper items.
  • Roll over opening balances from already open Excel workbook.

Connected Workpapers
  • Excel import for connected workpapers allowing accounting files to be used as the index without a cloud based accounting file.

Minor 
  • General bug fixes and stability improvements.
  • Opening balance button will now allow you to select an already open file to import from
  • Privacy Policy and T&Cs added to login screen of the website.
  • Email address is remembered after an attempt to login to Smart Workpapers.
  • Link for forgotten password added on login screen
  • Search function when adding a workpaper


March 2017 – Add-in 2.1.0.9


Major Features

  • New authentication system to improve login speed, automation of user login and user ability to manage account and reset passwords.


Connected Workpapers

  • Connection to QuickBooks Online.
  • Xero Beta connection – does not expire after 30 minutes.


Minor 

  • General bug fixes and stability improvements.
  • Cell Review to quickly apply standard cell formatting indicating reviewed, rework required or ready.
  • 'Repair Formulas’ button - forces Excel to recalculate all formulas when broken referencing appears.


October 2016 - Web 2.0.2.6

Major Features

Dashboard

  • View and filter all Workpaper records.
  • Review outstanding Workpaper items that require attention.
  • Review, manager, add and edit Workpaper items for individual Workpapers.
  • Change the status of Workpapers.


Minor 

  • General bug fixes and stability improvements


October 2016 - Add-in 2.0.2.19

Bug Fixes and Improvements 


  • Workpaper Item chat will now wrap large chat messages and let you click on web links
  • Stability improvements with asynchronous calls to prevent OLE exceptions

Major Features
  • Xero Beta
  • Filter Workpapers by Entity Type


August 2016 - Add2.0.1.32

Bug Fixes and Improvements 

  • Fix issues with multiple requests for logins
  • Link worksheet Titles to the 'Notes' section in Trial Balance based Workpapers so they can be edited
  • Update method for writing dates to allow for different cultures
  • Ensure backwards compatibility for the new Workpaper Items feature with Windows 7
  • Minor bug fixes to Workpaper Items screen to prevent duplicate messages being posted


 

August 2016 - 2.0.1.23

Major Features 

  • Query Management
  • Track Workpaper data including select Partner/Manager/Preparer
  • Manage global status of workpaper


Class 

  • Right-click drill down
  • Pre-population of Investment Report


MYOB Connected Workpapers 

  • Live
Minor 
  • General bug fixes and stability improvements


August 2016 - Compliance Release

Features 

  • Addition of query management
  • Addition of the flag icon on the home page
  • Track workpaper data including selecing the Partner/Manager/Preparer
  • Manage the global status of a workpaper
  • MYOB connected workpapers are live
  • Class Connected workpapers - right-click drill down
  • Class Connected workpapers - prepopulation of investment report



Improvements 

  • General bug fixes and stability improvements

July 2016 - Compliance Release

Features 

  • Ability to select starter templates from HowNow Smart Workpapers (to allows for 2016 starter file release)
  • 'Search' function in the Chart of Accounts screen to make it easy to find accounts
  • Can view and export consolidated trial balances
  • Calculation column to show variances
  • Home page no longer shows in reports so you can one click export from Excel into PDF


Improvements 

  • Formatting/Grammar fixes in Reports
  • Appropriation Statement now shows correct version for distributions
  • Excel stability improvements
  • Hide irrelevant fields when setting up a new entity (based on entity type)
  • General bug fixes and stability improvements


May 2016 - 2.0.0.45

Improvements 

  • Workpapers.hownowhq.com now points to the new website
  • The latest version of the Addin has been deployed

May 2016 - 2.0.0.43

Improvements 

  • Improved layout
  • General stability improvements
  • Added the ability to name the spare worksheets in the index page to flow through to the title of the spare worksheet
  • Added the ability to use a worksheet across multiple products
  • Added the ability to search within products to the website
  • Added the ability to add different versions of worksheets based on dates
  • Added the chat function on the index page
  • Added the ability to rollover smart workpapers from prior years

Workpapers added:

  • 2016 FBT
  • 2017 Salary Sacrifice

December 2015 - 1.5.1.70

Improvements / Bug Fixes

  • Backstage view in Office 2016 now shows as expected
  • A series of minor bug fixes

November 2015 - 1.5.0.17

Features
  • Support for Office 2016 with the latest version of Add-In Express
Improvements / Bug Fixes
  • Key configuration data moved to .config file rather than based on compile time scripting
  • Build Server Setup
  • Stop Refresh Summary action from bailing out if an invalid sheet reference was found
  • Ensure file name is copied on inserting hyperlink in Reportance workpapers


September 2015 - Add-in version 1.4.0.9

  • Login/logout button available in backstage view
  • Opening balance functionality fully implemented
  • Improvement to the speed of calculation
  • Improved error handling 


July 2015

  • Implemented a vertical scrolling bar to accommodate small screen resolutions
  • Added the ability for a firm to activate/inactivate worksheets supplied by Business Fitness
  • Added the ability to edit a section title and reference
  • When editing a starter file, uploading a new file will now override the existing starter


Workpapers added:

  • 2015 SMSF Compliance
  • 2015 Primary Production

June 2015

  • Corrected the handling of template selection when a prior year workbook is also open
  • Fix 'cancel' hyperlink scenario so that workpaper record is removed
  • Correct handling of GL Code and SubAccount in imported worksheets
  • Set default status for workpaper records to "Select Status”
  • Change index shortcut  Ctrl-Shift-Z (this is to enable one hand to be used to select these keys)



Workpapers added:

  • 2015 Accounts & Tax
  • 2015 Personal ITR

March 2015
Workpapers added:
  • 2015 BAS & IAS


January 2015

  • Bug fixed - Non-admin users can now change their passwords.
  • Bug fixed – Admins cannot add users with the same email address.
  • New Feature – Admins can now delete users.
  • New Feature – Admins can now reset users passwords.


July 2014

  • Initial release of the HowNow Smart Workpapers product.


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