Live Reports
- Comparatives User Preference: The comparative toggle will now remember your last selection, making it easier to run Live reports with your preferred settings. The default remains with comparatives turned on.
- Print View Update: The look and feel of the print view for the Statement of Financial Position, Operation Statement, and Trial Balance has been updated.
- Trial Balance Document Selection: Documents will now open in the same tab when selected within the Trial Balance.
New Class Experience
- Business Shortcut: A new shortcut has been added for quick access to change businesses at both the Business and Entity levels for users with access to multiple Class Businesses.
- Smaller Screen Compatibility: Improved compatibility for screen resolutions up to 1,280, enhancing the experience on laptops and smaller screens.
- Removal of Old Class view: The toggle to switch back to the old Class view has been removed, leaving only the New Class experience supported.
Abacus Corporate Action
- Complex Corporate Action Support: Updated the Abacus Corporate Action from October 2023, to support complex parcel splits. You must roll back both Abacus Corporate Actions and reprocess them for the correct cost bases to be captured, if they were already processed, more details can be found here.
SuperStream Release Authority
- Workflow Update: A new 'Confirm Payment' dialogue box has been added to prevent errors in the Release Authority workflow. You must ensure that payment is made before confirming the SuperStream event, details here.
Bug Fixes
- Disregarded Small Fund Assets: Resolved an issue that incorrectly determined a fund had Disregarded Small Fund Assets, affecting the ECPI method.
- Fit to Date Bug: Fixed an issue where the Fit to Date function failed to match cash and SuperStream business events correctly.
- CGT Schedule Optimization: Reduced the size of the CGT schedule reports for SMSF and Trust from 2021-2024, reducing overall Report Pack sizes.
- Electronic Lodgement Declaration PDF: Fixed an issue preventing some users from reading the report.
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Trust Income Schedule Updates:
- Addressed an issue, preventing errors in the Tax Finalisation process due to blank addresses when using the Brand address as a default.
- Prevent securities from appearing in the Trust Income Schedule when only non-assessable income is present.
- Removed unsupported characters in security names to prevent failed lodgements.
- Macquarie Data feed warning – Updated logic to prevent an incorrect warning displaying when a Macquarie Data Feed form is uploaded.
Other Updates