What's New - Release 4.5

Release 4.5

What's New in Release 4.5

We do try to keep updates to a minimum during the period leading to audit deadline dates to ensure a stable environment with no changes that will require adaptation. Release 4.5 includes many cosmetic updates as well as bug fixes, not all bug fixes are mentioned as they are user specific but the significant fixes and enhancements are below. 

Enhancements

  1. Newly added function to trigger an email notification for internal queries.
  2. For BGL 360 & Desktop users we have added fund name and audit year details on upload report slides within observations.
  3. Fund name and audit year details added during job creation, re-importing of lead schedule and documents pages to increase usability.
  4. We have added a warning on our re-import lead schedule page relating to the new zero taxation balance logic.
  5. Class logo updated.
  6. Documents screen default view updated to increase opening speed

Fixes

  1. External job creation email duplication has been removed for all scenarios and roles.
  2. Suspended bank accounts with zero opening and closing balances will no longer appear in lead schedule.
  3. Additional replies to external queries will also trigger email notifications.
  4. Rectified bug with some Desktop funds not carrying permanent documents forward.

Internal Query Notification

Once internal queries have been created there is an option to notify users of the internal queries;

From the Queries & Review Points menu, select Internal Queries and click Notify assignee;

queries-and-review-points-notify-assignee

A pop up will appear providing the option to select the user the query was assigned to;
notify-assignee
For additional flexibility we will allow multiple users (only those assigned a role for the audit) to be notified. it is important to note that this does not affect or influence the behaviour of the query and how/who receives the standard internal notification or who receives the query on their dashboard.

This is an interim step, our internal and external query module is being further enhanced later this year to allow additional flexibility and functions

Fund details added to screens and upload slides

Fund name and audit year details added on upload report slides and multiple pages throughout audit creation or re-import process.

Upload Report Slides (required for BGL 360 & Desktop only)

Based on feedback it was quite often that users would forget which report they selected while navigating to or downloading reports, the name on the report now appears in the top line of the upload slide that appears on the right of screen.

upload-file

Fund details added during job creation

fund-details

Warning added during Re-import Lead Schedule

The hyperlink in the below message directs to our Zero Taxation Balance Update

reimport-lead-schedule

Class Logo Update

All Class logos will now appear as per the updated

class-logo

Documents Screen Default View Update

When you navigate to the documents screen the default view will now be 20, once there you can change view to 50 or 100, we have also added a summary of how many pages you are currently viewing and the total number of pages.

documents-view

Based on feedback the main reasons for navigating to the documents age was to move documents to permanent or check if a particular document had been uploaded and OCR processed. Due to this we have reduced the amount of documents displayed by default to reduce loading time. Even though we only display 20 documents, the search function will locate all results that suit the search criteria, this update will result in a faster and user friendly documents page. 

    • Related Articles

    • Zero Taxation Balance Update

      Introduction This article addresses a scenario where zero taxation balances might still make necessary the presence of related checklists. This logic ensures that the Taxation Balance Checklist will be provided to all funds, regardless of whether ...

    • How To Reimport Lead Schedule

      Introduction After importing the lead schedule, if there's any information that was added after the import process in the accounting software, this option will help to get that information updated here as well. Follow the steps given below to ...

    • Internal Query

      Introduction In the Auditomation portal, you can raise internal queries when you come across incomplete or missing work papers or have questions about suspicious elements. Internal queries are meant to be answered by someone within your firm. ...

    • Release 4.3

      Release 4.3 Thank you for all of your invaluable feedback & suggestions. Some of these have taken time to build but it is very exciting to see them available. We still have many suggestions and ideas under review and many more scheduled for release ...

    • November/December 2017 Release Notes

      What's New Welcoming myob AO and SuperMate to the Cloudoffis Family Cloudoffis is now fully integrated with myob AO & SuperMate allowing you to easily connect with your client's funds within this software.As these are desktop versions the process is ...