The following observations have been added to analyse the fund further for additional time saving benefits.
Pension above 1.6m
Lump Sum Payment
Retirement Condition
Rental Income < 4% of Property Value
Placeholders for Reports
To enable further options for formalising your report templates, existing placeholders have been upgraded and new placeholders introduced. These include;
Date in Words
Year End date in words (with or without comma between month and year)
Physical address now on 2 lines
Name of Signatory (all) with new line (this now populates Directors for corporate and Trustees for individual funds)
FY populates with financial year of audit job
Preparing for 2018 Audits
2018 Checklists have now released and the new default year end has been rolled to 2018 for audit Jobs.
The below video demonstrates how to make the required changes to your portal to transition into 2018, this focuses on;
Setting Checklist Template default
Brief instructions to create a clone of the 2018 Checklist Template
How to add a signature image to a report
Instructions on how to update your report templates with the newly created placeholders
The above mentioned placeholder upgrades and additions will remove the requirement to prepare your reports for each financial as this will occur automatically.
Further enhancements have been added and these will be included in upcoming demonstrations and tutorials.