Release 4.2

Release 4.2

Release 4.2

Release 4.2 has some significant enhancements as well as fixes, these enhancements are a culmination of feedback and innovation and will add further efficiencies.

Enhancements

BGL 360 Contribution Breakdown API

This additional API removes the requirement of manually uploading the Contribution Breakdown Report in Excel format. The Contribution Cap & Work Test observations will now automatically analyse and return flags (where appropriate) during the job creation process.
This leaves only 3 reports now required to perform all 11 observations;

Income Comparison
 Investment Income Comparison
(in excel format from BGL 360)
Lump Sum Payment & Retirement Condition
 SMSF Annual Return 
(in PDF format from BGL 360)
Benefits paid to Member <60 & Pensions above 1.6m
Members Statement Report
(in excel format from BGL 360)

Related Guides:

External Query Enhancement (for dashboard management)

We have further enhanced the efficiency while managing External Queries from your main dashboard;
  1. Clicking the Query name will open the Query and allow actions and resolution.
  2. Clicking the fund name will open the audit job to the Queries and Review Points menu.


For further information on the power of these tools please refer to our new guide External Query Module - Dashboard Edition

Deleting Documents

We have added the functionality to move and delete documents in bulk, there has also been a select all function added.
We have also removed the trash folder and all deletions are permanent, this removes the previous duplication requirement to add further efficiencies.

For further information on these improvements please refer to our new guide : Deleting & Moving Documents

Fixes & Improvements

  1. Staff Suspension option logic improved, you will still not have the option to suspend staff if they have active jobs assigned but once they are no longer assigned active jobs the option becomes available. 
  2. Password errors will now be more informative.
  3. External Query reply notifications will now be sent to auditors when a user responds that is not the current Fund Administrator for the audit job.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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